Principal Product Manager (Agentic Platform)

Exactera is a FinTech SaaS start-up focused on AI-powered corporate tax solutions. The Principal Product Manager will own the product direction for the agentic platform, ensuring it meets compliance standards and effectively serves tax practitioners through data-driven insights.

Responsibilities:

• Own the product strategy and roadmap for the platform
• Define what compliance-grade means for this platform
• Own the agentic access surface
• Treat the data foundation as a product
• Make external data a platform capability
• Measure success by practitioner outcomes

Requirements:

• 10+ years in product management, with significant time on technical platform, data, or ML products. You have owned a platform or major product area at Principal-level scope and driven it across teams without positional authority
• Able to set product direction across a modern data platform. You understand Lakehouse and medallion patterns, data contracts, quality, and lineage well enough to decide direction and hold credibility with platform engineers, without needing to build it yourself
• Track record owning AI or ML platform work from an ambiguous problem through to production
• Strong understanding of agentic AI systems and the data access they require: retrieval, tool calling, MCP or equivalent. You can reason about how agents reach data and what should constrain them
• Experience with AI systems where correctness and defensibility matter. You have worked on evaluation, guardrails, or human-in-the-loop design, and you understand why a regulated workflow needs more than a capable model
• You decide what success means for a platform and measure it by practitioner results
• You communicate clearly across engineering, product, and the practice teams. You hold a high bar without leaning on process, and you work well in ambiguity
• You use AI tools as part of how you work day to day, and you share what you learn with the people around you
• Experience in tax, financial reporting, regulatory compliance, or another regulated, data-intensive professional services domain
• Built or governed data products, internal or external, including external-data sourcing and licensing and the trade-offs between coverage, cost, and reliability
• Hands-on familiarity with Databricks, Delta Lake, or a comparable lakehouse platform in production
• Background in tech-enabled services or a SaaS-to-services transition like the one Exactera is making
• Built a platform or major product area from early stage