• Ensure that organizational projects and initiatives meet objectives on time and within budget by focusing on the people side of change. • Prepare, support, and equip employees to adopt and use changes to business processes, systems, technology, roles, and organizational structures. • Coordinate large-scale process and culture change initiatives. • Develop and implement policies and procedures to meet organizational standards. • Facilitate small group sessions and lead large-scale organizational changes. • Measure and analyze the effectiveness of change initiatives and training programs. • Use data and analytics to forecast outcomes and refine strategies. • Troubleshoot operational and system issues, ensuring minimal disruption to business processes.

• Serve as a liaison between internal clients and functional departments; • Identify risks, evaluate controls and prepare findings and recommendations. • Ensure through audits that the organization’s programs are consistently administered. • Monitor and evaluate the effectiveness of solutions, policies, practices and processes. • Develop, implement, administer and revise policies, procedures and programs. • Research, analyze, maintain, modify, validate and prepare data, information and content. • Produce, edit and distribute a variety of business documents. • Create, present and/or facilitate meetings, webinars, conference calls, training programs, etc. • Participate on or lead larger, more complex departmental and/or divisional projects. • Develop and build internal partnerships to improve communication, coordination and collaboration.

• Collaborate with Leadership, Sales, and Marketing to operationalize new partner program launches • Support partner marketing planning and execution by managing the overall partner program calendar, ensuring partners are engaged at the appropriate cadence and frequency, and coordinating with the marketing team to align activities with company objectives • Manage core partner program tools including the CRM (Salesforce), partner portal, content management tool (Highspot), project management platform (Asana), and partner ecosystem platform (Crossbeam), maintaining data integrity, reporting accuracy, content accuracy and relevance, and partner program project statuses • Support the marketing team in coordinating campaign launches, webinars, events, and digital initiatives, serving as the partner operations liaison across sales, content, and product teams • Serve as a primary point of contact for internal and external partner teams, ensuring timely communication and support • Onboard new partners and manage partner lifecycle processes • Track, report, and analyze overall partner program performance metrics, individual partner performance, and channel account manager (CAM) performance, generating insights and recommending improvements • Support the coordination of joint go-to-market planning with partners, supporting co-marketing activities in collaboration with the marketing team • Maintain and continuously improve partner enablement resources and documentation • Work closely with internal teams to resolve partner issues and support deal execution • Maintain oversight of service delivery escalations involving partners, serving as the operational point of escalation to ensure timely resolution and partner satisfaction

• Own the integrated program plan across all active credit and lending workstreams. • Proactively manage sequencing, resourcing tradeoffs, and escalations. • Ensure Compliance, Treasury, and Operations readiness lands alongside product and regulatory milestones. • Drive incident learnings back into design, test coverage, and runbooks so each issue improves the underlying system. • Keep a single source of truth for status, decisions, risks, and owners. • Facilitate structured decision-making by surfacing options and tradeoffs to leaders. • Build and improve the operating systems that drive credit and lending product decisions. • Produce concise, predictable updates calibrated to the audience. • Synthesize complex cross-functional information into recommendations that help executives decide and move. • Produce documentation of program objectives, architecture decisions, and operational impacts that onboards new team members. • Identify inefficiencies and eliminate them through automation, AI tooling, or process redesign.