• Define and maintain product roadmaps aligned with business priorities, operational goals, and user needs • Partner with leadership to identify opportunities that improve efficiency, scalability, adoption, and user experience across internal platforms • Own the full product lifecycle from discovery and requirements gathering through launch, iteration, and optimization • Balance short-term execution needs with long-term product strategy and platform scalability • Establish and monitor product success metrics tied to adoption, operational impact, and workflow efficiency • Conduct user interviews, workflow analysis, and stakeholder discovery sessions to identify pain points and product opportunities • Translate operational challenges and business objectives into clear product • Prioritize initiatives based on business impact, user value, technical feasibility, and organizational goals • Develop detailed user stories, acceptance criteria, and functional specifications for engineering teams • Validate product ideas through testing, experimentation, analytics, and user feedback before broader implementation • Serve as the primary liaison between business stakeholders, engineering teams, automation teams, and design partners • Lead sprint planning, backlog prioritization, and release coordination in partnership with engineering leadership • Remove blockers, facilitate decision-making, and ensure teams remain focused on high-impact deliverables • Communicate product priorities, timelines, tradeoffs, and updates clearly to both technical and non-technical stakeholders • Champion intuitive, user-centered product experiences that simplify workflows and improve advisor productivity • Identify inefficiencies within operational processes and collaborate with teams to implement scalable solutions • Monitor feature adoption, user behavior, and workflow performance to inform future product improvements • Identify opportunities to leverage AI and automation to improve operational efficiency and reduce manual work • Partner with engineering teams to evaluate, test, and implement AI-driven product features and workflows • Assess emerging technologies and tools for their practical business applications and long-term scalability • Support experimentation initiatives focused on improving productivity, service delivery, and user experience • Use product analytics, experimentation, and user insights to inform prioritization and product decisions • Define KPIs and reporting frameworks that measure feature effectiveness, adoption, and operational impact • Partner with technical teams to ensure proper event tracking, analytics instrumentation, and reporting visibility • Conduct analysis on user behavior, workflow trends, and feature performance to guide ongoing product strategy

• Own and manage the product backlog, ensuring work is clearly defined, prioritized, and aligned to business outcomes • Translate business needs and stakeholder requests into structured requirements, user stories, and acceptance criteria • Partner with engineering and design to ensure requirements are well understood and delivered with quality • Facilitate sprint planning, backlog refinement, and day-to-day delivery execution to keep the team on track • Identify and manage dependencies, risks, and scope changes throughout the delivery lifecycle • Leverage data, user feedback, and team insights to continuously improve the product • Bring an AI-forward mindset to your daily work, using tools like Claude to accelerate documentation, research, and analysis • Build and maintain strong relationships with client stakeholders, serving as a trusted partner in delivery • Communicate progress, risks, and tradeoffs clearly to both technical and non-technical audiences • Facilitate working sessions, requirement discussions, and decision-making forums with clients and delivery teams • Take full ownership of product delivery responsibilities end-to-end and follow through with consistency • Frame requests in terms of user and business outcomes, not just features • Contribute to a positive, high-performing team environment through reliability, clarity, and good judgment

• Own the end-to-end billing platform, including claims generation, invoicing, and internal tooling for revenue cycle and accounting teams • Create a product roadmap focused on ensuring billing accuracy, reducing manual operations, and accelerating time-to-cash • Develop systems that support new product launches, new pricing and packaging, and customer onboarding • Partner with business teams to open new verticals for Omada’s customers and help our existing business to scale • Define and execute the billing product strategy, aligned to company growth and operational goals • Collaborate closely with engineering, revenue cycle, accounting, and commercial teams to translate business needs and contract requirements into scalable product solutions • Identify and prioritize opportunities to reduce billing errors, streamline workflows, and improve collection rates • Write clear product requirements and manage the team backlog to deliver high-impact solutions • Use data to evaluate performance (e.g., billing accuracy, collection rates) and guide decision-making • Explore and apply AI approaches to improve billing operations

• Build and manage the data product roadmap, ensuring alignment with the area's strategic objectives. • Translate business needs into epics, features, user stories, and clear, actionable acceptance criteria. • Manage and prioritize the backlog in Jira, aligning expectations between stakeholders and technical teams. • Facilitate agile ceremonies such as refinement, planning, daily stand-ups, review, and retrospective. • Partner with Data Engineering teams to clarify requirements, remove impediments, and support deliveries. • Contribute to defining metrics, business rules, and analytical data products. • Monitor product evolution and support data- and metric-driven decision-making.