• Identify and evaluate new program opportunities, leading due diligence analysis across underwriting, insurance product, legal, and insurance operations. • Support program structure recommendations, including coverage architecture, underwriting guidelines, and rating frameworks aligned to Counterpart's target classes of business. • Draft Program Assessment Template documents with a clear understanding of program requirements, participation, and production requirements, with annual projected forecasts. • Act as the primary point of contact for managing program relationship continuity from inception through consistent production results. • Negotiate, execute, and maintain Program Management Agreements; ensure all contractual requirements, service standards, and authority parameters are met on an ongoing basis. • Conduct regular performance audits and portfolio analyses, measuring results against KPIs established at program inception and surfacing underwriting strategy recommendations to Insurance Product. • Work cross-functionally with the insurance product team on renewal terms and processes for new and existing program opportunities. • Identify and drive process improvements that increase efficiency and scalability across program operations. • Participate in partner visits and facilitate ongoing communication between agency partners and Counterpart's service team to resolve policy, billing, and underwriting matters. • Prepare and present materials for stewardship reviews, board meetings, and business updates; coordinate meeting logistics, agendas, and follow-through. • Attend national trade conferences and industry events as a senior representative of Counterpart's programs business, building relationships and advancing brand presence. • Review legislative and market developments affecting program structures; proactively recommend coverage enhancements and flag compliance implications. • Leverage AI-powered tools, including Counterpart's internal, to improve program analysis, client reporting, and operational workflow efficiency. • Bring an experimentation mindset to how technology can accelerate program prospecting, performance monitoring, and client communication.

• Own cross-functional global launch readiness across all GTM workstreams — ecommerce, logistics, supply chain, customer care, finance, marketing, and physical retail — ensuring every function is aligned and ready to execute on launch day • Track milestones, surface risks, and drive decisions across workstreams from NPI through post-launch, serving as the connective tissue between teams • Own launch performance tracking and post-launch retrospectives, translating insights into actionable improvements and executive-ready reporting • Partner with GTM leadership to develop repeatable frameworks, launch playbooks, and operating cadences that improve execution quality across the team

• Serve as the single point of accountability from the POC to full deployment and beyond. • Drive and govern the master project plan across: Onboarding & Configuration, Training & Enablement, Data Migration, Integration, Rollout Execution, Support, and Reporting. • Chair weekly program stand-ups, steering committee sessions, and executive check-ins. • Own risk identification, escalation, and resolution. • Act as the primary executive-level contact for the strategic customer stakeholders throughout the engagement. • Build trust and alignment with project sponsors, operations leads, and office champions. • Navigate competing priorities, stakeholder ambiguity, and scope discussions with clarity and confidence. • Represent Karbon's capabilities, roadmap, and commitment with credibility at every level of the customer’s organization. • Lead and coordinate a cross-functional Karbon team including: Project Management, Implementation, CS, Training, and Support, with collaboration across Product and Engineering. • Ensure clear role ownership and handoffs across the multi-office implementation for the POC and all elements of Phase II. • Identify and resolve resource gaps as the program scales through the June–August high-volume rollout window for the POC and Phase II. • Deliver Go-Live for all offices by the target date, with users trained, data migrated, and integrations validated and converted to Phase II. • Maintain a live risk register and ensure confidence levels across nine identified program risks remain within acceptable thresholds. • Drive post-go-live health reporting through Fall 2026, producing the POC wrap-up deliverable for executive review. • Define what POC success looks like and position the engagement for conversion to a full commercial deployment.

• Serve as the primary point of contact for client relationship management • Focus on client retention, contract negotiation, and implementation • Conduct business planning and reviews • Build relationships with key decision-makers across multiple regions • Support staff development and ensure business continuity