Senior Product Manager, Finance

New
Based in the United StatesFull-TimeSenior
Salary not disclosed
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Job Details

Experience
5–8 years
Required Skills
AgileData AnalysisProduct ManagementRESTful APIsSaaSNetSuiteQuickBooks

Requirements

  • 5–8 years of product management experience building SaaS or B2B products, ideally in fintech, financial operations, or ERP-adjacent domains.
  • Strong domain knowledge of financial workflows such as accounts receivable, cash application, deductions/chargebacks, GL reconciliation, and month-end close processes.
  • Proven ability to own and ship end-to-end products with measurable business and customer impact.
  • Experience working with APIs, system integrations, and financial data flows between platforms (e.g., ERPs like NetSuite or QuickBooks).
  • Strong ability to translate ambiguous problems into structured product requirements and clear execution plans.
  • Experience working closely with engineering teams in agile environments and making informed trade-off decisions.
  • Strong customer discovery skills, including interviews, surveys, and workflow analysis.
  • Excellent communication and storytelling abilities, with the capacity to align technical and non-technical stakeholders.
  • Strong analytical and data fluency, with experience defining success metrics and using insights to drive decisions.

Responsibilities

  • Own the end-to-end product lifecycle for financial product areas, from discovery and strategy through delivery, launch, and continuous iteration.
  • Define and manage the product vision, strategy, and multi-quarter roadmap for Cash Application and Deduction Resolution Management (DRM).
  • Lead a cross-functional “Finance Pod,” partnering with engineering, design, sales, customer success, and finance stakeholders to identify and solve customer problems.
  • Translate complex financial and operational workflows into clear user stories, acceptance criteria, and prioritized backlogs.
  • Drive product discovery through customer interviews, research, and workshops to deeply understand financial operations and user needs.
  • Ensure seamless integration with external financial systems such as NetSuite and QuickBooks, including data synchronization and transaction posting.
  • Monitor product quality, reliability, and risk areas, proactively identifying issues and partnering with support to resolve customer challenges.
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