• Define the vision and strategy for a new product area across financial advisor use cases • Define what early product-market fit signals look like for each opportunity, and be honest when they're not moving • Design and run rapid testing cycles: customer interviews, lightweight prototypes, pilot programs, and early access cohorts • Have an entrepreneurial instinct to not just learn but to deliver value as quickly as possible • Work cross functionally for pricing and packaging decisions and integrating the new products within natural points of the advisor’s workflow

• Partner with product leadership to define and drive the Pod-Agents roadmap, from discovery through pilot, GA, and ongoing iteration. You'll contribute to strategy, own the specs, and drive execution on one of our most technically ambitious product areas. • Partner closely with our CMO and clinical operations team to deeply understand how care managers work, where AI can genuinely help, and where humans need to stay in the loop. • Define what good looks like for AI agent features, including evaluation frameworks, success metrics, and feedback loops that tell you whether the product is actually working in the field. • Write clear, opinionated specs that give engineers and designers the context they need to build the right thing: not requirements documents, but decision documents. • Navigate ambiguity with structure. This is greenfield product work in a regulated domain – you’ll make good calls with incomplete information, and know when to slow down and learn more before moving forward. • Own the cross-functional alignment across Pod-Agents, ECM, and Access, driving the shared understanding of what we're building, why it matters, and how it connects to Pair Team's broader care delivery model and partner programs. • Keep stakeholders informed and united at every stage — writing crisp updates, running efficient reviews, and managing across clearly so leadership always has the context they need and the team stays focused on building.

• Owning a product line, product planning, and product delivery • Ability to write epics and detailed user stories for the engineering, QA, and design teams to fully understand the scope of functionality and business drivers, so they can estimate and deliver with quality • Creating wireframes and working with product design specifications • Breaking down features into stories together with the scrum master and engineering lead • Documenting use cases, requirements, and stories focused on model-driven design architecture • Providing regular guidance on product requirements and business priorities with daily stand-ups, grooming, and planning sessions • Prioritizing features and defining requirements for successful delivery • Prioritizing product defects and bugs, and communicating with stakeholders • Advocating for the customer on the Scrum team, providing vision and direction for the Agile development team and stakeholders throughout the project • Effectively communicating and collaborating with all groups in the organization over the entire product development lifecycle from requirements gathering to release to rollout training • Monitoring performance of your product(s) and measuring impact of product enhancements; communicating impact clearly across the organization and use to drive prioritization • Creating release notes and training material/videos • Ability to take ownership and work autonomously in a high-speed environment

• Own the end-to-end search platform, including retrieval, ranking, recommendations and matching, to drive engagement, conversion, and marketplace outcomes. • Continuously improve product performance through rigorous experimentation (A/B testing), data analysis, and user research. • Partner closely with Engineering, Data Science, and Design to define and ship high-impact features that improve relevance, quality, and efficiency of search results. • Define and prioritize product requirements, roadmaps, and success metrics aligned to business goals. • Develop a deep understanding of user intent, segmentation, and behavior to inform search strategy and personalization approaches. • Lead quantitative and qualitative analyses (e.g., funnel diagnostics, cohort analysis, usability studies) to identify opportunities and inform decisions. • Establish and monitor key performance indicators (KPIs), including “do no harm” metrics, to ensure balanced and sustainable product improvements. • Analyze competitive landscape and industry trends to inform product direction and differentiation.