• Directly manages 6-8 Account Executives and is responsible for their productivity • Coach the reps on conducting discovery meetings and live demos • Support the Director by gathering feedback and investing resources • Find opportunities to improve sales funnels • Partner with teams to meet expectations in delivery

• Oversee the management of third party (3P) co-manufacturing partners • Work with partners to plan capacity, ensure material availability, and produce consistent product • Responsible for quality, efficiency and on-time delivery of all Chomps products • Collaborate with leadership, internal functions, and manage key 3P co-manufacturing stakeholders • Drive manufacturing excellence and implement recommendations for continuous quality, process, throughput, and cost structure improvements

• Conducting credit risk assessments on loan portfolios within Raymond James Bank and TriState Capital Bank • Review loans based on risk assessment findings as part of the Bank’s continuous monitoring program • Evaluate loans for adherence to the Bank’s credit underwriting standards, policies, procedures, guidelines and regulatory requirements • Develop quantitative analysis to assess credit risk at the portfolio level • Perform independent loan reviews to evaluate the creditworthiness of the borrower • Analyze financial statements to ensure risk rating is appropriate • Discuss deficiencies and identified weaknesses with loan officers and managers

• Support the lifecycle management of cybersecurity and compliance offerings, including ideation, design, refresh, packaging, launch, enablement, sustainment, and retirement activities. • Partner with offering leadership, practice leaders, and solution stakeholders to standardize services into repeatable components, tiers, variations, and SKU-ready structures that improve scalability and consistency. • Own day-to-day coordination of offering initiatives, including intake tracking, status reporting, meeting preparation, follow-up actions, and documentation of decisions across offering governance forums and portfolio workstreams. • Create and maintain go-to-market sales collateral, including proposal materials, datasheets, whitepapers, standard presentations, catalogs, and other enablement content that clearly articulates Coalfire's value to clients and the field. • Perform competitive analysis and pricing support for Coalfire offerings to inform packaging, list pricing, margin targets, and growth strategies for enterprise-level clients. • Support pre-sales activities, including client meetings, solutioning discussions, and cross-functional RFP responses, ensuring offerings are positioned clearly and scoped consistently. • Stay current with emerging security threats, industry trends, and client demand patterns, and proactively recommend updates to offerings, messaging, and portfolio priorities. • Partner with senior leadership and cross-functional teams to improve scoping, quoting, and contracting workflows, including cost case optimization, standard scope definitions, and SOW content inputs. • Support the development of new threat-focused services, including initial research, offering design, pricing inputs, staffing assumptions, collateral development, partner coordination, and internal enablement.