• Partner closely with the Client Account Management Team to gather key details from clients, including headcount, delivery preferences, dietary needs, budget, and other program details, and then become the go-to point of contact for day-to-day ordering needs. • Liaise directly with clients as needed to clarify requirements, address questions, and ensure a seamless ordering experience. • Partner with Restaurant Account Managers to confirm menu accuracy, availability, and fulfillment logistics and reach out to restaurant partners directly when needed. • Liaise directly with restaurant partners as needed for urgent updates or time-sensitive coordination. • Curate menus based on client needs using internal tools and historical ordering data. • Apply strong food judgment when selecting items—understanding what travels well, what scales for groups, and what typically performs best across cuisines. • Audit menus for completeness, including but not limited to item descriptions, portion sizes, dietary tags, and allergen information. • Build and deliver final menu cards for client review and meal presentation. • Coordinate order logistics from approval through delivery, ensuring timely drop-offs and smooth execution. • Liaise with the Restaurant Operations, Logistics, and Client Operations Associates on-site to troubleshoot live order issues or partner concerns. • Help support and improve the internal product tool used for Managed Ordering workflows.

• Scale planning and execution systems • Lead and grow the TPM function • Drive delivery of high-impact cross-functional programs • Support a B2B2C operating model

• Own and operate AuditBoard’s end-to-end GTM process and cadence, serving as the central cross-functional partner across Product, Product Operations, Marketing, Sales, and CAS • Act as the operational lead for GTM execution — planning, socializing, launching, and learning from each initiative • Partner closely with the VP of Product Marketing to define quarterly GTM themes, priorities, and success metrics, and drive execution against those plans • Translate product vision and roadmap into cohesive GTM plans that create major moments in the market • Serve as the primary liaison with Product and Product Operations to manage the product roadmap, launch stages, and launch-readiness reporting • Own and manage the customer-facing product roadmap, ensuring clear and compelling communication of what’s coming and why it matters • Lead and coordinate product launches across the company, ensuring timelines are met and senior leadership has visibility into progress and outcomes • Align major marketing initiatives and campaigns with product launches and GTM priorities • Orchestrate cross-functional planning, retrospectives, and offsites by setting agendas, driving discussion, and ensuring clear outcomes • Bring GTM plans to Sales and other stakeholders, capture feedback, and adjust execution based on market and field input • Track GTM performance through dashboards and reporting, sharing insights on what’s working, what’s not, and where to iterate • Represent GTM execution and insights in leadership forums, helping shape how AuditBoard presents its product vision and market opportunities

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Responsible for booking originations at the objective goal, maintaining relationships with clients both internal and external, assisting in growing and maintaining current clientele. - Books originations which meet and/or exceed annual origination objectives - Launches and trains newly closed new Broker relationships which can produce $1,000,000 and up in annual originations - Motivate and drive Broker relationships towards stated objectives - Takes ownership of training, communicates and administers new Broker relationships, both internally and externally - Assists in strategic management of Broker accounts with principals and/or designated contacts of Brokers, in conjunction with Balboa Capital’s management team - Works effectively with internal partners in Credit, Documentation, Marketing, IT, Post Funding, Recruiting, and other segments in Sales Management - Practices strong application and fundamentals with calling efforts, Salesforce, Portal 360, Balboa Quote, and other best practices - Provides mentorship to more junior Broker Program Managers - Practices ethical sales behaviors in accordance with Ameris' core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services. Qualifications - Salesforce - Portal 360 - Full understanding of CRM’s - Verifiable and documented track record of success Requirements - Minimum of 5 years Equipment Finance industry experience - High school diploma or GED required - Bachelor’s degree in finance or related field preferred Benefits - Medical, Dental and Vision Insurance - Life Insurance provided at no additional cost to employees - Accidental Death & Dismemberment Coverage - Long-Term Disability Coverage - Paid Sick and Vacation Leave - 11 Holidays - Volunteer/Service Day - Employee Stock Purchase Plan - 401(k) Retirement Plan with 50% match on first 8% of contributions - Flexible Spending Accounts - Health Savings Account - Health Reimbursement Arrangement - Supplemental Life & Other Insurance Plans - Identity Theft Protection - Pet Insurance - Legal Insurance - Employee Assistance Program - Employee Advocacy Program - Tickets at Work (Entertainment discounts for Ameris Bank Employees) - AT&T Employee Discount - Wellness Discounts for Medical Premiums and Other Rewards - Employee Referral Incentive - Education Assistance - Employee Resource Groups - Banking Advantages for Employees including Free Interest Checking and Free Safe Deposit Box