• Ensures team adherence of all onboarding processes, policies and procedures • Identifies opportunities for coaching and/or process improvements • Champions change and follows through • Uplevels team member skills and capabilities through the execution of Professional Growth and Career Path Plans • Manages team capacity and resource assignments for projects based on requirements, timelines, and team member experience • Conducts regular status meetings with team and utilizes reporting throughout the onboarding lifecycle to ensure projects are completed on time and accurate • Set priorities for team and collaborates with cross-functional department leaders ensuring alignment and communicating out expectations • Determines needed product enhancements to advance the company’s business objectives or specific client needs • Consults on regulatory and compliance concerns and provides recommendations for company best practices • Executes mitigation plans for any negative customer experience and/or financial impact through root cause analysis and issue tracking • Assists with strategic goal planning and monthly KPI targets

• Provide tax equity investment consulting services for clients • Lead and grow a small team in the renewable energy practice • Understand post-OB3 credit regime including various tax credits • Assist in building market presence through webinars and published articles

• Lead and inspire a distributed team of Technical Program Managers (TPM) working across several parts of the business, with a goal of driving alignment amongst key stakeholders. • Work closely with our leads and partners in Product, Engineering, Design, Infrastructure, Operations and Analytics to map out strategies and roadmaps, and ensure alignment with company wide goals. • Develop the OKRs, priorities and operational models and work alongside our team to reach them. Ensure high-quality program management and ongoing technical skill development for the team. • Establish and execute robust prioritization of programs across the Product and Engineering plans. • Drive employee engagement and a high-performance culture within the team, ensuring effective performance management, coaching, career development of the team and creating an environment where people can excel through accountability, encouragement, and empowerment. • Partner with Product and Engineering to plan requirements, identify risks, manage project schedules, and communicate clearly with cross-functional partners across the company. • Understand technical implementation at the architecture level and propose technical alternatives, ask questions that clarify priorities and push the team to be effective, and develop domain and technical knowledge. • Proactively identify and drive resolution of dependencies, evaluate risks, and communicate status to upper management and program stakeholders.

• Develop, nurture, and grow relationships with key strategic partners to maximize mutual value and drive joint success. • Act as a trusted advisor to partners, providing guidance on leveraging our low-code platform to solve business challenges. • Own and achieve ambitious revenue and growth targets through partner-driven sales. • Develop joint business plans with partners to identify growth opportunities and co-develop go-to-market strategies. • Lead efforts to train and enable partners, ensuring they are equipped to sell, implement, and support our solutions. • Collaborate with internal teams to provide tailored resources, training sessions, and certifications. • Work closely with regional and global sales teams to align partner activities with market needs. • Collaborate with marketing and sales teams to design and execute joint campaigns, events, and co-marketing efforts. • Support lead generation initiatives and ensure partner participation in sales opportunities. • Regularly evaluate partner performance, providing actionable insights and strategies for improvement. • Conduct quarterly business reviews (QBRs) to align objectives and measure outcomes. • Act as a liaison between partners and internal teams, ensuring seamless communication and execution of partner initiatives. • Provide product and engineering teams feedback to influence the roadmap based on partner and customer needs.