• Partner with Product Leadership to help define and evolve the LiftEd and Silas product strategy • Own execution for key areas of the education product roadmap, from discovery through delivery • Balance the needs of teachers, instructional leaders, and district administrators while delivering intuitive, engaging user experiences • Translate complex instructional, curriculum, assessment, and reporting workflows into clear, scalable product solutions • Collaborate closely with Engineering, Design, Content & Curriculum, Customer Success, Sales, and Support teams • Conduct user research with educators and school leaders to inform product decisions • Define and track success metrics focused on student outcomes, educator effectiveness, engagement, and district impact • Support go-to-market efforts by articulating product value for districts, schools, and educators

• Lead the Pricing & Risk Management department’s roadmap, prioritization, and long-term strategy • Own departmental budgeting, headcount planning, and hiring to support business goals • Drive innovation in pricing strategies, risk frameworks, and analytical approaches • Present pricing and risk insights to executive leadership and regulatory bodies • Ensure accountability and consistent delivery across teams through clear goals and standards • Oversee enterprise-level dashboards, risk KPIs, and performance reporting • Shape and guide regulatory modeling and compliance strategy at scale • Foster a culture of innovation, continuous improvement, and data-driven decision making • Resolve complex, enterprise-wide challenges through critical analysis and cross-functional leadership

• Own the vision for end-to-end business objectives that span multiple engineering teams. • Synthesize your ideas, our business goals, customer feedback, product analytics and insights gleaned from the marketing/sales teams into feature specifications. • Work closely with the engineering and marketing teams to ensure we ship world class software that matters to our existing and future customers. • Manage analytics instrumentation across our products and use it to make data driven product decisions.

• Own and maintain the product roadmap and backlog for Salesforce Experience Cloud broker portals and Salesforce CRM functionality • Define and prioritize features that support broker onboarding, licensing, contracting, credentialing, and commission visibility • Gather business and user requirements and translate them into clear epics, user stories, and acceptance criteria • Lead development of broker self-service capabilities, including onboarding workflows, profile management, reporting, case management, and operational requests • Collaborate with Salesforce architects, developers, QA, and cross-functional teams to deliver scalable and high-performing digital solutions • Ensure solutions adhere to insurance regulatory, licensing, and compliance standards across all integrations and workflows • Drive enhancements that improve broker experience, efficiency, and platform adoption • Lead Agile ceremonies including backlog refinement, sprint planning, daily standups, sprint reviews, and retrospectives • Ensure product increments deliver measurable value and align with business priorities and compliance requirements • Manage cross-functional stakeholders, gather feedback, prioritize requests, and continuously improve delivery processes • Partner with operations, distribution, and finance teams to enable dashboards, analytics, and operational reporting • Support the design and optimization of data models and reporting structures within Salesforce • Work closely with broker operations, compliance, distribution, and finance teams to identify digital opportunities • Incorporate broker feedback, usage analytics, and qualitative insights to guide prioritization and product iterations • Communicate product vision, roadmap progress, and upcoming releases to business partners and leadership