• Define the vision for an AI-native platform, prioritizing agentic architectures, multi-agent orchestration, and LLM-based workflows as core building blocks of Sherweb's growth. • Own the roadmap for agents, orchestration services, and AI workflows, balancing first-party agent experiences with third-party extensibility for partners and their vendors of choice. • Track the rapidly evolving landscape of foundation models, agent frameworks (MCP, A2A protocols), orchestration tooling, and competitor agent ecosystems, translating marketplace intelligence into strategy. • Collaborate closely with Marketing and Sales to develop action plans, communication strategies, and sales tools that clearly articulate the value and capabilities of an agentic platform and its integration ecosystem. • Engage clients (both internal & external), partners, and external vendors to capture agent workflow needs, drive integrations and extensibility, and promote responsible adoption. • Mentor peers and build organizational fluency in LLMs, agent design, evaluations, RAG, and responsible AI practices. • Analyze sales results, customer feedback, internal feedback, and AI-specific telemetry (model accuracy, latency, cost, adoption, and quality signals) to refine strategies, offerings, and customer satisfaction goals. • Represent Sherweb as a voice in the agentic AI and platform ecosystem space, championing responsible AI and an open, extensible vision.

• Manage the complete lifecycle of data products, from ideation and development to deployment, optimization, and continuous improvement. • Define and prioritize data product roadmaps, balancing business needs, technical feasibility, and stakeholder expectations. • Partner with cross-functional teams, including Data Engineers, Data Scientists, Analytics Specialists, and business stakeholders. • Understand data architectures, ETL/ELT pipelines, integrations, and analytics platforms to support product decisions and strategic direction. • Translate business needs into clear, actionable, and achievable requirements for technical teams. • Perform data profiling and analysis to identify patterns, relationships, and opportunities for value creation. • Define metrics, KPIs, and success criteria to measure the performance and impact of data products. • Validate solutions with users and stakeholders to ensure they meet business needs and expectations. • Foster a data-driven culture and support the adoption of AI and automation within team workflows. • Lead and influence cross-functional teams while supporting the growth and development of the professionals involved in data initiatives.

• Lead the vision, strategy, and execution of the Consumer Directed Health product roadmap across HSA, HSA Investments, FSA, HRA, claims technology, and related service technology support initiatives • Drive operational excellence and accountability across multiple product domains and leadership teams • Partner cross-functionally with Engineering, Design, Operations, and Commercial stakeholders to align product investments with company priorities • Lead and mentor a high-performing organization of Product Managers and Product leaders through coaching, collaboration, and strategic oversight • Drive AI-enabled product innovation and operational improvements across customer and internal experiences • Oversee prioritization and execution of internal operational product initiatives and service technology support efforts • Ensure scalable product delivery processes and disciplined roadmap execution through strong product operating model practices • Shape future-state product strategy and market differentiation within the CDH ecosystem.

• Manage and oversee the organization and performance of certain functional areas and the activities of direct reports. • Provides staff management and guidance with an understanding and following established company policies and procedures. • Manage and ensure service delivery of Products to meet client and company expectations and needs. • Creates, recommends and implements Product improvements to meet established objectives. • Participate in developing new business and/or task order proposals. • Manages and monitors business activities to ensure a high standard of professional excellence is maintained among all staff members. • Oversee development of operating and personnel budgets. • Monitors spending for adherence to budget plans, develops and recommends variances. • Performs and/or oversees budget analysis. • Coordinates and communicates with other managers and SMEs to leverage resources and discuss solutions to problems. • Develop processes for leveraging and using resources to meet customer needs. • Investigates and resolves matters of significance as appropriate. • Develops and maintains communications with the customer, management and staff to ensure service is delivered on time and within budget or contractual obligations. • Select and hire employees. • Trains and evaluates employees to enhance their performance, development, and work product. • Addresses performance issues and makes recommendations for personnel actions. • Motivates and rewards employees including providing salary increases within allocated budgets and company guidelines.