• Oversee the roadmap, enhancements, and operational management of the firm’s Salesforce platform and related enterprise applications • Manage and prioritize the product backlog, balancing business value, technical complexity, and organizational needs • Facilitate backlog grooming, prioritization, and release planning using Agile methodologies • Lead an enterprise applications Steering Committee to review priorities, guide governance, and align platform enhancements with the firm’s objectives • Ensure the platform effectively supports integrated processes spanning sales, operations, project delivery, and finance • Continuously evaluate new Salesforce capabilities, industry trends, and best practices to recommend strategic platform improvements • Manage day-to-day Salesforce administration, including users, permissions, security, and data integrity • Build and maintain scalable configuration such as flows, validation rules, custom objects, and Lightning features • Ensure proper documentation, testing, and change management for all platform updates • Partner with business stakeholders to translate needs into clear requirements, user stories, and process improvements • Lead process mapping and optimization efforts, identifying automation and efficiency opportunities across the business • Provide training, troubleshooting, and support to enhance user adoption and platform effectiveness • Coordinate and manage external developers and contractors • Define scopes of work, manage timelines, and ensure high-quality delivery aligned with platform standards • Serve as the main point of contact for Salesforce support and third-party vendors

• Set the direction for Platform at Lattice: You’ll define a clear product vision for our platform that helps teams build high-quality products quickly and reliably • Make teams more effective: You’ll focus platform investments on what creates the most leverage for our product teams: better tooling, stronger foundations, and shared experiences that reduce friction and rework. • Lead and grow product managers: You’ll manage and develop a small, talented team of PMs, helping them do their best work and grow in their careers. • Partner closely with Engineering and Design: You’ll work day-to-day with engineering and design leaders to make thoughtful trade-offs, prioritize well, and keep teams aligned. • Deliver meaningful impact: You’ll ensure platform work translates into real outcomes: faster shipping, improved reliability, and more consistent, high-quality experiences for customers. • Connect platform work to the business: You’ll collaborate with go-to-market and customer teams so our platform investments clearly support customer needs and company goals.

• Own the strategy and execution of the Store Teammate App products. • Define the multi-year product strategy and vision for the Store Teammate App experience. • Collaborate on Teammate 360 capabilities. • Modernize identity, sign on, and data capabilities. • Optimize teammate experience to drive adoption and productivity. • Identify opportunities using quantitative and qualitative data. • Deliver products and features through cross-team collaboration. • Form and track KPIs/metrics to measure product impact. • Enlist and enable stakeholders through evidence-based influencing skills. • Build and maintain outcome-based roadmaps in partnership with cross-functional teams.

• Define and communicate a clear product roadmap aligned with CMS requirements, industry trends, and organizational goals • Gather and document business requirements through stakeholder interviews and workflow analysis • Translate requirements into user stories, acceptance criteria, and API specifications for engineering teams • Validate interoperability standards (X12 278, FHIR CRD/DTR/PAS) for transactions between EHRs, Availity, and payer/vendor systems • Collaborate with engineering, data, and delivery teams to ensure timely, compliant, and scalable product releases • Serve as the subject matter expert on prior authorization workflows and FHIR standards; provide guidance internally and externally • Monitor CMS mandates, industry trends, and client feedback to inform product decisions and prioritize features • Lead pilots, define KPIs/OKRs, and drive successful go-to-market strategies • Define product performance metrics and partner with data teams to deliver actionable insights for ROI and gainshare • Align executives, clients, and internal teams on product vision, progress, and outcomes