• Deliver technical support for the eMaint software via phone, email, chat, and web meetings. • Troubleshoot and resolve customer issues in a Microsoft and web-based environment. • Clearly document customer interactions and technical issues in real time. • Collaborate with team members to ensure a seamless and high-quality support experience. • Contribute to product documentation and knowledge base articles. • Participate in software testing to help ensure quality releases. • Approach each interaction with empathy, patience, and a customer-first mindset.

• Lead risk-based internal audits • Lead and manage risk-based internal audits across financial services and brokerage functions, ensuring compliance with regulatory requirements and internal policies • Evaluate the design and effectiveness of internal controls, with a focus on AI-enabled processes, data analytics, and automation tools • Collaborate with cross-functional teams to assess risks associated with the implementation and use of AI technologies, including model governance, data integrity, and ethical considerations • Provide advisory support to business units on process optimization, control enhancements, and technology adoption • Perform audits according to the plan. Ensure audit test work, including documentation and reporting, are executed in accordance with professional standards • Ensure that all audits and guidance are complete, accurate, timely, reliable and relevant • Remain up-to-date on all internal audit standards and best practices • Assist in the development of the internal audit program • Assist in the selection and development of internal audit staff members to ensure effective and efficient execution of audits • Oversee completion of audit test work performed by third parties • Support the development of the annual audit plan, incorporating feedback received from business leaders and knowledge of strategic priorities to inform risk assessments • Foster a collaborative approach to risk mitigation by partnering with business leaders to proactively communicate audit plans and expectations prior to audit period, obtain buy-in on purpose and relevance of key controls being tested and develop remediation plans • Develop clear, concise audit reports • Communicate audit findings and recommendations to responsible managers and ensure that appropriate action is taken • Ensure audit results are corroborated and reviewed with key stakeholders prior to finalization • Provide advice and counsel to management on complex risk management, control issues and development of other internal controls • Establish process to track, follow-up, close and report on Management Action Plans that have been laid out to remediate gaps identified through audits • Assist in evaluation, planning and implementation of internal audit tracking tools

• Establish strong relationships within the organization and promote a culture of continuous improvement within the internal audit team • Lead by example and manage a team of IT auditors to meet team goals and deadlines • Plan, review, and assist in executing SOX testing for all IT General Controls (ITGCs) and IT Automated Controls (ITACs) • Mentor and coach internal auditors to continuously improve skills including critical thinking and communication • Share ownership of SOX governance tool, AuditBoard • Partner with stakeholders to provide valuable control and process improvement recommendations • Collaborate with IT leadership, cybersecurity, and compliance teams to ensure audit findings are remediated in a timely and effective manner • Assist in the development of the Evercommerce Internal Audit team’s policies and procedures • Understand and highlight risk areas and/or control issues through critical thinking and assessment of processes with a focus on technology and automation • Supervise and execute risk-based technology and cybersecurity audits with an independent and objective mindset • Contribute to the Internal Audit team through valuable recommendations and collaboration with cross-functional teams to support a ‘trusted advisor’ reputation • Assist and collaborate with external audit

• Provide responsive remote IT support to employees across the firm. • Diagnose and resolve hardware, software, and connectivity issues. • Remotely access user computers to troubleshoot and resolve issues efficiently. • Manage and resolve support tickets through to completion, escalating when necessary. • Provision and deprovision user accounts across systems. • Support employee onboarding by setting up accounts, permissions, and system access. • Support employee offboarding by promptly removing access and securing accounts. • Administer and support core systems, including: Google Workspace, RingCentral, HubSpot, BambooHR, Filevine, Aloware, and other systems. • Manage user authentication, MFA, and access permissions. • Document common issues, resolutions, and IT procedures, maintaining and improving IT SOPs, onboarding checklists, and knowledge base articles.