• Lead teams that scope and deliver consulting engagements for Private Equity clients • Accountable for firm development and client engagements • Deliver quality client projects and experiences • Focus on business development and maintaining relationships with stakeholders • Develop TriVista employees through coaching and oversight • Participate in firm level strategy development and execution • Engage in key project activities and milestones and ensure quality deliverables

• Lead TrustBridge’s Eastern Hemisphere operations, with responsibility for regional growth, execution, and performance. • Develop and maintain senior relationships across manufacturing suppliers, design partners, and buyer organizations. • Represent TrustBridge in the region with clients, partners, and industry stakeholders. • Support global clients seeking new manufacturing partners and design resources for product development and production. • Oversee delivery quality and ensure consistent client experience across regions. • Act as a senior escalation point for complex cross-border or multi-party engagements. • Engage directly with manufacturing and supply chain partners across diverse geographies. • Help assess partner capabilities, operational fit, and commercial alignment. • Apply practical manufacturing and supply chain knowledge to client needs and platform development. • Collaborate with engineering, data, and operations teams to ensure tools are practical, scalable, and commercially relevant. • Work closely with the Western Hemisphere leadership team to ensure global alignment. • Coordinate with India-based operational teams to execute day-to-day activities efficiently. • Contribute to global strategy, operating standards, and best practices.

• Own and manage our strategic initiatives with franchise and associations partnerships including marketing opportunities, webinars, events, etc • Analyze and review the performance of lead generation and sales into designated brands, including financial analysis • Build and manage playbooks for each of our target brands, keeping accurate records of TMS and payroll systems by brand, including monitoring TMS transitions to communicate to GTM and CS teams • Own the creation and management of brand-specific cadences for each target brand/industry, utilizing up-to-date intel • Manage and track performance of cadences in Salesloft Leverage AI to streamline our enablement process with Franchise BDRs and AEs • Partner closely with RevOps to ensure accurate reports are created to track brand penetration and conversion • Build a network of franchise brand referrals using tools like Deeto Partner with marketing to ensure GTM teams have necessary assets and content for target brands - one sheets, press releases, customer testimonials • Systematically ensure we are building an asset library for all target brands Partner with franchise brand managers and the DailyPay events team on executing events and marketing initiatives to drive customer loyalty and new opportunity generation • Help manage strategic initiatives with franchise associations and channel partners, including sales training, joint-press campaigns, case studies, and webinars • Manage and track marketing deliverables and report on progress, campaign and event results • Analyze and review the performance of lead generation and sales into designated brands, including financial analysis • Attend events and conferences as necessary to represent the company

• Manage and maintain CRM systems to ensure accurate and up-to-date client and lead information • Track pipelines and monitor deal progress across real estate and mortgage transactions • Handle client follow-ups to maintain consistent and professional communication • Perform accurate data entry and maintain organized records • Prepare and organize compliance-friendly documentation related to real estate and mortgage processes • Support transaction coordination activities from intake through closing • Communicate with borrowers to gather information and provide status updates • Assist with workflow optimization to improve operational efficiency • Collaborate daily with the lead-generation VA to ensure leads are processed correctly and on time • Align marketing and lead-generation efforts with operational requirements