• Lead AI-driven transformation – Act as a thought leader in financial services, shaping enterprise-wide Data & AI strategies with a strong focus on Generative AI (GenAI). • Bridge AI and Business – Define AI-powered banking solutions that align technology advancements with customer needs and business objectives. • Guide C-Level Stakeholders – Establish strong relationships with senior banking executives, guiding them through AI adoption, regulatory considerations, and value-driven implementations. • Own the AI Product Vision – Drive the end-to-end development of GenAI solutions, collaborating with cross-functional teams including data engineers, ML experts, and business leaders. • Define Roadmaps & Execution Strategies – Oversee project scopes, planning, and execution, ensuring that AI solutions deliver measurable impact. • Deliver AI & Data Solutions – Support data visualization, model development, and AI application rollouts, ensuring seamless integration into banking ecosystems. • Enhance Hiflylabs' AI Offerings – Lead research and strategy development for new GenAI solutions in financial services, contributing to go-to-market strategies.

• Own the overall performance, growth, and financial health of the Valenz Bluebook product, with direct accountability for contribution margin, revenue growth, and forecast accuracy. • Define and execute the product strategy and roadmap, prioritizing initiatives that increase member adoption, engagement, savings, and long-term client value. • Lead performance management for the product by tracking and acting on key indicators including utilization, conversion, savings, rewards engagement, and member satisfaction. • Partner with Technology to deliver roadmap initiatives on time, ensuring scalable, reliable solutions from concept through launch. • Collaborate with Member Engagement to design, test, and optimize campaigns and experiences that improve awareness, utilization, and call center effectiveness. • Work closely with Revenue and Sales teams to support retention, renewals, and strategic sales opportunities by clearly articulating product value and performance. • Identify, evaluate, and execute partnerships or integrations that expand Valenz Bluebook’s capabilities, differentiation, and revenue potential. • Partner with Finance on pricing strategy, margin management, and forecasting, and with Legal on contract structure and governance. • Serve as the executive owner and internal authority for Valenz Bluebook, aligning cross-functional teams around priorities, outcomes, and performance expectations. • Use data, experimentation, and market insight to continuously evolve the product and strengthen its role within the broader Valenz ecosystem.

• Own product vision, strategy, and roadmap post-MVP, translating needs into clear priorities and outcomes • Work directly with engineering team on user story creation, sequencing, and execution of defined priorities • Interface with UI/UX resources to define requirements and champion UI/UX development • Lead discovery through launch and iteration using agile practices and a predictable execution cadence • Drive customer/stakeholder discovery and prioritize work across competing inputs • Execute portfolio consolidation, integrating key features into a unified offering • Define success metrics, monitor performance, and continuously improve based on product data • Partner with GTM teams on positioning, enablement, and post-launch feedback loops • Own integration strategy and third-party relationships for future platform integrations

• Conduct deep market analysis and customer research to identify white space opportunities in the accountant workflow • Lead discovery with design and engineering partners to understand core pain points and validate solutions through rapid experimentation • Own the product vision from conception through launch, determining where AI and automation create genuine competitive advantage versus adding unnecessary complexity • Design and execute market validation experiments • Champion rapid iteration with emerging technologies while maintaining quality thresholds that professionals demand • Define success metrics tied to business impact, not feature delivery – focusing on adoption, retention, and revenue growth • Build outcome-based roadmaps that connect daily work to measurable customer and business value • Partner with analytics teams to establish measurement frameworks that track true product-market fit • Lead cross-functional alignment around outcomes, taking corrective action when initiatives aren't moving the needle • Balance speed to market with quality, knowing when to pivot, persevere, or pull the plug on initiatives • Create lightweight documentation and rituals that drive accountability across teams • Continuously refine how we work based on what's actually delivering results • Establish experimentation frameworks that allow us to test and learn quickly with minimal investment • Influence and align stakeholders at all levels around product vision and strategy • Navigate shared platform dynamics by becoming a master storyteller who can translate accountant needs into platform priorities • Partner with Product Marketing and GTM teams on pricing, positioning, and go-to-market execution • Collaborate with Customer Success to drive adoption and ensure customers realize promised value • Work closely with engineering to make technical trade-offs that balance innovation with reliability • Shape the broader product vision for how our accountant tools fit within the larger ecosystem.