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

• Lead and Mentor a High-Performing Team: Recruit, hire, develop, and retain a world-class team of Technical Program Managers. Provide coaching, mentorship, and career development opportunities, fostering a culture of continuous learning and growth. • Strategic Program Leadership: Oversee Commerce Engineering OKR planning and reviews, technical planning and execution of multiple complex programs across various product domains. Ensure alignment with overall company objectives and product strategy. • Cross-Functional Partnership: Act as a central point of contact and trusted partner for Product, Data Science, Design, partner Engineering orgs and other stakeholders. Facilitate effective communication, collaboration, and decision-making. • Operational Excellence: Define, implement, and optimize scalable program management processes, program KPIs and best practices. Drive continuous improvement in program execution, risk management, and stakeholder communication. • Risk Management and Mitigation: Proactively identify, assess, and mitigate technical, operational, and organizational risks across programs. Develop contingency plans and drive resolution of critical issues. • Technical Acumen: Possess a strong understanding of software development lifecycles, architectural concepts, and technical dependencies to effectively guide and support our TPMs and engineering teams. • Influence and Communication: Communicate complex technical information and program status clearly and concisely to diverse audiences, from individual contributors to executive leadership. Influence decision-making at all levels. • Resource Planning: Collaborate with Engineering and Product leadership to forecast and allocate TPM resources effectively across various initiatives. Assist, during our biannual planning process, in identifying Engineering resource capacities and constraints, helping to ensure appropriate estimated funding for our planned initiatives.

• Own end-to-end delivery of large-scale, multi-quarter programs spanning cyber security, IT automation, cyber resilience, and platform modernization. • Define program scope, technical dependencies, timelines, and execution frameworks in coordination with engineering and architecture teams. • Drive governance, program dashboards, OKRs, and reporting mechanisms that create transparency for executives and global teams. • Work closely with Product Management to translate business priorities into executable technical plans aligned to Kaseya’s product roadmap. • Partner with Engineering leaders to define scalable architectures, standardized delivery workflows, and cross-product integration strategies. • Collaborate with Security, Cloud Ops, Compliance, and Support teams to ensure releases are secure, reliable, compliant, and ready for customer adoption. • Coordinate with M&A integration teams to rapidly align newly acquired products into Kaseya’s platform ecosystem. • Lead, grow, and mentor a team of Technical Program Managers across global offices, building a culture focused on execution excellence, accountability, and operational rigor. • Establish TPM best practices, tools, templates, and communication models that scale across a distributed engineering environment. • Introduce and enforce delivery processes that improve predictability, quality, speed, and cross-team collaboration. • Champion process automation, release readiness, and continuous improvement across Kaseya’s engineering organization. • Provide crisp, data-driven program updates to C-level executives, including risks, decisions needed, and impact to roadmap commitments.

• Lead day‑to‑day project management across assigned accounts, ensuring timelines, workflows, and deliverables are clearly defined, communicated, and executed with precision. • Support on helping project teams prioritize tasks to keep teams focused on timelines and key workstreams, while proactively identifying risks, resolving blockers, and maintaining momentum. • Build and maintain project management systems (e.g., Airtable) that provide transparency into timelines, responsibilities, and progress for both internal teams and clients. • Serve as a point of contact for clients, fostering trusted relationships through clear communication, strategic guidance, and consistent follow‑through. • Ensure delivery of timely updates on project status, timelines, budgets, deliverables, and performance insights, ensuring clients and internal teams feel informed and supported. • Anticipate client needs and partner with internal teams to deliver a seamless, high‑quality experience. • Prepare and synthesize notes from interviews, events, and partner conversations to inform content development and strategic recommendations. • Support the Director, Program Management across projects (including setting up and managing Airtable to keep everyone on track and informed) • Coordinate across cross-functional teams in NationSwell to help deliver on the goals of the projects (e.g. working with the Programming & Events team to coordinate with speakers of events, Membership team to ensure communication on accounts are synced) • Support on billing, resourcing (internal staff & freelancers) and financial reconciliation activities