• Create, manage, and implement an annual strategic plan, marketing plan and budget and administer all plans to ensure alignment with company objectives. • Responsible for forecasting line revenue and profitability by gathering and analyzing internal capabilities and capacity, market demand, and external competitive information. • Manage and direct development of all product commercialization duties, inclusive of sales strategies focusing on solution differentiation, pricing comparisons, advertising methodology, marketing approach, competitive comparisons, and cost/benefit analysis for solution participants. • Partner with Marketing Services to create and prepare advertising and promotional materials for products and solutions for member credit unions and consumers. • Partner with member credit unions and advisory group credit unions for select market evaluation, research, surveys, focus groups, and pilot testing. • Be an expert on market trends effecting solution offerings to maximize market opportunities and minimize the negative effects of competitive activity. • Create and publish or present thought leadership regarding trends and usage of assigned product lines. • Ensure effective communication of pertinent information to internal staff and external member-owners relating to new solution initiatives and existing solution enhancements. • Lead and participate in meetings to support the executive committees throughout developmental stages to track and communicate progress; participate in various Velera, Vendor, Partners, financial institution executives or other advisory groups or committees. • Maintain current knowledge of the latest industry trends and integrate them into product line where appropriate; consult credit unions on best practices relating to product. • Communicate and routinely update solution performance information to senior leadership. • Represent and support Velera personnel at sales meetings, vendor and partner meetings, trade shows, financial institution site visits and association functions. • Direct the development of product documentation, procedures, training and marketing materials. • Conduct technical analysis, determine technical product direction and direct development • Perform other duties as assigned.

• Define and own the vision & strategy for your product area • Be a relentless advocate for the customer and have a deep understanding of their true needs, and translating these needs into use cases that detail customer and business impacts • Partner deeply with cross-functional teams like Engineering, Customer Success, Sales and Marketing to design, develop and launch end-to-end experiences that delight our customers • Drive innovation by identifying and implementing experiences that improve customer workflows, help 1upHealth scale and drive customer engagement • Create, iterate and maintain your product roadmap that tells the story of what we want to do this year and in the future • Guide the prioritization of what we build and the sequence, considering our business strategy and the needs of our customers and develop strong recommendations when inevitable trade-off discussions occur • Make an impact on users across the healthcare landscape

• Partner with product and marketing teams to ensure compliance with consumer protection regulations in the development, launch, and enhancement of deposit, payment, and lending products, providing strategic guidance on regulatory requirements and operational implementation. • Lead the evaluation and interpretation of compliance requirements for new and existing products, ensuring alignment with EarnIn’s compliance framework and regulatory expectations through research, analysis, and documentation. • Monitor and analyze new and evolving regulatory requirements, assessing their impact on products, marketing practices, and internal processes, and driving updates to policies, procedures, and controls to maintain compliance. • Own the development, implementation, and ongoing maintenance of compliance policies, procedures, and controls, conducting periodic reviews and driving enhancements to strengthen the compliance program. • Collaborate with cross-functional teams to design and oversee monitoring and testing activities that assess adherence to compliance policies, identify potential risks, and implement corrective actions where necessary. • Partner with Compliance Managers in compliance risk assessments, ensuring risks are properly documented, and necessary controls are in place. • Drive cross-functional initiatives and projects related to product and marketing compliance, ensuring compliance objectives are integrated into project planning and execution. • Provide clear, practical regulatory guidance to stakeholders by translating complex requirements into actionable recommendations that enable compliant product development and marketing practices. • Manage and develop a team of compliance professionals by setting clear expectations, providing actionable feedback, and supporting growth. • Set and execute near-term strategic plans, monitor workload and performance, and ensure consistent, high-quality delivery. • Foster a collaborative, accountable team culture and serve as a trusted cross-functional partner to promote a strong culture of compliance. • Excellent analytical, organizational, written, and verbal communication skills, with the ability to clearly document complex investigations and regulatory analyses. • High integrity, professionalism, and discretion in handling sensitive information. • Perform other duties as assigned.

• Partner with stakeholders to translate their vision into reality through prioritization, roadmapping, and requirements development • Lead and direct a cross-functional team of designers, data scientists, and engineers to deliver iteratively and incrementally • Balance business needs, user needs, and technical capabilities to deliver solutions that result in meaningful impact and outcomes • Proactively identify and manage risks, dependencies, and tradeoffs and communicate with internal stakeholders and leadership to ensure operational support for delivery • Set outcomes-driven success metrics and measure the impact of the work to guide future iterations and strategic decisions • Facilitate effective product strategy methods and agile ceremonies • Enable continuous solution feedback loop based on qualitative and quantitative data from clients, customers, and end-users • Communicate effectively with clients to ensure continuous alignment of team priorities • Engage relevant parties across the government ecosystem to collaboratively problem solve issues that impact our ability to deliver desired outcomes • Leverage AI tools to accelerate discovery, documentation, and experimentation, and to strengthen analysis, communication, and decision-making. • Identify opportunities to automate repetitive work and improve team efficiency through responsible use of AI.