Billtrust

• Provide strategic direction to the solutions team. • Define and manage team metrics. • Partner with leadership to support the resource planning and budgeting process. • Maintain up-to-date market expertise and continuously evolve competitive positioning. • Serve as primary liaison between the Sales organization, Product management and Marketing to prioritize and communicate new feature requests and product roadmap vision to best drive company growth and customer success. • Manage day-to-day activities such as resource scheduling conflicts, expense review and approval, activity reporting etc. • Develop and deploy team training curriculum to meet the changing demands of the sales organization. • Evaluate team members regularly through analysis of direct observation, peer feedback and sales feedback. • Ensure proper alignment of resources and effective utilization of skill sets within the assigned region. • Develop team members according to the demands of the business and according to their individual professional goals. • Develop and maintain a recruiting pipeline of potential SC candidates to meet future business demands. • Work with regional sales directors to prioritize regional Solution Consulting efforts. • Assign resources to sales opportunities, and consistently evaluate progress against goals.

• Set Billtrust’s Applied Intelligence vision and multi-year product roadmap • Shape company-wide product strategy and influence investment priorities • Own the end-to-end product lifecycle for AI-powered capabilities • Drive a culture of bold experimentation and define testing frameworks • Recruit, develop, and retain a high-caliber team of product managers and applied AI practitioners • Serve as Billtrust’s most senior external voice on Applied Intelligence

• Set Billtrust’s Applied Intelligence vision and multi-year product roadmap, establishing the strategic framework that guides how AI shapes every layer of the AR lifecycle. • Serve as a member of the Product leadership team, shaping company-wide product strategy and influencing investment priorities at the executive level. • Define the operating model for how Applied Intelligence is built, deployed, and continuously improved — including governance, evaluation standards, and responsible AI principles. • Own the end-to-end product lifecycle for Billtrust’s AI-powered capabilities — from opportunity identification and experimentation through scaled delivery and ongoing iteration — leveraging co-worker agents and AI tooling to compress timelines and raise quality. • Establish rigorous frameworks for evaluating AI product performance, accuracy, reliability, and customer safety before and after deployment. • Drive a culture of bold experimentation: define hypotheses, design tests, interpret results, and champion the learnings that most accelerate product-market fit. • Recruit, develop, and retain a high-caliber team of product managers and applied AI practitioners, building one of the most sought-after AI product organizations in B2B fintech. • Champion AI-first ways of working across the entire Product organization, setting the standard for how leaders and ICs leverage AI tools to amplify impact. • Create clear career pathways and a coaching culture that elevates team members into future leaders of AI product development. • Serve as Billtrust’s most senior external voice on Applied Intelligence — representing the company at industry events, in analyst conversations, and in strategic customer and partner engagements. • Partner with Sales, Marketing, and Customer Success to ensure AI differentiation is clearly communicated and consistently converted into pipeline and retention. • Engage directly with key customers to co-create AI solutions, gather strategic insight, and validate roadmap direction against real-world complexity.

• Own Operational Execution of People Priorities • Lead the translation of People strategy into execution, building workstreams, governance structures, timelines, and stakeholder alignment plans that move critical priorities forward at pace. • Manage vendor and system relationships across the HR technology stack, driving day-to-day execution and partnership management on all people systems; surface systems strategy and investment recommendations to the CPO with supporting analysis. • Proactively identify and resolve risks, dependencies, and blockers across concurrent initiatives, maintaining operational visibility for People leadership through AI-powered tracking and reporting tools. • Other duties as assigned. • Drive Operational Excellence Across the People Function • Own the People team’s operating rhythms, planning cadences, and accountability mechanisms, ensuring visibility, prioritization, and coordination across all active workstreams. • Identify operational friction and directly redesign processes and workflows to improve efficiency, consistency, and execution quality across the People function, using AI-enabled automation wherever possible. • Drive adoption and operational integration of AI-enabled tools, automation workflows, and agentic capabilities within the People function, advancing the team’s AI-native operating model as it evolves. • Lead change management and implementation for organizational transformation initiatives, new processes, and technology rollouts, driving adoption and follow-through directly. • Own Global Compliance & Employment Law • Own HR compliance across all Billtrust operating countries, including the United States, United Kingdom, Netherlands, Germany, Poland, Belgium, and India, as well as future geographies as the company expands. • Partner with the Chief Legal Officer on statutory requirements, works council obligations, and employment law changes, translating legal guidance into operational policy and practice. • Maintain the global employee handbook and all country-specific policies, ensuring currency, accuracy, and legal defensibility across every jurisdiction.

