Product Manager, Advisor Experience

📋 Description

• • The Product Manager role is a high-impact position in a dynamic environment where you’ll get to proactively identify market opportunities across the business and lead the product direction & strategy to tackle them.
• • You will play a critical role in identifying market opportunities to expand value to existing customers and build new product lines.
• • You will be responsible for determining which products we should build next, the scope of each product surface area, what metrics we should drive towards, and more.
• • You will lead projects from inception to production while partnering closely with engineering, design, and cross-functional business partners to drive strong and rapid execution.
• • You will hold the mantle in determining what bets to place and then relentlessly drive towards the finish line on a high-velocity team.
• • In order to succeed in this role, the right candidate should be adept at navigating an ambiguous and fast-paced environment with limited guidance.
• • You’d be a great fit if you aspire to be a future organization leader or founder.
• • Identify the best market opportunities for the business to pursue and create a compelling product vision & strategy around pursuing the opportunities.
• • Determine and articulate the actionable plan that will incrementally improve the product towards the product vision.
• • Build and continuously update the roadmap with a clear prioritization framework and rationale to meet the goals set out.
• • Research the market, customer, and the customer’s problem by keeping up to date on industry news & trends, participating in user research and discovery calls, collaborating on customer surveys, and synthesizing the firehose of customer feedback.
• • Write product specifications for everyone to align on the problem to be solved, goal(s), scope of work, success metrics, project plan, and other relevant information to help engineers, designers, and cross-functional team members develop the product.
• • Own projects on the roadmap end-to-end to ship high-quality products for our customers.
• • Work with engineers and designers to drive projects to completion, unblocking any issues that come up along the way.
• • Come up with the right messaging for products for each relevant audience (end customer, marketing, sales, etc.).
• • Evaluate whether products have been successful in achieving their goals using metrics and feedback.
• • Leverage non-software solutions (e.g., third parties, manual processes) whenever necessary to get the job done.
• • Foster cross-functional collaboration and alignment to ensure everyone is educated on the latest product developments.
• • The role requires 3+ years of product management experience, 1+ years of experience at a high-growth tech startup, and experience working at a Series A - Series D startup.
• • The ideal candidate should have experience working with engineers and designers in developing B2B (or B2B2C) software products, led at least one successful product/business line at a high-growth tech startup, and have a strong business, design, and technical sense and point of view.
• • Experience using various AI tools in your workflow (Cursor, Claude, Claude Code, etc.) is also a plus.
• • The company offers a competitive salary and equity package, unlimited PTO + paid company holidays, access to holistic medical, dental, and vision plans, and more.
• • The company is a Series B company hitting its stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial).
• • The company has been recognized as a Certified Great Place to Work and has been honored for its culture and growth.