• 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

• Requirements Gathering • Sit in on client and internal sessions, capture structured notes, and turn raw requests into clear problem statements • Ask the follow-up questions that surface what a request actually needs before it reaches engineering • Requirement Writing • Author epics, user stories, and acceptance criteria to a consistent, high standard • Ensure every story has a clear rationale, testable acceptance criteria, and enough context that engineering and QA do not have to guess • Epic & Ticket Work • Break large pieces of work into properly structured epics and stories • Keep dependencies and sequencing visible, and maintain a clean, trustworthy backlog in Productboard and Azure DevOps • Tracking & Documentation • Keep the status of open client requests current and visible, and flag anything going stale • Maintain internal documentation and release notes for the workstream • Cross-functional Collaboration • Work closely with Engineering, Design, the Senior Product Manager, and Professional Services • Keep people informed and raise questions early rather than working in isolation

• Design and document functional specifications based on user needs • Create clear and actionable mockups and user stories • Collaborate daily with the development team to ensure accurate implementation • Work hand-in-hand with the Product Manager to define and refine the OpenCTI product roadmap • Support customer-facing teams (e.g., Solutions Engineers, Customer Success) in understanding and leveraging OpenCTI features • Identify, document, and prioritize user pain points to shape future functionalities • Define scenarios to address specific use cases in OpenCTI • Contribute to the improvement and animation of our product management methodologies