Product Director, Direct Mail San Antonio, TX, USA Employees can work remotely Full-time Shift: Flexible Compensation: USD 165,000 - USD 185,000 - yearly Company Description Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. For more information, visit http://www.vericast.com or follow Vericast on LinkedIn. Job Description Manages the entire life cycle of the Direct Mail channel product and capability — involving strategy, planning, and project leadership to achieve business goals. Owns the Direct Mail channel as both a standalone product sold to financial institution clients and as a channel component embedded within bundled solutions. Accountable for channel P&L and partners with solution Product Directors and Sales as the channel product owner. This role operates in an AI-enabled product environment. The successful candidate will be a practiced user of AI tools and will be expected to apply them actively from day one to accelerate capability definition, cost modeling, roadmap development, and operational planning. KEY DUTIES/RESPONSIBILITIES Lead cross-functional capability development projects: Work as Project Lead on complex Direct Mail capability projects (new or run-the-business) that involve operations, technology and data partners, vendors, and cross-functional teams. Projects include defining format specifications, postal program requirements, production workflows, and capability integrations with solution Product Directors. Develop and execute project plans with clearly defined performance indicators. Report updates to stakeholders as needed. Cultivate strong relationships with cross-functional leadership internally and with print vendors and postal partners. Effectively influence others to adopt a course of action on critical, complex, or sensitive capability decisions. 25% Financial Review and Price Modeling: Conduct financial analyses to assess product viability. Develop business cases with pricing models to support strategic investment decisions, standalone Direct Mail product pricing, and channel-embedded pricing within bundled solutions. Collaborate with finance teams to track channel P&L, mitigate financial risks, and optimize postal and production cost strategies. Monitor Direct Mail revenue performance, analyze sales pipeline and cost trends, and leverage data-driven insights to refine monetization models and drive sustainable channel margin growth. 25% Set strategy: Collaborate with the Product VP and senior leaders to develop Direct Mail capability strategies aligned with financial goals. Support the conceptualization and execution of strategic channel initiatives including new format development, postal program expansion, vendor program development, and partner programs. Provide thought leadership by anticipating industry trends and client needs, incorporating insights from Sales, clients, and other key stakeholders to drive channel innovation. 15% Deliver capabilities to market: For capability launches, enhancements, or new postal programs, lead support functions through the entire go-to-market process ensuring: operational documentation and alignment, pricing strategy, marketing collateral and channel positioning, sales enablement materials, financial model, production specifications, and Sales training. Serve as an ambassador for the Direct Mail capability to internal and external audiences. 15% Evaluate ideas: Evaluate channel product ideas and enhancement opportunities within established processes to ensure development of differentiated solutions that meet customer demand and align with business feasibility. Assess new opportunities including format innovations, postal program changes, and vendor capabilities through a strategic lens while ensuring compliance with financial regulations, industry standards, and data security requirements. Partner with legal, compliance, and risk management teams to navigate complex regulatory landscapes, mitigating risks while fostering responsible financial product innovation. Advocate for a balanced approach to growth, prioritizing security, consumer protection, and long-term sustainability. 10% Create and communicate roadmaps: Support the quarterly channel capability roadmap planning processes to define capability enhancements and projects to be completed each quarter, working within capacity constraints. 5% Prioritize capability features: Maintain or improve channel capability efficacy, production process efficiency, and new capability features by consulting with and providing input to operational and vendor partners. 5% Qualifications EDUCATION - Bachelor's Degree (Required) - Master's Degree (Preferred) In lieu of the above education requirements, a combination of experience and education will be considered. EXPERIENCE 8+ years prior leadership and management experience acquired within or outside of company required. In-depth knowledge and extensive experience with direct mail operations, postal economics, print production, and channel-level P&L management. Financial services advertising and product experience strongly preferred. Knowledge of workflow and business relationships for all functional areas within company. Demonstrated, hands-on use of AI tools as part of day-to-day product work required; candidates should be able to speak to specific tools used and outcomes achieved, not just familiarity with the concept. Knowledge of Microsoft Office software required. KNOWLEDGE/SKILLS/ABILITIES Analytical skills: