• Define a compelling product vision and multi-horizon strategy aligned to customer needs, market trends, and Eptura’s business goals while balancing roadmap creation and on-time execution. • Anticipate competitive moves and industry shifts; translate insights into clear product bets and portfolio priorities. • Own the end-to-end product lifecycle across a portfolio—discovery, definition, delivery, launch, and iteration. Balance feasibility, time, cost, and value; make rigorous trade-offs that maximize outcomes. • Contribute to broader company strategy with the executive team; influence commercialization, policy and direction through crisp communication and data-backed proposals. • Champion both AI-driven and direct customer understanding through qualitative research, usage analytics, and market data. • Validate problems and solutions early; ensure product decisions are grounded in evidence and measurable results. • Define and track KPIs and OKRs across adoption, retention, NPS, ARR growth, and margin. • Be accountable for product portfolio performance and financial impact; run portfolio reviews. • Build a trusted partnership with Engineering, Design/UX, Marketing, Customer Experience, • Represent the product externally with key customers, partners, and analysts; negotiate critical matters and strategic partnerships as needed. • Mentor and develop a high-performing team of PMs and UX leaders; nurture a customer-obsessed, impact-focused culture. • Lead team to continue to transform the organization to be AI-native, set clear goals, coach decisively, and celebrate wins.

This role involves transforming educational organizations through innovative strategies and solutions. Lead complex, multidisciplinary clinical research consulting engagements from scoping through delivery and measurable impact. Set strategic direction across client engagements and portfolios by prioritizing initiatives, aligning work to institutional goals, and guiding enterprise-scale transformation within academic medical centers and research enterprises. Serve as a trusted advisor to university and hospital leadership on research strategy, governance, and regulatory compliance. Build and manage a portfolio of client relationships to drive repeat work, expansion opportunities, and sustained client advocacy. Develop, mentor, and retain high-performing teams by defining roles, providing coaching and feedback, and fostering a strong culture of collaboration. Contribute to firm-wide initiatives by shaping offerings, sharing expertise, and advancing strategic priorities.

This position is tasked with developing and managing federal capabilities and services to meet the needs of federal government clients, including agencies such as the Department of Defense, Department of Veterans Affairs, and Department of Health and Human Services. Accountable for the Federal Utilization Management (UM) capability within a broader Medical Management portfolio Monitor and interpret market, regulatory, and customer trends to anticipate federal customer needs Design, document and implement new or enhanced business processes for utilization management operations Partner with technology, data and architecture teams to translate capability and operational requirements Support implementation readiness by validating systems and technology designs Develop use-case and scenario-based requirements to inform prioritization Develop and maintain capability artifacts ensuring alignment across stakeholders Identify, assess, and document solution risks and vulnerabilities Translate federal customer requirements into a differentiated capability Serve as the capability lead on assigned pursuits

• Lead high-impact initiatives across document creation, authoring and collaboration experiences. • Shape cohesive end-to-end document workflows, ensuring users can move naturally from drafting to completion. • Integrate AI capabilities directly into document experiences — including authoring, refinement, structure, and automation — with a focus on real user outcomes. • Define product direction for modern document systems, blending structured content, intelligent assistance, and collaborative workflows. • Partner closely with design, engineering, AI platform, and core platform teams on APIs, integrations, and data models that enable scalable experiences. • Collaborate with other senior PMs to ensure consistent, connected journeys across PandaDoc. • Drive continuous improvement through experimentation, customer feedback, and product telemetry. • Shape the long-term direction of PandaDoc’s Document Domain, ensuring flexibility, coherence, and readiness for evolving AI-powered capabilities.