Own the Downstream Product: Own key pieces of the IDR workflow and underlying systems end-to-end, including the client admin portal, financial operations workflows, and the data models that power reporting and customer visibility.
Data Integrity & Systems Alignment: Define sources of truth and ensure consistency across systems like Salesforce and internal financial tooling.
Drive Execution: Ship improvements and new functionality that make it easier for customers to understand how we’re performing as a partner.
Financial Systems & Integrations: Work on initiatives that surface and power the flow of funds through the IDR process, ledger creation, and integrations with tools like QuickBooks, Brex, and Salesforce.
Translate Complexity: Turn complex financial and operational workflows into clear, usable product experiences.
Own Customer Satisfaction: Interface directly with customers to ensure we are clearly answering their questions and solving their needs.
Partner Cross-Functionally: Work closely with Engineering, Finance, Ops, and Customer-facing teams to align on priorities and deliver outcomes.
Bring Structure to Ambiguity: Take partially defined systems and help shape how they evolve into more scalable, reliable products.
Own Your Roadmap: Contribute to roadmap planning and take increasing ownership over your product area over time.

4+ years of experience in product, operations, or a technical or analytical role.
1-2+ years of experience in Product Management
Strong execution mindset. You focus on getting things shipped, not just scoped.
Comfortable working in ambiguity and bringing structure where little exists.
Analytical and data driven, with experience using SQL and doing financial analysis.
Technical fluency: you can engage deeply with engineering, understand technical tradeoffs, and drive clear, informed decisions.
Strong systems thinking ability: you can anticipate edge cases and failure modes, and design products and workflows that hold up in real-world complexity
Strong communicator who can clearly explain decisions, tradeoffs, and priorities.
High ownership mindset. You take initiative and follow through without needing constant direction.
Interest in AI/ML and how it can be applied to workflows and automation
Experience working on financial systems, payments, or reporting is an extra credit.

Product Manager, Financial Systems

Key skills