• Become the in-house expert on our target market segments, competitive landscape, and industry trends. • Conduct regular customer interviews, analyze usage data, and synthesize market research to identify unmet needs and opportunities. • Define and continuously refine the product vision, strategy, and roadmap based on market insights and business objectives. • Develop go-to-market strategies in partnership with marketing, sales, and customer success teams. • Transform market opportunities into detailed product requirements and user stories. • Collaborate with design and engineering teams to build solutions that address validated market needs. • Prioritize features based on customer impact, market opportunity, and strategic alignment. • Make data-informed decisions by defining and tracking key product metrics and KPIs. • Balance technical feasibility, business viability, and user desirability in product decisions. • Evaluate opportunities using a "build, buy, or partner" framework to determine the most strategic and efficient path to delivering customer value. • Collaborate with integration team, technology partners, and third-party vendors to evaluate capabilities, define requirements, and manage integrations that enhance platform functionality and align with customer workflows. • Build deep relationships with customers to understand their workflows, pain points, and goals and demonstrate a high degree of empathy (borderline obsession) with customer / user experience. • Regularly present product strategy and roadmap to internal stakeholders and executive leadership. • Collaborate cross-functionally with sales, marketing, customer success, and operations teams. • Educate internal teams on product positioning, value proposition, and competitive differentiation. • Facilitate smooth product launches through comprehensive go-to-market planning and execution.

• Define and develop company-wide strategy of digital transformation across customer experience, sales, marketing, and business units. • Work with marketing and business units to identify initiatives that deepen the digital customer experience in a way that is cohesive and builds upon the larger Paychex strategy. • Oversee the creation, technical development, and execution of high impact digital solutions. • Drive UX/UI strategy of solutions, in collaboration with stakeholders, to create prototypes and designs that support the buyer journey. • Support implementation of solutions by coordinating execution teams and plans across internal/external partners. • Provide digital strategy guidance and governance to Business Units. • Communicate digital strategy and initiatives to company and Executive Committee.

• Own the Service Strategy & Roadmap • Lead the vision, strategy, and long-term evolution of assigned fleet services • Build and execute a roadmap aligned to company growth and profitability objectives • Own full-service performance, including financial outcomes and value creation • Increase service adoption, utilization, and attach rates in partnership with Sales and Client Experience • Own KPIs, unit economics, margins, and forecasting • Develop business cases to support investment, pricing, or operational changes • Identify service delivery gaps and lead scalable process and technology improvements • Leverage data, automation, and connected capabilities to optimize performance • Ensure services deliver measurable client impact while meeting cost and quality targets • Act as the central point of coordination from concept through execution • Partner with Operations, Technology, Finance, Strategic Sourcing, and external vendors • Manage third-party providers, pricing structures, and SLAs • Drive change management and adoption across the organization

• Own the Enterprise Reporting Roadmap for EverPro business requirements: Define and manage the strategic direction of high-level reporting products used across the company, with a focus on usability, accuracy, and executive alignment. • Lead KPI Stewardship: Act as the SME on all enterprise KPIs – ensuring consistency, clarity, and documentation of definitions and methodologies. • Drive Cross-Functional Delivery: Collaborate with analytics, FP&A, and data engineering teams to ensure timely and accurate delivery of quarterly and monthly reporting packages (e.g., for Earnings Calls and Board meetings). • Stakeholder Management: Serve as the primary point of contact for senior leaders regarding enterprise reporting needs, data interpretation, and roadmap prioritization. • Reporting QA & Governance: Own the QA process and change management protocols for all executive reporting assets to ensure a high standard of data integrity. • Continuous Improvement: Identify gaps in data availability, reporting processes, and visualization tools, and work to drive improvements that scale across EverCommerce’s portfolio of businesses.