• Lead and manage AI initiatives across the organization • Conduct in-depth opportunity analysis for new and existing AI initiatives, including business case development and feasibility assessment • Drive expansion of a core product area, including growth across lines of business and specialties, and support of new use cases • Translate key business insights, data science insights, and model outputs into scalable product features • Collaborate with data science teams to outline proof-of-concepts (POCs) • Evaluate the success of AI initiatives at the POC stage gate • Drive alignment across engineering, data science, clinical, and operations stakeholders to deliver cohesive solutions • Define, monitor, and act on key performance metrics to inform business impact, prioritization, and continuous improvement • Communicate results and insights to executive stakeholders

• Turn direction into shipped work: Take goals and priorities from product leadership and translate them into clear, buildable specs with defined requirements and success criteria. • Drive cross-functional delivery: Lead engineering, design, QA, and other stakeholders day to day from problem to launch. Run the standups, track the work, unblock the team, and keep things moving. • Own the details: Manage scope, timelines, and dependencies. Surface risks early and keep leadership informed on progress and trade-offs. • Partner with QA on quality: Work with QA and engineering to test thoroughly and hold the team to the quality bar before we ship. • Bring ideas and evidence: Pressure-test concepts with users, prototypes, and data, and bring well-formed proposals to product leadership. The strongest ideas earn their way onto the roadmap. • Measure what shipped: Help define and instrument the metrics for your work, then report honestly on whether it moved them. • Communicate clearly: Keep partner teams and leadership aligned on status, blockers, and results. Escalate the right things at the right time.

• 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