• Own the advisor AI Chat experience end to end, shipping enhancements every week. • Build a real cost-to-value model for AI Chat. • Build Tern's advisor mobile app from the ground up. • Own the advisor selling and marketing tools. • Grow and lead the advisor team through development pushes. • Live in the advisor feedback community and turn feedback into shipped improvements. • Do the full PM loop: research, PRDs, weekly-shippable scoping, QA, and rollout.

• Set Billtrust’s Applied Intelligence vision and multi-year product roadmap • Shape company-wide product strategy and influence investment priorities • Own the end-to-end product lifecycle for AI-powered capabilities • Drive a culture of bold experimentation and define testing frameworks • Recruit, develop, and retain a high-caliber team of product managers and applied AI practitioners • Serve as Billtrust’s most senior external voice on Applied Intelligence

• Set Billtrust’s Applied Intelligence vision and multi-year product roadmap, establishing the strategic framework that guides how AI shapes every layer of the AR lifecycle. • Serve as a member of the Product leadership team, shaping company-wide product strategy and influencing investment priorities at the executive level. • Define the operating model for how Applied Intelligence is built, deployed, and continuously improved — including governance, evaluation standards, and responsible AI principles. • Own the end-to-end product lifecycle for Billtrust’s AI-powered capabilities — from opportunity identification and experimentation through scaled delivery and ongoing iteration — leveraging co-worker agents and AI tooling to compress timelines and raise quality. • Establish rigorous frameworks for evaluating AI product performance, accuracy, reliability, and customer safety before and after deployment. • Drive a culture of bold experimentation: define hypotheses, design tests, interpret results, and champion the learnings that most accelerate product-market fit. • Recruit, develop, and retain a high-caliber team of product managers and applied AI practitioners, building one of the most sought-after AI product organizations in B2B fintech. • Champion AI-first ways of working across the entire Product organization, setting the standard for how leaders and ICs leverage AI tools to amplify impact. • Create clear career pathways and a coaching culture that elevates team members into future leaders of AI product development. • Serve as Billtrust’s most senior external voice on Applied Intelligence — representing the company at industry events, in analyst conversations, and in strategic customer and partner engagements. • Partner with Sales, Marketing, and Customer Success to ensure AI differentiation is clearly communicated and consistently converted into pipeline and retention. • Engage directly with key customers to co-create AI solutions, gather strategic insight, and validate roadmap direction against real-world complexity.

• Own the roadmap and backlog for Roadie’s internal billing and sender payment platforms, balancing business priorities, technical needs, and long-term product strategy • Partner with Finance, Sales, Data Science, Operations, and Engineering to design and deliver scalable billing and payment solutions • Translate complex business needs into clear product requirements, user stories, and prioritized work for engineering teams • Drive product decisions by analyzing data, identifying opportunities, and measuring the impact of new features and improvements • Build and maintain strong relationships with internal stakeholders and external partners, including UPS and payment vendors • Develop reporting and instrumentation to monitor billing accuracy, platform health, and operational performance • Continuously improve internal workflows to increase efficiency, reduce manual effort, and create a better experience for Roadie teams