• 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.

• Own the roadmap for data engineering and third-party integrations that power our customer-facing ecosystem • Work daily with our data engineers to prioritize the roadmap on our internal data model • Gather requirements from departments like Business Intelligence, Marketing, Credit, Finance, Operations and Compliance • Lead the integration and configuration of third-party tools such as MarTech platforms • Solve complex problems around data flows, focusing on data orchestration, model improvements and infrastructure strategy • Own the quality of data outputs through testing and analysis • Collaborate with teams across the organization including compliance, legal, bank partnerships, business intelligence, operations, credit and marketing teams

• Own the Insights product area, defining vision, roadmap, and success metrics across observability experiences. • Drive AI-powered insights and alerting, including Grafana-based experiences that surface high-signal, low-noise information to customers. • Translate raw telemetry (metrics, logs, events) into curated, actionable insights that help customers understand performance, reliability, and cost drivers in their AI workloads. • Partner with Engineering and Design to ship proactive insights, including natural-language and automated analysis where appropriate. • Go deep on priority domains such as cost optimization, identifying what signals matter most and how they should be presented to drive action. • Use customer feedback, usage data, and experimentation to continuously validate impact and improve adoption of Insights features.