Senior Product Manager - Document Intelligence Platform

New
USFull-TimeSenior
Salary not disclosed
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Job Details

Experience
5–7+ years
Required Skills
AgileProduct ManagementRESTful APIsData analytics

Requirements

  • 5–7+ years of product management experience in software, fintech, tax, or financial services environments.
  • Strong experience defining product strategy, roadmaps, and delivering complex data-driven or platform products.
  • Familiarity with document processing technologies such as OCR, data extraction systems, APIs, and AI-powered workflows.
  • Proven ability to work in cross-functional teams including engineering, design, AI/ML, and compliance stakeholders.
  • Strong analytical and problem-solving skills with a data-driven approach to product decision-making.
  • Excellent communication skills with the ability to influence technical and non-technical stakeholders at all levels.
  • Experience working in Agile environments and applying design thinking or similar product discovery methodologies.
  • Strong attention to detail with the ability to balance innovation, scalability, and regulatory constraints.

Responsibilities

  • Define and drive the product vision, strategy, and roadmap for the Document Intelligence Platform across B2C and B2B tax products.
  • Lead the end-to-end product lifecycle from discovery and ideation through development, launch, and continuous optimization.
  • Translate customer needs, market trends, and business objectives into scalable document processing and data ingestion capabilities.
  • Oversee development of intelligent document workflows leveraging OCR, AI/ML, OFX integrations, and emerging data extraction technologies.
  • Collaborate with engineering, AI/ML, UX/UI, compliance, and legal teams to deliver secure, accurate, and high-performing solutions.
  • Use data analytics, customer insights, and experimentation to identify opportunities for automation, efficiency, and improved data quality.
  • Ensure alignment with regulatory, privacy, and compliance requirements while maintaining responsible AI practices.
  • Communicate product vision, priorities, and outcomes clearly to executives, stakeholders, and cross-functional teams.
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