Ability to read, analyze, and interpret common business and marketing information, financial reporting, postal cost data, and production economics. Communication skills: Able to effectively write reports and correspondence, discuss ideas at all levels of the organization, and present information to others, inside or outside of the organization. Financial skills: Ability to work with financial and profitability concepts and apply to practical situations including channel P&L ownership, cost-to-deliver modeling, and solution-embedded pricing. Innovation skills: Ability to create and adapt channel capabilities based on business and marketplace change, using existing knowledge to discover original approaches that benefit the business, and to assess and implement ideas from others. AI fluency: Actively uses AI tools to accelerate product work, including but not limited to capability documentation, cost modeling, vendor analysis, and roadmap planning. Comfort operating in fast-moving, AI-enabled workflows is required; this role is expected to move at AI speed. Interpersonal skills - Able to empathize, influence, appreciate, and organize others. Leadership skills: Ability to lead execution of capability projects and initiatives impacting various functional areas, and to effectively influence others to adopt a course of action on critical, complex, or sensitive information. Problem solving skills: Able to solve complex capability and operational problems that have a broad impact within or outside the department. Proactively seeks input from others to determine course of action. Strategic thinking skills: Ability to understand the business's long-term goals and align channel capability opportunities accordingly, with an in-depth understanding of the impact of decisions on overall organization. COMMUNICATION AND CONTACTS Interfaces with a variety of internal and external audiences to proactively develop and influence strategies. DECISION MAKING Requires broad conceptual judgment and ability to deal with complex factors not easily evaluated. Owns interpreting business and channel strategy and translating it into tactical departmental strategies and plans. Responsible for addressing complex capability and business issues beyond immediate needs or where established policies may not be aligned with business needs and objectives. Manages complex projects across multiple functions that have a significant impact on the company. Makes decisions that influence efficiencies and impact channel Profit and Loss. Additional Information Compensation Range: $165,000-$170,000 annually Position is eligible for an annual bonus incentive program Applications will be accepted until the posted deadline May 27, 2026 or until a sufficient candidate pool has been identified. Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, and a generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers! At Vericast, we don’t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity Employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at talentacquisition@vericast.com. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf #LI-TT1

Product Director, Direct Mail Austin, TX, USA Employees can work remotely Full-time Shift: Flexible Compensation: USD 165,000 - USD 185,000 - yearly Company Description Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. For more information, visit http://www.vericast.com or follow Vericast on LinkedIn. Job Description Manages the entire life cycle of the Direct Mail channel product and capability — involving strategy, planning, and project leadership to achieve business goals. Owns the Direct Mail channel as both a standalone product sold to financial institution clients and as a channel component embedded within bundled solutions. Accountable for channel P&L and partners with solution Product Directors and Sales as the channel product owner. This role operates in an AI-enabled product environment. The successful candidate will be a practiced user of AI tools and will be expected to apply them actively from day one to accelerate capability definition, cost modeling, roadmap development, and operational planning. KEY DUTIES/RESPONSIBILITIES Lead cross-functional capability development projects: Work as Project Lead on complex Direct Mail capability projects (new or run-the-business) that involve operations, technology and data partners, vendors, and cross-functional teams. Projects include defining format specifications, postal program requirements, production workflows, and capability integrations with solution Product Directors. Develop and execute project plans with clearly defined performance indicators. Report updates to stakeholders as needed. Cultivate strong relationships with cross-functional leadership internally and with print vendors and postal partners. Effectively influence others to adopt a course of action on critical, complex, or sensitive capability decisions. 25% Financial Review and Price Modeling: Conduct financial analyses to assess product viability. Develop business cases with pricing models to support strategic investment decisions, standalone Direct Mail product pricing, and channel-embedded pricing within bundled solutions. Collaborate with finance teams to track channel P&L, mitigate financial risks, and optimize postal and production cost strategies. Monitor Direct Mail revenue performance, analyze sales pipeline and cost trends, and leverage data-driven insights to refine monetization models and drive sustainable channel margin growth. 