• Be a thought partner with our clinical, operations, and product development departments to identify data initiatives that support both departmental and organizational goals. • Advocate for the needs of your stakeholders when working with our analysts, data engineering and application development teams, third parties, and other cross-functional stakeholders. • Develop a strategy and roadmap for improving the user experience of our analytics users and other data consumers. • Work closely with your Data Analyst, Engineering, and Data Scientist counterparts to come up with innovative ways to execute on the data roadmap, ensuring tight timelines and successful launches. • Utilize testing, user research, and market analysis to iterate on features, derive insights, and enhance customer/user satisfaction. • Design and prepare product requirement documents, including articulating the business case, value proposition, trade-offs, and user stories. • Drive features from development to launch in an agile scrum environment by coordinating and participating in development activities including daily standups, backlog grooming, retrospectives, sprint planning, demos, and other scrum ceremonies. • Monitor usage and satisfaction of our data products to identify gaps and opportunities. • Work towards improving the data literacy in the organization and enabling meaningful self-service analytics. • Demonstrate empathy and curiosity when approaching all complex issues (be they technical, societal, or personal) and share a genuine interest in solving problems for our users. • Operate with a high degree of autonomy in a growing, early-stage work environment. • Find ways to improve efficiency and excellence in our product development process. • Perform other duties as assigned.

• Own product initiatives from research through launch and iteration • Drive build/buy/partner decisions that balance speed-to-market with strategic control • Lead strategic market analysis for payments and financial management in the nonprofit SaaS ecosystem • Define and own performance metrics for the payments portfolio (such as % growth in payment processing revenue)

• Align with the leadership team on product vision and strategy, and own prioritization and execution for your section of the roadmap. • Lead development of generative AI–driven features that deliver adaptive learning experiences, rich reasoning feedback, and measurable gains in learner performance. • Translate strategic goals into clear, actionable product requirements and user stories that guide development. • Work with engineering, design, research, content, marketing, and sales to identify needs, design impactful solutions, and coordinate execution so product initiatives are delivered smoothly and effectively. • Partner with engineering to understand technical trade-offs and constraints, and make informed decisions that balance quality, speed, and impact. • Lead AI-assisted experimentation and rapid prototyping, using data and real user behavior to iterate quickly, validate value, and reduce time-to-learn for the team. • Monitor and analyze product performance across the product portfolio, using data-driven insights to optimize existing products and inform future product development. • Communicate the product goals, priorities, and releases for the entire product group to internal and external stakeholders. • Stay up-to-date on industry trends and emerging technologies, applying relevant knowledge to enhance our product offerings across the group.

• Own the Opportunity Engine roadmap from discovery through delivery • Define requirements for growth action types from Share of Wallet to referral • Make decisions on scope, sequencing, and tradeoffs with clarity and speed • Partner daily with engineering, design, data, and business stakeholders • Run agile ceremonies and ensure your pod has what they need to deliver • Coordinate across Technology, Business Intelligence, Sales, and Field Enablement teams • Manage relationships with external partners • Integrate AI capabilities into advisor workflows to drive growth • Use data and machine learning to drive recommendation • Leverage AI to make yourself and your team more effective at building • Define success metrics and track progress toward client excellence and net revenue retention goals • Partner with BI to build dashboards that show pipeline health by advisor, market, and division • Continuously improve based on pilot feedback and usage data