Sr. Product Manager - Documents

HighLevel Inc.

Job Overview

Location

India

Job Type

Full-time

Full Job Description

📋 Description

• Own the end-to-end product vision for HighLevel’s native document generation and management layer, including Invoices, Estimates, Receipts, and Contracts, ensuring seamless integration with commercial workflows and payment collection.
• Lead the development of an AI-powered, drag-and-drop document builder that enables non-technical users to create fully customizable templates with type-specific fields, logic, and layouts for each document type.
• Define AI-assisted features that accelerate template creation, such as auto-generating layouts from prompts, suggesting relevant fields, and recommending content based on document type and business context.
• Establish standards for template management including saving, versioning, sharing, and consistent application across the platform.
• Own the automated commercial document lifecycle: from Estimate creation and customer acceptance → conversion to Invoice → payment collection → Receipt generation, including rules for partial payments, payment reminders, disputes, and failure handling.
• Design and ship HighLevel’s native e-signature product to compete directly with third-party contract tools, supporting single and multi-party signing, configurable signing order, decline flows, tamper-evident audit trails, and certificates of completion.
• Identify additional document types beyond Contracts that require signature workflows (e.g., Estimates requiring customer acceptance via signature) and design appropriate interaction models for each.
• Own the integration between Documents and the Product Information Management (PIM) system, enabling Invoices and Estimates to pull line items directly from a merchant’s catalog.
• Design an ad-hoc line item experience allowing users to add one-time items inline (e.g., field service reps creating invoices on-site) with clear options to save to catalog or keep as single-use entries.
• Collaborate with the PIM team to ensure catalog flexibility supports document use cases, including service-based products and ad-hoc line items.
• Partner with Commerce Operations to ensure document events (e.g., invoice issued, estimate accepted) correctly trigger downstream order and transaction workflows.
• Work closely with engineering and design teams to maintain high performance, accessibility, and mobile responsiveness across all document surfaces.
• Define success metrics including: users creating, sending, and collecting payment on a professional invoice in under five minutes; high adoption and reuse rates across all document types; reduced reliance on third-party e-signature tools; reliable automated document pipelines; and minimal drop-off in ad-hoc line item invoice completion rates.
• Drive product decisions that balance simplicity for non-technical users with depth for power users, ensuring the document builder is both intuitive and powerful.
• Build a product surface with significant cross-team dependencies, coordinating across engineering, design, operations, and PIM teams to deliver a unified commercial document experience.

🎯 Requirements

• 8–10 years of product management experience
• Experience building document creation, form-builder, or workflow products
• Familiarity with payment or billing flows — invoicing, estimates, or financial document lifecycles
• Strong UX instincts with a track record of shipping complex, multi-step workflows that feel simple to users
• Ability to manage a product surface with significant cross-team dependencies
• Experience with e-signature, contract management, or legally binding document workflows (preferred)
• Experience building drag-and-drop, no-code, or AI-assisted visual builders (preferred)
• Background in B2B SaaS products serving small business financial workflows — billing, proposals, or payments (preferred)
• Familiarity with document generation at scale, including templating engines, PDF rendering, and delivery infrastructure (preferred)

🏖️ Benefits

• Work at a well-funded and profitable company
• Join a global, remote-first organization with over 2,000 team members across 10+ countries
• Be part of a culture that values initiative, clarity, and execution
• Contribute to products enabling over 1 million businesses worldwide and generating $7 billion in ecosystem value
• Operate in a lean environment that brings products to market in weeks, not quarters
• Work in a culture that celebrates ideas, prioritizes team well-being, and embraces continuous iterative improvement

Skills & Technologies

Product Management

Senior

Remote

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HighLevel Inc.

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About HighLevel Inc.

HighLevel Inc. provides an all-in-one SaaS platform that consolidates marketing, sales and CRM tools for agencies and small businesses. The cloud software unifies landing pages, email and SMS campaigns, funnels, pipeline management, appointment scheduling, reputation management, two-way messaging, automation workflows, analytics and white-label capabilities. Designed to replace fragmented point solutions, it lets agencies resell the platform under their own brand, manage multiple client sub-accounts from a single dashboard and scale recurring revenue. Founded in 2018, the company is headquartered in Dallas, Texas, and serves tens of thousands of agencies worldwide.

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