• Own commercial success of assigned Payments products and features, aligning roadmap to revenue, margin, and adoption targets • Define, prioritize, and manage the product backlog to drive meaningful pod outcomes, with clear business justification behind each initiative • Act as the primary commercial voice across cross-functional teams, synthesizing input from Sales, Marketing, Customer Success, and Engineering into a compelling product strategy • Evaluate and champion new ideas based on market demand, AI readiness, ROI, and long-term customer value • Serve as a thought leader on AI integration within Payments workflows, identifying ways to streamline, automate, and differentiate through intelligent design • Lead competitive analysis and market research to defend and extend our leadership position in AR automation • Partner with Sales and Marketing to define messaging, positioning, and enablement tied to core product differentiators • Run product launch and go-to-market efforts for new features, capabilities, and AI-powered workflows • Engage actively with customers to validate the roadmap, guide adoption, and build a feedback loop that fuels continuous innovation • Monitor and report on product KPIs, delivering transparency and accountability across all levels of the organization • Lead the annual planning baseline, defining tradeoffs, benefits, and impact of work • Recognize the drivers of financial health for the product portfolio, accounting for tradeoffs and presenting options • Manage a high volume of large product initiatives within a defined period, ensuring successful build outcomes • Act as a mentor and coach for other product managers • Travel quarterly for customer onsite meetings and events

• Drive end-to-end design for complex, multi-step SaaS products — from early-stage problem framing through high-fidelity prototyping and handoff. • Lead the creation of cross-platform user flows, interaction models, and design specifications that translate cleanly to engineering. • Design AI-native product experiences — including conversational UI, predictive features, AI output states, and human-AI interaction patterns — with the same rigor applied to any other product surface. • Leverage AI design tools and agentic workflows to accelerate exploration, generate design variations, and reduce time-to-validation. • Champion design quality across the team, establishing patterns and raising the bar on craft, consistency, and usability. • Plan and execute user research — generative and evaluative — to continuously inform product direction. • Synthesize qualitative and quantitative signals (usability studies, analytics, customer feedback, market analysis) into clear design recommendations. • Work fluently with product analytics tools (e.g., Amplitude, Mixpanel) — pull your own data, form hypotheses, and connect design decisions to measurable outcomes. • Identify friction and opportunity in existing experiences; drive validated improvements backed by evidence, not assumptions. • Frame design problems with clarity — connecting user needs to business outcomes and technical constraints. • Actively contribute to product strategy conversations; push back constructively when proposed solutions don't serve users or undermine long-term product integrity. • Collaborate cross-functionally with product, engineering, and stakeholders throughout the full design-to-delivery cycle. • Contribute to and maintain the team's design system, ensuring consistency and scalability across the product surface. • Mentor and coach junior and mid-level designers; provide structured, actionable feedback on work and process. • Model how to use AI tools thoughtfully in a design workflow — not as a shortcut, but as a multiplier for quality and speed. • Help shape team processes, critique culture, and design standards.

• Proactively organize and maintain multiple Google calendars, prioritizing and coordinating high-volume and ever-changing schedules. • Coordinate meetings including confirming conference rooms, arranging catering when needed, scheduling off-sites, and preparing presentations. • Understand business priorities and identify process improvements to create efficiency and scale for the leadership team. • Use AI tools to streamline scheduling, anticipate conflicts, and improve calendar management efficiency. • Coordinate domestic and international travel in compliance with existing policies and procedures, ensuring effective use of time and resources. • Process expense reports and maintain and reconcile company credit cards. • Serve as a confidential liaison on highly sensitive issues between members of the Executive Management Team. • Cooperatively work with other Executive Assistants and team members to ensure seamless administrative coverage across leadership. • React with appropriate urgency to emerging situations, taking effective action without always having the complete picture. • Handle all confidential information with integrity and absolute discretion in dealings with professionals inside and outside the company.

