Product Manager - Automation & Intelligent Workflows

About the role

We're looking for a strategic leader to drive our enterprise automation and intelligent workflow initiatives. You'll work closely with business stakeholders, operational leaders, and demand intake partners to identify, qualify, and scope new automation opportunities. Your primary focus will be on strategic product leadership, acting as the business-driven visionary who understands the underlying technology deeply enough to orchestrate high-impact, scalable AI and automation solutions.

Responsibilities

• Identify & Scope Opportunities: Partner closely with business stakeholders, operational leaders, and demand intake partners to identify, qualify, and scope new automation opportunities.
• Facilitate Discovery Sessions: Lead deep-dive discovery sessions to thoroughly understand current-state processes, operational pain points, transaction volumes, exception rates, and upstream/downstream dependencies.
• Document Requirements: Translate discovery findings into structured use cases, process flows, and business requirements that seamlessly support downstream technical design and delivery.
• Feasibility Screening: Perform initial technical feasibility screening and route opportunities to the appropriate technology path (RPA, Power Platform, APIs, AI-assisted tools, or self-service solutions).
• Quantify ROI: Write robust, value-justified business cases with defined problem statements, success metrics, and stakeholder sign-off before work enters the development pipeline.
• Model Value Metrics: Quantify expected automation value, including hours saved, hard-dollar cost avoidance, error reduction, and process throughput improvements.
• Pipeline Prioritization: Apply a consistent, data-driven scoring methodology to rank and prioritize opportunities across strategic value, complexity, reusability, and development capacity.
• Backlog Management: Manage the prioritized intake pipeline feeding the development team, maintaining clear visibility into what is in flight, queued, or deferred.
• Track Value Realization: Monitor post-deployment performance, track value realization, and report ROI and portfolio health on a regular cadence to executive leadership.
• Bot Health & Triage: Monitor production bot health, triage operational exceptions, and coordinate change impact analysis when upstream systems or business processes evolve.
• Inventory Management: Maintain a comprehensive portfolio inventory, classifying automations by health, actual value delivered, and retirement candidacy.
• Standardization & Retirement: Surface patterns across the active portfolio to identify opportunities for standardization, component reuse, and the retirement of low-value or obsolete automations.
• Business Liaison: Serve as the primary day-to-day business-facing liaison for the RPA & Automation team, building durable, trusting relationships with operational and regional leaders.
• Provide Technical Guidance: Partner with the demand intake function to provide early technical guidance on incoming requests and help shape investment theses.
• Governance & Compliance: Support governance, compliance alignment, and audit readiness across the automated process portfolio, ensuring all workflows adhere to strict data privacy and security regulations.
• Executive Reporting: Contribute to executive-level reporting on automation program performance, strategic value realization, and overall portfolio health.

Requirements

• 5+ years of experience in business/product analysis, product management, or a similar analytical, stakeholder-facing role.
• 5+ years of experience modernizing legacy operations using RPA, workflow orchestration, OCR, or intelligent document processing.
• Background in Fintech, lending, originations, or financial services (highly preferred).
• Demonstrated ability to write business cases, model ROI, and manage backlog prioritization from intake to delivery.
• Strong conceptual understanding of AI/ML models (including supervised/unsupervised learning and LLMs) and their application in intelligent workflows.
• Deep technical fluency in RPA and automation tools, with the ability to translate operational pain points into well-scoped technical solutions.
• Exceptional ability to translate complex technical concepts and data metrics into clear, executive-level business narratives.
• Proven leadership in building trust and driving alignment across cross-functional teams, including engineering, data science, legal, and compliance.

Qualifications

• Master's degree in Computer Science, Business Administration, Engineering, or related field.
• Experience with RPA platforms such as UiPath, Automation Anywhere, Blue Prism, etc.
• Experience with workflow orchestration tools like Microsoft Power Platform.
• Knowledge of AI/ML models and their application in intelligent workflows.
• Experience with API development and integration.
• Experience with data analytics and business intelligence tools.

Skills

• Strategic thinking and project management skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.
• Experience with agile methodologies and tools.

Benefits

Immediate medical, dental, vision and prescription drug coverage
Flexible family care days, paid parental leave, new parent ramp-up programs, subsidized back-up child care and more
Family building benefits including adoption and surrogacy expense reimbursement, fertility treatments, and more
Vehicle discount program for employees and family members and management leases
Tuition assistance
Established and active employee resource groups
Paid time off for individual and team community service
A generous schedule of paid holidays, including the week between Christmas and New Year’s Day
Paid time off and the option to purchase additional vacation time.

Pay

This position is a salary grade 6 and ranges from $74,300-$124,500.
This position is a salary grade 7 and ranges from $86,600-$144,900.
This position is a salary grade 8 and ranges from $99,100-$166,200.
Final determination of salary grade will be based on candidate's skills and experience, and base salary will be set within the applicable range according to job scope, responsibility and competitive market value.

Schedule

Full-time, Monday through Friday.

Equal Opportunity Employer

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status.