• Own the product vision and multi-year roadmap for administrative agent functions • Design and implement standardized workflows and data interfaces • Partner with Technology and Architecture teams to deliver resilient, scalable capabilities • Introduce automation and straight-through processing for agent notices • Implement robust operational controls and performance dashboards • Govern vendor platforms and industry utilities • Enable superior client and borrower experiences through secure self-service portals • Run quarterly planning cycles and set OKRs

• Own all accounting and financial reporting projects supporting Private Credit service delivery • Lead delivery of operations and business support technology for Private Credit • Partner closely with client delivery organizations to identify key operational challenges • Define and document target capabilities and requirements related to Private Credit operations delivery • Collaborate with other product leads across Private Credit to ensure consistent client experiences • Identify, design, and scope new automations and capabilities

• Serve as the primary product and technology expert for large, strategic global Private Credit clients and prospect engagements, including discovery sessions, product demonstrations, and solution design • Partner closely with Sales and Relationship Management teams to understand client needs, articulate product capabilities with credibility, and ensure proposed solutions are technically feasible, scalable, and aligned with the strategic product roadmap • Lead structured discovery engagements with institutional clients to translate business and operational requirements into clear product inputs, user stories, use cases, and prioritization recommendations in collaboration with the Client Experience lead • Balance client-specific requests with platform strategy, applying strategic judgment to determine when configuration or roadmap acceleration is appropriate versus when standard capabilities should be leveraged to maintain scalability • Generate and maintain client-specific roadmap views for large, strategic clients, providing tailored presentations of product strategy and delivery timelines that reinforce partnership and transparency • Own and optimize the onboarding approach for large migration clients, designing processes and leveraging technology to increase efficiency, reduce time-to-value, and accelerate sales-to-revenue conversion • Ensure client commitments and deliverables are clearly defined, tracked, and communicated, coordinating across product, engineering, and delivery teams to proactively manage expectations and ensure successful execution • Design accelerated solution delivery approaches in partnership with business units, delivery teams, and technology teams, identifying the optimal path (partner/build/buy) to bring new offerings to market quickly and efficiently • Validate and explore new product offering potential with Private Credit business units, ensuring strategic alignment and where applicable, integrating validated opportunities into the broader product roadmap and investment priorities • Provide deep alternative investment domain expertise across fund structures, asset-level data, financial reporting, and servicing workflows to build credibility and trust with sophisticated institutional clients and internal stakeholders

• Act as the interface between Customer Success Management and Technology • Communicate with customers regarding product enhancement requests and ideas • Translate ideas into creative, actionable software concepts (UI mockups, user story mapping, process modeling, …) • Create UI mockups and interactive prototypes in Figma • Maintain and organize project documentation and the product roadmap in Notion • Prepare concepts for developers and prioritize tasks • Facilitate meetings and document decisions • Conduct quality checks and align outcomes with the intended concepts • Ensure compliance with project goals, including requirements, schedules, and budgets • Proactively gather user feedback