• Define the roadmap and own the product’s commercial success. • Evangelize the future of AI-driven personalization to the world’s most sophisticated marketing organizations. • Act as the primary technical and strategic spokesperson for our AI suite. • Drive product-led growth (PLG) by understanding the "jobs to be done" for modern marketers. • Own the multi-year product vision and ensure it adheres to global data privacy. • Identify untapped opportunities within the MarTech stack and expand the product’s footprint. • Define and own the KPIs that matter: Product-Qualified Leads (PQLs), adoption velocity, and AI-attributed revenue growth.

• Lead product discovery by deeply understanding customer problems, business goals, and operational constraints across search and investigation products, including market research and experience design • Define the product vision and roadmap for SaaS data, search, and investigation products, managing the journey from initial discovery through launch and iteration • Work day-to-day with engineering and data teams to prioritize backlogs, clarify scope, and ensure high-quality execution • Collaborate with customers to facilitate feedback across multiple personas and partner with go-to-market and sales teams to support pilots, launches, and customer adoption • Measure product success using adoption, usage, customer value, and business outcome metrics

• Own the product lifecycle from concept to delivery, managing requirements gathering, documentation, timelines, user experience, quality assurance, and performance metrics. • Collaborate with cross-functional teams of designers, engineers, data scientists, and trainers to bring innovative products to market. • Craft and communicate a compelling product vision and strategy with stakeholders, including internal teams, clients, and prospects. • Utilize user, platform, and third-party data to develop exciting features that improve the financial lives of consumers. • Monitor and measure launched products to drive continuous improvements in usability, incorporating insights into future development cycles. • Engage with the Lumin Digital community, contributing to organizational growth through honest, candid, and respectful feedback. • Perform other duties as assigned.

• Own the Enterprise Reporting Roadmap: Define and manage the strategic direction of high-level reporting products used across the company, with a focus on usability, accuracy, and executive alignment. • Lead KPI Stewardship: Act as the SME on all enterprise KPIs – ensuring consistency, clarity, and documentation of definitions and methodologies. • Drive Cross-Functional Delivery: Collaborate with analytics, FP&A, and data engineering teams to ensure timely and accurate delivery of quarterly and monthly reporting packages (e.g., for Earnings Calls and Board meetings). • Stakeholder Management: Serve as the primary point of contact for senior leaders regarding enterprise reporting needs, data interpretation, and roadmap prioritization. • Reporting QA & Governance: Own the QA process and change management protocols for all executive reporting assets to ensure a high standard of data integrity. • Continuous Improvement: Identify gaps in data availability, reporting processes, and visualization tools, and work to drive improvements that scale across EverCommerce’s portfolio of businesses.