25% Set strategy: Collaborate with the Product VP and senior leaders to develop Direct Mail capability strategies aligned with financial goals. Support the conceptualization and execution of strategic channel initiatives including new format development, postal program expansion, vendor program development, and partner programs. Provide thought leadership by anticipating industry trends and client needs, incorporating insights from Sales, clients, and other key stakeholders to drive channel innovation. 15% Deliver capabilities to market: For capability launches, enhancements, or new postal programs, lead support functions through the entire go-to-market process ensuring: operational documentation and alignment, pricing strategy, marketing collateral and channel positioning, sales enablement materials, financial model, production specifications, and Sales training. Serve as an ambassador for the Direct Mail capability to internal and external audiences. 15% Evaluate ideas: Evaluate channel product ideas and enhancement opportunities within established processes to ensure development of differentiated solutions that meet customer demand and align with business feasibility. Assess new opportunities including format innovations, postal program changes, and vendor capabilities through a strategic lens while ensuring compliance with financial regulations, industry standards, and data security requirements. Partner with legal, compliance, and risk management teams to navigate complex regulatory landscapes, mitigating risks while fostering responsible financial product innovation. Advocate for a balanced approach to growth, prioritizing security, consumer protection, and long-term sustainability. 10% Create and communicate roadmaps: Support the quarterly channel capability roadmap planning processes to define capability enhancements and projects to be completed each quarter, working within capacity constraints. 5% Prioritize capability features: Maintain or improve channel capability efficacy, production process efficiency, and new capability features by consulting with and providing input to operational and vendor partners. 5% Qualifications EDUCATION - Bachelor's Degree (Required) - Master's Degree (Preferred) In lieu of the above education requirements, a combination of experience and education will be considered. EXPERIENCE 8+ years prior leadership and management experience acquired within or outside of company required. In-depth knowledge and extensive experience with direct mail operations, postal economics, print production, and channel-level P&L management. Financial services advertising and product experience strongly preferred. Knowledge of workflow and business relationships for all functional areas within company. Demonstrated, hands-on use of AI tools as part of day-to-day product work required; candidates should be able to speak to specific tools used and outcomes achieved, not just familiarity with the concept. Knowledge of Microsoft Office software required. KNOWLEDGE/SKILLS/ABILITIES Analytical skills: Ability to read, analyze, and interpret common business and marketing information, financial reporting, postal cost data, and production economics. Communication skills: Able to effectively write reports and correspondence, discuss ideas at all levels of the organization, and present information to others, inside or outside of the organization. Financial skills: Ability to work with financial and profitability concepts and apply to practical situations including channel P&L ownership, cost-to-deliver modeling, and solution-embedded pricing. Innovation skills: Ability to create and adapt channel capabilities based on business and marketplace change, using existing knowledge to discover original approaches that benefit the business, and to assess and implement ideas from others. AI fluency: Actively uses AI tools to accelerate product work, including but not limited to capability documentation, cost modeling, vendor analysis, and roadmap planning. Comfort operating in fast-moving, AI-enabled workflows is required; this role is expected to move at AI speed. Interpersonal skills - Able to empathize, influence, appreciate, and organize others. Leadership skills: Ability to lead execution of capability projects and initiatives impacting various functional areas, and to effectively influence others to adopt a course of action on critical, complex, or sensitive information. Problem solving skills: Able to solve complex capability and operational problems that have a broad impact within or outside the department. Proactively seeks input from others to determine course of action. Strategic thinking skills: Ability to understand the business's long-term goals and align channel capability opportunities accordingly, with an in-depth understanding of the impact of decisions on overall organization. COMMUNICATION AND CONTACTS Interfaces with a variety of internal and external audiences to proactively develop and influence strategies. DECISION MAKING Requires broad conceptual judgment and ability to deal with complex factors not easily evaluated. Owns interpreting business and channel strategy and translating it into tactical departmental strategies and plans. Responsible for addressing complex capability and business issues beyond immediate needs or where established policies may not be aligned with business needs and objectives. Manages complex projects across multiple functions that have a significant impact on the company. Makes decisions that influence efficiencies and impact channel Profit and Loss. Additional Information Compensation Range: $165,000-$170,000 annually Position is eligible for an annual bonus incentive program Applications will be accepted until the posted deadline May 27, 2026 or until a sufficient candidate pool has been identified. Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, and a generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers! At Vericast, we don’t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity Employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at talentacquisition@vericast.com. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf #LI-TT1

