• Own and lead high-impact client growth initiatives that materially impact revenue, conversion, and long-term customer value. • Drive strategy and execution across key growth areas including conversion optimization, upgrades, pricing and packaging, monetization experiments, churn reduction, and winback programs. • Identify, evaluate, and prioritize growth opportunities using a combination of data analysis, impact modeling, and experimentation. • Develop clear product requirements, success metrics, and experiment designs to maximize learning and business impact. • Build and maintain forecasting and impact models to inform prioritization, roadmap decisions, and executive communication. • Partner closely with Engineering and Design to deliver high-quality experiences efficiently in an agile environment. • Collaborate with Design to create user experiences that are both intuitive and effective at driving growth outcomes. • Perform UAT and functional QA to ensure launches meet quality and performance standards. • Internally: Work cross-functional with all parts of the company (development, support, marketing, business development, operations) in order to (a) convert their insights into product improvements; and (b) to convey the performed changes to them and to make sure they are being integrated and used effectively. • Externally: Connect with all external stakeholders (members, providers, marketing channels, business partners, regulators) both inbound and outbound to make sure our product is meeting their needs and requirements. • Participate in defining growth strategy and long-term product direction for the client experience. • Own and obsess over core growth KPIs, continuously seeking opportunities to optimize and improve performance. • In a nutshell: [Ideate, execute, test, measure, analyze, learn, iterate] x ∞

• Ensure a smooth and successful product launch by supporting the execution of launch-critical features • Lead structured user engagement to inform future pi tool development, including creating interview guides and test scenarios, conducting usability walkthroughs, validating workflows, and facilitating early concept or low-fidelity testing • Collaborate with the VP of Product to capture, synthesize, and distill user feedback into actionable themes and insights • Translate agreed-upon product direction into clear user stories, functional requirements, and acceptance criteria • Partner with engineering to clarify scope, assumptions, and dependencies, ensuring alignment and timely delivery • Maintain product documentation and backlogs with a focus on launch readiness and accuracy • Establish frameworks and processes to support long-term product management execution and success as the pi platform continues to evolve and scale • Note: This role does not own product strategy, schemas, or standards; its primary focus is translating strategic direction into actionable outcomes and user-centered learning

• Partner with portfolio company leadership to define and refine product vision, strategy, and roadmaps aligned to Vista’s investment thesis and value creation plans. • Drive adoption of best-in-class product management practices across portfolio companies, with a strong emphasis on commercial outcomes (ARR growth, retention, expansion, pricing leverage). • Assess product-market fit, portfolio rationalization, platform strategy, and build/buy/partner decisions. • Translate market, customer, and competitive insights into actionable product priorities. • Establish and scale product operating models that emphasize accountability, speed, and measurable impact. • Drive consistency in product discovery, roadmap planning, delivery, and lifecycle management across portfolio companies. • Introduce and reinforce metrics-driven product management (e.g., OKRs, North Star metrics, outcome-based roadmaps). • Ensure tight integration between Product, Engineering, Sales, Marketing, and Customer Success in highly matrixed environments. • Coach, mentor, and develop CPOs, VPs of Product, and senior product leaders across the portfolio. • Leverage modern AI-powered product tools and workflows to improve product velocity and quality.

• Oversee product definition and delivery: Be directly involved in the definition, execution and timely delivery of product features, ensuring alignment with business objectives and customer expectations. • Manage product backlog: Prioritize tasks, define user stories, and work closely with the engineering team to ensure a smooth development and delivery processes. • Collaborate with cross-functional teams: Work closely with engineering, design, data, and other stakeholders to ensure a seamless product delivery from start to finish. • Optimize delivery processes: Continuously improve product workflows to enhance team efficiency, product quality, and speed to market. • Coordinate with stakeholders: Act as the main point of contact between the product team and internal stakeholders, ensuring alignment on goals, priorities, and expectations. • Build strong relationships: Foster strong, trusting relationships with both internal and external stakeholders to support seamless collaboration. • Foster collaboration: Create a transparent, communicative environment that encourages teamwork and drives collective success. • Ensure customer satisfaction: Gather feedback from stakeholders and customers, ensuring the product meets their needs and expectations, and make necessary adjustments based on their input.