Senior Product Manager

Job Title: Senior Product Manager – Document Intelligence Platform Location: Coppell, TX 75019 – Remote (Central or Eastern Time Zones only) Experience Level: Mid-Senior Experience Required: 7+ Years Education Level: Bachelor’s Degree Job Function: Information Technology Industry: Accounting / FinTech / Tax Software Total Position: 1 Relocation Assistance: Not available Visa Sponsorship Eligibility: Not available Duration: 4–6 months with possible conversion to full-time About the Role We are hiring a Senior Product Manager to lead product strategy, 0→1 innovation, and execution for our professional desktop and emerging cloud-based tax solutions used by thousands of tax firms. This role owns the product roadmap, annual tax season delivery, and long-term evolution of professional portals and document import platforms. You will focus on improving preparer productivity, ensuring compliance with federal and state tax law changes, and maintaining a high-performance, reliable experience during peak season. We are looking for a strong product leader who understands complex software, values operational excellence, and can balance innovation with stability in a mission-critical environment. In addition, this role will identify and build new product capabilities from ideation through launch, helping shape the future of our cloud-based tax ecosystem. Tasks What You Will Do Product Strategy and Roadmap Define and own the product vision and roadmap, including both platform evolution and new product innovation. Balance innovation with platform stability and reliability in a mission-critical environment. Identify opportunities to improve core workflows, customer value, and new product offerings. Evaluate opportunities using customer insights, data, and market analysis. Annual Tax Season Delivery Lead planning and execution of annual tax law updates. Partner with compliance and tax content teams to implement federal and state changes accurately and on time. Prioritize features and enhancements within fixed regulatory deadlines. Ensure product readiness and performance during peak tax season. Customer Experience and Execution Improve preparer workflows including return preparation, review, and electronic filing. Use customer insights and data to drive measurable improvements. Partner with engineering on performance, architecture, and technical priorities. Collaborate with support, sales, and go-to-market teams. Communicate priorities and tradeoffs clearly to stakeholders and leadership. Innovation & New Product Development Identify and validate new product opportunities through customer discovery, data, and market trends. Lead initiatives from ideation → validation → MVP → launch → early scale. Rapidly test and iterate using experiments and customer feedback. Explore opportunities to apply AI, automation, and modern cloud capabilities. Requirements Ideal Candidate Profile (Must-Haves) Direct customer-facing product ownership – You have owned a commercial B2B SaaS product area, not just internal tools, platforms, or technical infrastructure. Client portals, document workflows, secure sharing, document collection/management, or workflow automation are ideal backgrounds. Document ingestion / extraction depth – You have personally led an initiative involving OCR, classification, extraction, AI/ML, or LLM-based document processing. You can explain document types, technology/model choices, confidence thresholds, human-in-the-loop review, exceptions, validation, accuracy, and measurable outcomes. You understand security, sensitive data, auditability, and compliance. End-to-end product ownership – You have personally owned problem definition → discovery → vision → roadmap → prioritization → requirements → launch → measurement → iteration. You can clearly distinguish your own contribution from the broader team’s. Fast execution and judgment – You have concrete examples of shipping with constrained engineering capacity, competing priorities, or tight deadlines. You make explicit tradeoffs rather than waiting for consensus. Strong customer/problem orientation – You start with the customer problem and evidence (interviews, behavioral data, support/sales feedback, experimentation) to validate opportunities. 0-to-1 / MVP experience – You have taken products or significant capabilities from concept to MVP/launch, can explain what you deliberately didn’t build and why, and can provide measurable post-launch results. Practical AI fluency – You use AI throughout the product lifecycle (research synthesis, requirements, prototyping, analysis, testing, launch communications, monitoring) rather than simply listing AI exposure. Cross-functional leadership – You are comfortable leading through engineering, design, data, AI/ML, security, operations, sales, support, and executives. You communicate clearly and concisely. Metrics-driven – You can quantify impact: adoption, processing time, revenue, retention, conversion, efficiency, support volume, accuracy, error rates, etc. You avoid vague phrases like “improved the experience” without evidence. Requirements 6+ years of product management experience in software Experience building or scaling cloud-based / SaaS products Experience in tax, accounting, fintech, or compliance-driven products is a plus (not required) Proven ability to manage complex release cycles under tight deadlines Strong analytical and problem-solving skills Strong ability to balance innovation with operational excellence Excellent communication and cross-functional leadership skills High attention to detail and execution Demonstrated ability to prioritize effectively using structured frameworks, balancing customer value, business impact, effort, and regulatory constraints Why This Opportunity If you are passionate about building innovative, high-impact software for professional users and want to shape the future of document intelligence in the tax ecosystem, we would love to hear from you.