• Own the design, delivery, and continuous improvement of Billtrust’s learning and development programs, including onboarding, manager effectiveness, skills-based learning pathways, and leadership readiness initiatives across all levels and geographies. • Evaluate onboarding effectiveness using data and employee feedback, iterating on program design to improve time-to-productivity and early employee experience metrics. • Leverage AI authoring tools and co-worker agents to accelerate content development, personalize learning pathways, and scale program delivery without proportional headcount growth, using the Dayforce LMS and LinkedIn Learning as core platforms. • Partner with HRBPs and functional leaders to assess capability gaps, prioritize development investments, and translate business needs into scalable learning solutions. • Lead the strategy and operational execution of Billtrust’s performance review cycles, ensuring processes are equitable, efficient, and tied to meaningful development outcomes, including succession planning, high-potential identification, and individual development planning. • Design and manage employee survey programs (engagement, onboarding, exit), synthesizing results with AI-assisted analytics to surface actionable insights for HR leadership and business partners. • Build and maintain the tools, resources, and manager enablement content that support consistent, high-quality talent conversations, using AI to streamline documentation, calibration prep, and program communications. • Own Billtrust’s internal employee recognition platform end-to-end, managing the roadmap, adoption strategy, program design, and measurement of impact on engagement and culture health. • Champion and operationalize Billtrust’s values and culture initiatives, including global recognition programs, values activation campaigns, and connection-building experiences that reflect Billtrust’s identity across a distributed, multi-country workforce. • Manage the full program lifecycle for People initiatives, from scoping and stakeholder alignment through execution, communication, and retrospective, ensuring on-time delivery and measurable outcomes. • Build and maintain a People programs calendar, coordinating across HR, Internal Comms, and business stakeholders to ensure initiatives land with clarity and at the right moments in the employee experience.

• Lead and manage a cross-functional delivery POD composed of Project Managers, Business Analysts, and Application Support Engineers, ensuring alignment across disciplines to deliver client implementations on time and within scope • Hire, coach, mentor, and develop team members across multiple disciplines including project management, business analysis, and application support engineering, fostering career growth and professional development within the POD • Facilitate process improvement and adherence across the POD by partnering with solution architects, process standards teams, and technical leadership to ensure consistent delivery methodologies and quality standards • Manage and oversee POD workload across project management, requirements analysis, data mapping, template design, and application support activities, ensuring balanced utilization and timely delivery without needing to perform each function directly • Utilize relevant implementations experience and knowledge to actively identify areas of improvement and operational efficiencies across the consolidated POD structure, enabling scalable delivery and reduced reliance on siloed handoffs • Manage a seamless handoff of clients to the support organization when appropriate, coordinating across all POD disciplines to ensure continuity • Actively drive growth of the professional services business consistent with overall growth of the company, leveraging the consolidated POD model to increase capacity and throughput • Reduce average implementation time in line with corporate objectives by driving cross-functional collaboration and removing bottlenecks between disciplines within the POD • Consistently improve the accuracy of bids and the delivery of services within forecasted hours by coordinating estimates and resource planning across all POD disciplines • When appropriate, help build a professional services partner channel to assist in surge requirements across any of the POD’s functional areas • Serve as the primary escalation point for client delivery issues across the POD, collaborating with solution and process standards teams and technical leadership to resolve complex challenges

• Lead the development of clear, compelling, and differentiated product messaging, positioning, and proof points grounded in deep customer, vertical, and global market insights—setting the standard for the broader marketing team • Serve as the organization’s foremost subject matter expert (SME) on Billtrust’s value propositions, core capabilities, competitive landscape, and target buyer personas, translating complex insights into actionable marketing strategy • Architect and execute comprehensive marketing plans that accelerate market awareness, customer engagement, and product adoption across key segments and verticals • Own the end-to-end execution of GTM initiatives for major product launches and updates, orchestrating alignment across the customer lifecycle in close partnership with Revenue Marketing and Product Management • Drive Billtrust’s thought leadership strategy, producing high-impact content across multiple formats including webinars, whitepapers, website, video series, and event programming to build brand authority and market presence • Define and lead the sales enablement strategy by developing and maintaining a best-in-class suite of sales tools (pitch decks, solution guides, competitive battlecards, FAQs, ROI calculators) that accelerate the sales cycle and communicate the vision and value of Billtrust products • Mentor and provide strategic guidance to junior product marketing team members, fostering skill development and elevating overall team output