Leap

• Monitor the health of Leap Pay and our SaaS payments: review operational and payments reports regularly, flag risks and anomalies, and surface recommendations with clear next steps. • Support payments optimization efforts: analyze BPS, effective rates, interchange, ACH economics, and vendor pricing to identify trends and flag cost reduction opportunities to the Head of FinTech. • Own project and risk management across payments operations: track open items, dependencies, and priorities; keep stakeholders aligned and initiatives moving. • Use AI tools to monitor and maintain compliance with card network rules, PCI-DSS, SOC 2, BSA/AML, and GDPR/CCPA - staying current without manual overhead. • Build and maintain payments and risk dashboards tracking key metrics: BPS, effective rates, ACH cap impact, Amex pass-through, attrition sensitivity, and compliance health. • Maintain compliance documentation, risk assessments, vendor scorecards, policies, and operational playbooks. • Facilitate Technical Partners & Onboarding: Serve as the main point of contact for new payment processors and gateways. Review their API documentation to understand capabilities, verify that data structures map to Leap's business needs, and coordinate sandbox testing and certification alongside Engineering. • Bridge the Gap for Engineering:Translate vendor payment logic, error codes, and processing rules into clear operational requirements for the dev team, ensuring they have the business context needed to build efficient integrations. • Own state money transmitter license tracking: maintain accurate filing calendars, renewal requirements, and records in coordination with Legal - this is a dedicated work stream, not a side task. • Partner with Engineering, Product, Legal, Finance, Marketing, Sales, and Customer Success to identify risks, dependencies, and opportunities; coordinate resolution and mitigation. • Prepare internal reporting on payments operations and risk metrics for leadership review. • Manage chargeback and dispute operations: monitor rates, identify fraud patterns, coordinate responses, and escalate threshold breaches to the Head of FinTech.

• Own day-to-day compliance for Leap’s SaaS platform and Leap Pay, including PCI-DSS, SOC 2, GDPR/CCPA, state money transmitter licensing, BSA/AML, and other relevant regulations • Monitor regulatory changes and proactively implement updates across the core SaaS platform and embedded payments workflows • Lead end-to-end RFP processes for new payment processors, gateways, -as-a-Service providers (in parallel with our existing JustiFi relationship) • Manage vendor onboarding, API integration, sandbox testing, Level 3 data submission, Same-Day ACH configuration, and technical documentation for Leap Pay • Build and maintain compliance documentation, risk assessments, vendor scorecards, policies, and operational playbooks • Create and own key payments and compliance dashboards (BPS, effective rates, ACH cap impact, Amex pass-through, attrition sensitivity, compliance metrics, etc.) • Partner with Engineering and Product to support integration of new payment capabilities and phased platform migrations • Identify risks, dependencies, and opportunities early; coordinate with Legal, Finance, Marketing, Sales, and Customer Success to resolve or mitigate them • Support board-level and executive reporting on overall compliance posture, vendor performance, and Leap Pay financial/operational impact

• Partner closely with the Head of FinTech to turn platform vision into clear product requirements, priorities, and execution plans across legacy products, next-generation platform investments, and the workflows that connect them • Build deep understanding of the moments where qualification, financing, payment, invoicing, and billing most affect rep efficiency, close rate, job size, cash flow, and customer trust • Maintain regular customer contact through interviews, on-site visits, call reviews, and other direct touchpoints • Improve backlog quality and issue triage by turning customer needs, business priorities, and technical constraints into clear, well-scoped work for Engineering • Partner with Engineering and Design to explore, prototype, and ship high-quality experiences across lender flows, payment capture, billing, collection, and related financial workflows • Use AI and other modern tools to synthesize research, mock up flows, prototype solutions, and validate ideas quickly with customers • Bring clarity to complex financial and technical logic across embedded payments, multi-lender waterfalls, decisioning rules, APIs, data aggregation, billing logic, and migration paths • Drive phased migration from legacy payment and financing flows to next-generation platform capabilities, including dependency reduction, workflow continuity, and feature parity across products • Lead cross-functional work across processor evaluations, partner onboarding, infrastructure migrations, and feature rollouts that require strong coordination across product, engineering, and go-to-market teams • Identify product and business opportunities to improve approval flow, payment performance, margin, and operational efficiency across Leap’s financial experiences • Identify risks, dependencies, and tradeoffs early, and work across Legal, Finance, Marketing, Sales, and Customer Success to resolve or mitigate them.

• Develop and own the end-to-end delivery of complex service engagements across multiple customers and verticals. • Manage a framework for scoping and tracking concurrent projects across multiple customers and specialists. • Ensure projects are delivered on time, within scope, and aligned with customer expectations and business goals. • Collaborate with cross-functional leaders to ensure there is clarity and inclusion around the organization of our service delivery work. • Engage with enterprise level customers for strategic alignment as needed. • Manage a team of implementation and product specialists focused on customer implementations and service delivery. • Hold regular team meetings focusing on performance and training. • Foster a culture of accountability, collaboration, and continuous improvement. • Develop new and refine existing delivery methodologies, tools, and best practices to drive efficiency and scalability within service delivery. • Monitor KPIs and delivery metrics to assess performance and identify areas for improvement. • Act as a strategic partner to internal teams (Sales, Customer Success, Onboarding, Product, Support) and external stakeholders. • Engage with customers as needed to ensure a positive experience and outcome during the service delivery. • Provide senior-level reporting and insights on overall program health, specific project risks, and service delivery performance. • Proactively identify delivery risks and implement mitigation strategies. • Serve as an escalation point for critical project issues.