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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates the ability to build business cases and shape product roadmaps while effectively collaborating with engineering and operations teams. Proficient in financial modeling, data analysis, and identifying workflow improvements to drive partner adoption.
Highest-signal resume keywords
Business Case DevelopmentProduct Roadmap ShapingFinancial ModelingSQL ScriptingCross-Functional Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SQLFinancial ModelingScriptingAutomationData Analysis
Soft Skills
Proactive Problem SolvingEffective CommunicationAmbiguity Resolution
Tools & Technologies
Spreadsheets
Industry Keywords
BenefitsInsurancePayrollHR TechFintechHealthcare
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Build business cases for new product surfaces, including COBRA, 401k, HSA/FSA, and related products
- Run product sprints by writing requirements documents through internal and cross-functional interviews
- Shape the roadmap with engineering
- Scope MVPs, including reworking existing MVPs for current customers
- Work with account managers to turn opportunities into partner adoption
- Identify broken or manual workflows, propose fixes, build solutions, and pitch them
- Build projection models to support prioritization
- Work across operations, product, and engineering
Requirements
What you’ll need- Comfortable in both business and technical conversations
- Proactive: you fix what's broken without waiting to be asked
- Can turn an ambiguous problem into a clear recommendation
- Comfortable in spreadsheets and with messy data
- Some building experience: scripting, automation, SQL, or shipping alongside engineers
- Benefits, insurance, payroll, HR tech, fintech, or healthcare exposure is nice to have
- Experience scoping work directly with engineers is nice to have
- Financial modeling experience is a plus rather than a requirement
