Principal, Product Strategy (Financial Services)

10+ years of deep experience, hands-on in Financial Services – analyzing healthcare / claims / real-world data to inform investment decisions in public and/or private companies.

Expert-level understanding of the Financial Services segment: use cases, buyer and user personas, competitive dynamics, and where the market is heading

Analytical rigor: fluency in both qualitative market intelligence and quantitative data — including internal signals (revenue, pipeline, product usage, win/loss) and external signals (market trends, competitor moves, investor reports) — with a demonstrated ability to build well-structured, evidence-based strategies from both

Exceptional communication and influencing: the ability to translate complex ideas into crisp written, visual, and oral narratives for diverse audiences including customers, executives, and cross-functional teams

Track record of operating as an integrative, cross-functional leader (e.g., across Product, Sales, and Marketing functions)

Experience using AI coding / coworking tools to build something — software, prototypes, workflows, agents.

We're looking for a Principal, Product Strategy (Financial Services) to help the world's leading healthcare data & AI platform grow our Financial Services segment.

Own segment strategy for Financial Services with a P&L mindset toward where to invest to drive growth, retention, and account penetration - both in the near- and mid-term

Conduct ongoing business reviews tracking Financial Services revenue by product and channel, segment performance, competitive dynamics, and portfolio gaps

Consistently engage externally with customers, partners, and industry forums to understand market trends, buyer/user needs, and the competitive landscape

Prototype new product concepts using AI and low-code approaches, then build PRDs and partner with PM and Engineering to iterate and ship

Lead market entry for new Financial Services products: serve as early internal user; develop initial value proposition; collaborate with Sales on early pitches; collaborate with our Research Consulting team to support early customer implementations; and feed structured insights back to Product, Engineering, Marketing, and Sales teams