Senior Product Manager, Financial Visibility & Reconciliation
About the role
This role will help to define product strategy and drive key product decisions for financial visibility and reconciliation experiences across the Global Payments for Platforms business.
Responsibilities
- Develop a deep understanding of how software platforms manage financial operations and financial data.
- Engage directly with software platform executives, finance teams, operations teams, controllers, analysts, and data teams to understand workflows, objectives, and priorities.
- Translate those insights into scalable product capabilities, reporting experiences, APIs, data-access solutions, and enablement programs that help customers operate financial services with confidence.
- Define product strategy for financial visibility and reconciliation experiences across Global Payments for Platforms.
- Drive decisions on where the organization should invest to improve transparency, operational efficiency, and customer self-service.
- Partner with stakeholders across Product, Finance, Operations, Support, Implementations, and Engineering to identify and prioritize opportunities.
- Define strategic priorities and influence roadmap decisions across multiple product teams and platform capabilities.
- Define experiences that help customers understand and operationalize financial activity across payments, settlements, payouts, fees, chargebacks, reserves, and revenue-sharing programs.
- Lead development of customer-facing playbooks, workflows, documentation, and enablement assets.
- Evaluate competing customer requests and determine scalable solutions that can serve multiple platform segments.
- Drive initiatives that improve customer understanding and reduce reliance on manual processes.
- Partner with customer-facing teams to ensure software platforms can successfully adopt and utilize financial visibility capabilities.
- Partner with engineering and platform teams to shape reporting, API, data-feed, and financial-data-access capabilities.
- Evaluate competing customer requests and determine scalable solutions that can serve multiple platform segments.
- Drive initiatives that improve customer understanding and reduce reliance on manual processes.
- Partner with customer-facing teams to ensure software platforms can successfully adopt and utilize financial visibility capabilities.
- Advocate for scalable, reusable solutions that support customer needs across multiple platform segments.
- Help define standards and best practices for financial data accessibility and consumption.
- Influence decisions regarding how financial information is surfaced, consumed, and integrated into customer workflows.
- Lead cross-functional discussions and facilitate decision-making across Product, Finance, Operations, Support, Implementations, Commercial, and Engineering teams.
- Drive alignment when priorities, stakeholder needs, or approaches differ.
- Identify opportunities that improve financial visibility and customer outcomes.
Requirements
5+ years of Product Management experience.
Experience working on payments, fintech, financial services, embedded finance, SaaS platforms, or other complex B2B products.
Demonstrated success working directly with customers to uncover needs, validate opportunities, and define product strategy.
Experience translating complex customer workflows into scalable product capabilities.
Strong strategic thinking and prioritization skills.
Demonstrated ability to influence decisions and drive alignment across multiple stakeholder groups.
Excellent communication, presentation, and stakeholder management skills.
Experience working in highly cross-functional environments.
Comfort operating in ambiguous problem spaces and helping organizations make informed decisions.
Qualifications
Experience with merchant acquiring, payment facilitation, settlements, funding, billing, reporting, or financial operations.
Experience building products that support financial reporting, reconciliation, accounting workflows, operational finance teams, or data accessibility.
Familiarity with APIs, reporting systems, data platforms, and financial-data products.
Experience working with software platforms, SaaS businesses, marketplaces, or embedded payments providers.
Experience partnering with finance, accounting, revenue operations, or data teams.
Demonstrated ability to lead ambiguous problem spaces, develop strategic recommendations, and influence product direction.
Comfortable making decisions in complex environments where customer needs, operational considerations, and technical realities must be balanced.
Experience working directly with finance, operations, or data teams as primary users of product capabilities.