Role Description The Director of Document Review plays a critical role in the success of UnitedLex client deliverables and relationships, aligning themselves to client priorities and ensuring excellence through clear and proactive communication and expectation-setting, budgeting, process planning, and team development. This leader will leverage their deep knowledge of the eDiscovery and passion for people to drive superior outcomes. This is a remote position, and we welcome applicants from throughout the country. Responsibilities - Project Management - Exercises deep knowledge of EDRM process and Relativity workflows by developing and refining processes, identifying and managing potential risks, and meeting quality and financial targets. - Overseas 10-15 eDiscovery Document Review projects. - Accountable for approval and accuracy of matter level budgets created by team members working within the Director’s portfolio and ensuring adherence to these budgets. - Create workplace setups and train and enable the team’s understanding. - Responsible for achieving target margin on portfolio of clients and matters by understanding strategic levers that can be implemented to improve department’s financial success, using reporting to monitor project success in real time, spotting poorly performing matters, and constantly correcting to ensure projects and relationships are optimized. - Client Management - Manages a portfolio of multiple client relationships with revenue totaling up to $20 million, including cultivating them to expand offerings. - Supports sales and solutioning during client meetings, RFP responses, and QBR’s. - Exercises strategic, independent client communication including leading client / outside counsel calls, managing client expectations, and translating project-based details to digestible messages for legal and technical audiences. - Team Leadership - Readily adopts new processes and technology when rolled out by department leadership. - Coaches, trains, and develops team members with a focus on their individual growth, team succession planning, client support, and project budgets and timelines. - Sets clear expectations, regularly evaluates performance, provides feedback, and helps employees develop action plans for individual and team improvement. - Fosters a healthy team by recognizing and celebrating achievements, creating opportunities for growth, identifying and nurturing high-potential employees, and ensuring the team has the right mix of skills for success. - Understands, respects, and values the diverse backgrounds, perspectives, and experience of team members. - Leads by example, modeling the company’s values and ensuring they are embedded into the team’s work and culture. Qualifications - BA/BS from an accredited university. - JD and active bar licensure required. - Minimum 5 years experience managing document review projects independently from collection through production in a law firm or service provider environment. - Tech savvy, with strong knowledge of relevant industry platforms and tools. - Exemplary verbal and written communication skills with the ability and credibility to foster client and team trust. - Highly organized with strong attention to detail and demonstrated ability to handle multiple competing priorities simultaneously. - Team player with proven ability to work collaboratively both internally and externally. - Proven ability to invest in and develop people and collaborate with other teams, departments, and leaders to achieve company-wide goals and objectives. Benefits - Medical, dental, and vision benefits. - Generous time off policies. - 401(k) and Roth 401(k) options including company match. - Paid parental leave. - Company-paid short- and long-term disability. - Company-paid life insurance. - EAP plan that covers employees and household members. - Employee-friendly benefits evolving annually to meet the needs of a flexible workforce. Company Description UnitedLex is a data and professional services company delivering outcomes that create value and competitive advantages for legal and the business. Our business is anchored by a passion for innovation brought to life by a global community of diverse individuals determined to deliver on the promise of data mastery, legal acumen, and human ingenuity.

• Lead the long-term monetization roadmap. • Act as the "connective tissue" between Product, Marketing, and Sales. • Conduct deep-dive competitive analysis and buyer research. • Design and optimize product bundles for customers. • Partner with RevOps to implement pricing changes and develop discounting frameworks. • Lead internal enablement for global sales teams.