• Design Financial Due Diligence Workflows • Break down financial due diligence procedures into clear steps, inputs, calculations, decision points, outputs, and review requirements. • Design workflows for areas such as quality of earnings, revenue, payroll, working capital, customer concentration, operating expenses, debt, and other transaction-related analyses. • Define the documents and data required to complete each procedure. • Create standardized request lists tied to individual procedures. • Identify which parts of a procedure should be completed through deterministic software, AI analysis, or professional judgment. • Develop AI Agent Instructions • Write and refine system prompts, workflow instructions, data-extraction requirements, and output specifications for AI agents. • Define how agents should distinguish verified facts, calculations, assumptions, hypotheses, exceptions, and unresolved questions. • Establish source-traceability requirements so every material output can be tied back to the underlying document, dataset, or calculation. • Design guardrails that prevent unsupported conclusions and require the system to disclose missing or conflicting information. • Test AI outputs across different companies, industries, data structures, and accounting systems. • Build Reviewable and Defensible Outputs • Define the workpapers, findings, schedules, and summaries produced by each workflow. • Ensure AI-generated analyses are easy for transaction advisory professionals to review, challenge, edit, and approve. • Design workflows that preserve an audit trail of source documents, calculations, assumptions, reviewer changes, and final conclusions. • Establish clear escalation rules for matters requiring professional judgment or additional client information. • Help develop consistent standards for what constitutes a complete and supportable diligence finding. • Partner with Product and Engineering • Work closely with product managers, designers, engineers, and financial diligence professionals. • Translate practitioner requirements into detailed product and workflow specifications. • Review prototypes and provide feedback on usability, calculation logic, workflow sequencing, and professional relevance. • Help prioritize new procedures and product capabilities based on customer needs and implementation complexity. • Participate in customer discovery sessions and convert practitioner feedback into product improvements. • Validate and Improve the System • Create test cases and expected results for new workflows. • Evaluate workflow performance for accuracy, consistency, completeness, and usefulness. • Identify recurring AI failure modes and improve prompts, instructions, validation rules, or product controls. • Compare system-generated analyses with manually prepared diligence workpapers. • Continuously improve procedures based on customer feedback, emerging AI capabilities, and changes in diligence practices.

• Manage day-to-day operations within your area, supporting the Director of Operations to keep workflows, resources and projects on track and aligned to team goals. • Track and report on operational KPIs against targets set with the Director, flagging performance gaps and helping put corrective action in place. • Help manage operational budgets and tools, keeping an eye on spend and making sure we get good value from our systems and vendors. • Support the rollout and adoption of AI and automation tools across the team, providing the guides, training and hands-on help people need to use them confidently. • Help identify and prioritize practical AI use cases tied to clear outcomes - reducing manual effort, improving consistency and saving time or cost. • Take promising experiments through to reliable, repeatable use cases: gathering requirements, validating outputs, supporting rollout, and maintaining, updating and improving the tools once they’re live. • Deliver early, practical “quick wins” in the first few months, then help establish simple routines for monitoring and improving the solutions in use. • Keep live AI tools fed with accurate, current information so they stay reliable and trusted by the people using them. • Map and improve core operational processes, spotting bottlenecks where automation or AI could replace manual administration and sharing recommendations with the Director. • Help maintain and improve core systems (e.g., Salesforce/HubSpot CRM, Jira), and flag integration gaps or usability issues in the tech stack. • Document processes, tools and standard operating procedures so that knowledge is captured, repeatable and easy for the team to follow. • Gather data needs from teams across the business and turn them into clear reports, dashboards and useful insights. • Run regular audits of key business data to ensure accuracy, and work with teams to find and resolve sources of variance. • Help prepare monthly and quarterly analytics for the Director and senior leadership, explaining findings clearly to both technical and non-technical audiences. • Work closely with the Director of Operations and partner with Sales, Customer Success, Finance and Product to keep work coordinated across teams. • Bring structure, timelines and follow-through to operational projects so they stay on track. • Mentor and support junior team members, and provide documentation, support and training for internal users. • Follow and help maintain responsible-use, data privacy and quality controls for AI and automation, so the tools we use stay safe and trustworthy. • Support compliance with applicable data privacy regulations and partner with the Tech team on security where needed. • Flag operational risks early, and perform other duties as assigned to support projects and departmental needs.

• Own client configuration and deployment of Emiri (AI solution) • Understand and support Emiri’s configuration dependencies, including prompt templates and setup requirements • Design UI mockups or flow diagrams and translate feedback into actionable stories or bug reports for the development team • Document and maintain guidance around configuration processes, tips, and “how-to” documentation for internal use • Collaborate with client success and client teams to support their understanding of configuration needs and guiding them in effective prompting • Drive root cause analysis of issues to surface opportunities to improve scalability and user friendliness of the configuration tool • Coach commercial teams on the configuration and functionality of Liquid AI; support key client meetings and demos • Test new enhancements or fixes prior to release to ensure quality and expected behavior

• Lead, coach, and develop a team of Dealership Success Managers across East Coast regional territories • Drive retention, adoption, expansion, and overall customer success across the dealership portfolio • Set clear performance expectations and hold the team accountable to results • Partner closely with internal teams to ensure a consistent and high-quality customer experience • Build trusted relationships with dealership leaders and executive stakeholders • Use technical understanding to help customers and teams adopt Podium’s AI solutions effectively • Translate customer goals into action plans that create measurable value and business impact • Support team members in navigating complex customer situations, escalations, and renewal opportunities • Drive operational rigor across the team through planning, coaching, and execution • Travel regularly to support customers, field activity, and team development