• Triage requests and insights from customers, support, coaches, advisors, and internal teams • Distill feedback into a prioritized backlog of continual improvements to the model and planning experience • Identify themes, recurring issues, and emerging opportunities • Translate ideas and problems into clear, actionable, well-scoped requirements • Drive clarity by asking thoughtful, probing questions and ensuring alignment across engineering, design, and product • Maintain crisp documentation for models, scenarios, and expected outcomes • Determine the breadth of model scenarios that should be included in testing (edge cases, user realities, complex life events) • Validate calculations across diverse scenarios to ensure correctness and stability, including edge cases • Partner with engineering to diagnose model discrepancies and propose fixes • Explore potential new financial models (e.g., tax, allocation, estate planning, guardrails) and define their purpose, value, and mechanics • Propose enhancements that improve usability, increase user confidence, and support subscription growth and retention • Conduct lightweight discovery on model-driven opportunities that could increase conversion or deepen engagement • Thoroughly test features in development and staging to ensure accuracy, usability, and a seamless user experience • Validate numerical outputs, user flows, and edge-case behavior before release • Ensure defects or gaps are captured, communicated, and resolved prior to launch