Owns financial planning, forecasting, budgeting, variance analysis, P&L modeling, KPI dashboards, and scenario analysis for a business unit. Partners with sales leadership on territory design, quota setting, forecasting, pipeline analytics, compensation, deal desk activities, and CRM data quality. Serves as a strategic advisor to business unit and sales leadership while coordinating with corporate finance and cross-functional teams.

Lead KatRisk’s customer success function by managing key client relationships, driving adoption, retention, renewals, and expansion. Oversee onboarding, monitor customer health, address churn risks, mentor team members, and represent customer needs to product and engineering. Develop scalable playbooks, processes, and metrics while partnering with sales and technical teams in a remote, startup-style environment.