Senior Product Manager

Key Responsibilities

• Define and execute the product vision, strategy, roadmap, and measurable outcomes for the Document Intelligence Platform.
• Lead development of AI-powered document ingestion, classification, extraction, and data processing capabilities.
• Identify opportunities to reduce manual data entry and improve document-processing accuracy and efficiency.
• Partner with engineering, design, AI/ML, data, compliance, and business teams throughout the product development lifecycle.
• Translate customer and business needs into product requirements, user stories, acceptance criteria, and prioritized backlogs.
• Lead backlog grooming, sprint planning, prioritization, and agile delivery activities.
• Drive rapid experimentation and iterative product delivery, with the ability to produce meaningful product increments on a weekly basis.
• Use customer feedback, analytics, research, and market trends to continuously improve product capabilities.
• Evaluate emerging AI, LLM, OCR, document intelligence, and data exchange technologies.
• Ensure AI-powered capabilities are appropriately validated and integrated into customer workflows.
• Balance innovation, scalability, reliability, security, compliance, and business objectives.
• Partner with legal, privacy, regulatory, and compliance teams to support responsible AI and secure data handling.
• Communicate product strategy, priorities, progress, and business impact to executives and cross-functional stakeholders.
• Serve as a product thought leader for intelligent document processing and AI-enabled tax data ingestion.

Required Qualifications

• 7+ years of product management experience, preferably within software, fintech, tax, accounting, financial services, or related technology environments.
• Strong hands-on product experience with AI-driven document ingestion and extraction platforms.
• Experience with document classification, OCR, data extraction, document processing, and downstream system integrations.
• Strong understanding of AI/ML and LLM-based technologies, including their capabilities, limitations, validation requirements, and practical implementation.
• Casual use of AI tools such as ChatGPT, Claude, Cursor, or similar platforms.
• Ability to clearly explain how AI tools are incorporated into different phases of the product management lifecycle.
• Proven experience working directly with software engineers and product designers.
• Strong experience with user stories, product requirements, backlog management, sprint cadence, and agile methodologies.
• Demonstrated ability to work in a fast-paced environment and deliver tangible product improvements quickly.
• Strong analytical, problem-solving, prioritization, and decision-making skills.
• Excellent written and verbal communication skills with the ability to influence technical and executive stakeholders.
• Bachelor's degree or equivalent professional experience.

Preferred Qualifications

• Experience building products for tax, accounting, fintech, financial services, or payments.
• Experience with B2B and B2C platforms.
• Experience with intelligent document processing, financial document automation, OCR, OFX, or similar data ingestion technologies.
• Experience applying AI agents or LLMs to customer-facing product workflows.
• Familiarity with responsible AI, data privacy, regulatory, and compliance considerations.
• Experience with design thinking and customer-centric product development.

Core Skills

• Must Have:
  • Product Management
  • Document Intelligence
  • AI/ML
  • LLM / Generative AI
  • Document Ingestion
  • Document Classification
  • Data Extraction
  • OCR
  • Downstream System Integration
  • Agile / Scrum
  • User Stories
  • Backlog Management
  • Product Roadmapping
  • Cross-functional Collaboration
  • ChatGPT / Claude / Cursor or similar AI tools
  • Rapid Product Delivery
• Nice To Have:
  • Tax Technology
  • FinTech
  • Accounting Software
  • Financial Services
  • B2B/B2C Products
  • OFX Integrations
  • Responsible AI
  • Data Privacy / Compliance
  • AI Agents
  • Design Thinking