• Convert qualified leads into clients through consultative meetings • Conduct client intake with case assessment • Close contracts • Maintain and nurture the existing lead base • Provide feedback and follow-up • Participate in team meetings • Monitor client progress until documentation delivery • Perform critical case analysis

• Partner with legal and business stakeholders to review, negotiate, and execute contracts, including service agreements, warehousing and fulfillment agreements, carrier and transportation agreements, partnership agreements, and real estate agreements. • Support and guide the sales team and various business teams on deal structure and contract negotiations (for both customers and vendors). • Serve as a knowledge source for guiding business stakeholders through the contracting process • Identify opportunities to improve the contract management process to drive operational efficiencies and standardization throughout Stord • Address internal inquiries regarding contractual questions, obligations, and compliance • Develop processes, create templates and manage the template library • Stay up to date on relevant industry, commercial, intellectual property, privacy and compliance issues.

- **Club performance ** - With support from your MD and central functions, actively manage the Club’s financial and service delivery performance - ** Client Service Delivery Management ** - Lead new client onboarding: advising on and developing templates and playbooks, agreeing negotiating positions, escalations and handoffs and launching clients into day to day service delivery. - Oversee the intake of new client requests, triage/assessment and allocation to team members - Balance team member workloads for efficiency - Monitor SLAs and intervene where necessary - Ensure overall client satisfaction - Maintain an active client caseload, likely to be at around 40% of the volume of other lawyers in the team, and anticipating that may increase at times to cover short term peaks or team absence - **Team Management and Leadership ** - Day-to-day line management of Club lawyers and legal professionals, although you may choose to delegate to / share with more senior team members when appropriate - Absence planning and workload management for team members - Performance management, including active management of under-performers - Actively manage Consultant team members - Forward planning, recruiting, onboarding and training of new team members - Coaching and developing team members and keeping an eye to their welfare - Club social, culture, wellbeing and sense of belonging - **Account Management ** - Working with the CCO, your MD and Lawyer team, execute Avantia’s account management programme with your Club’s clients, including looking for cross- and up-selling opportunities - Lead continuous improvement programmes for your clients - Manage all escalations and take ownership for overall client satisfaction - **Service Line Leadership ** - Act as a member of the Service Line Leadership Team, led by the MD - As part of the Leadership Team coordinate ensure smooth and consistent service delivery and team management across Clubs - Contribute to Service Line strategy and planning, help to develop and launch new products, improve service delivery capabilities - Support new Clubs and their Legal Directors - Support Service Line go-to-market planning and pre-sales

• Partnering across KOHO Tech and KOHO Bank to provide practical regulatory advice that enables growth while protecting customers. • Supporting the design and launch of new financial products and features, identifying regulatory risks early and helping teams build compliant solutions. • Playing a key role in helping KOHO set up and operationalize a regulated bank, including supporting engagement with regulators such as OSFI, FCAC, and the Bank of Canada. • Supporting marketing and growth teams by ensuring campaigns are effective and compliant with financial services and consumer protection requirements. • Providing guidance to customer-facing teams on complaints handling, communications, and fairness considerations. • Helping build scalable legal and regulatory processes to support KOHO’s long-term growth as a regulated financial institution.