Reconciliation Product Manager

SoftPro is a provider of real estate closing and title insurance software. The company is seeking an experienced Product Manager to lead the strategy, design, and delivery of a cloud-native SaaS Bank Reconciliation Platform, including automated transaction matching, validation, exception management, and reporting. The role will oversee product discovery, delivery, financial integrations, compliance, risk, analytics, and reporting.

Responsibilities:

• Define and communicate the product vision, strategy, roadmap, and success metrics
• Develop a multi-year product roadmap aligned with business objectives and market demands
• Identify market opportunities through customer research, industry analysis, and competitive intelligence
• Serve as the primary voice of the customer throughout the product lifecycle
• Conduct customer interviews and workflow analysis with finance, treasury, accounting, and operations teams
• Identify pain points in reconciliation processes including:
  • Bank account reconciliation
  • ACH transaction reconciliation
  • Wire transfer reconciliation
  • Trust account reconciliation
  • Payment exception management
  • General ledger balancing
• Translate customer needs into validated product requirements
• Create and maintain product backlogs, epics, user stories, and acceptance criteria
• Prioritize features based on customer value, regulatory requirements, business impact, and technical feasibility
• Partner closely with engineering teams using Agile methodologies
• Participate in sprint planning, backlog grooming, and release planning activities
• Drive the product strategy for:
  • Open Banking integrations
  • Bank APIs
  • ACH networks
  • Wire transfer networks
  • ERP and accounting platforms
  • Payment processors
• Define onboarding experiences for new financial institutions and customers
• Partner with Compliance and Security teams to ensure adherence to:
  • NACHA requirements
  • PCI-DSS standards
  • SOC 2 controls
  • Bank security requirements
  • Audit and reporting requirements
• Establish governance requirements for financial data management
• Define KPI frameworks and dashboards for:
  • Auto-match rates
  • Exception volumes
  • Reconciliation completion times
  • Outstanding variances
  • Customer adoption
  • Revenue growth
• Drive reporting and insights features that improve operational efficiency

Requirements:

• The position can be in our Raleigh, NC office (hybrid), or fully remote
• If remote, you must be able to work East coast hours and be willing to travel to our Raleigh NC headquarters up to 5 times per year for defined events
• • Bachelor's degree in Business, Finance, Accounting, Computer Science, Information Systems, or related field
• • 5+ years of Product Management experience
• • 3+ years managing SaaS products
• • Experience with financial technology (FinTech), banking, payments, treasury, or accounting platforms
• • Demonstrated success leading software products from concept through deployment
• • Strong understanding of Agile product development practices
• • Excellent communication and stakeholder management skills
• • Ability to translate complex business processes into scalable software solutions
• • Experience with:
  • Bank reconciliations
  • Treasury Management Systems
  • ERP integrations
  • ACH and Wire processing
  • General ledger accounting
  • Financial reporting platforms
• • Familiarity with AI-assisted matching and exception management solutions