Key Responsibilities

• Design and refine portal workflows to streamline client info gathering and document delivery.
• Develop tools to enhance collaboration between firms and clients.
• Create systems to track and report portal usage and performance metrics.
• Ensure portal features comply with industry regulations and security standards.
• Build seamless integrations with other management and tax/audit tools.
• Develop scalable portal functionalities supporting practice growth.
• Stay ahead of industry trends to identify growth opportunities.
• Analyze competitive landscape to inform strategic decisions.
• Collaborate to craft and execute product roadmap using Jira Product Discovery.
• Partner with product designers to create user-friendly experiences.
• Translate complex requirements into actionable engineering tasks.
• Foster collaboration with cross-functional teams and stakeholders.

Qualifications

• 5+ years product management experience with successful product launches.
• Deep understanding of client portals, digital intake, document collaboration, or e-signature software.
• Familiarity with SVPG teachings; passion for empowered, collaborative teams.
• Mastery in applying AI to amplify product management impact.
• Proficiency with tools like Miro, Jira, Pendo, and AI tools like ChatGPT.
• Experience in journey mapping or high-level wireframes for experiential design.
• Expertise in accounting or financial services industry.
• Experience leading startup growth from 0-1 stage.

Benefits and Perks

• Competitive pay with freedom to solve challenging problems.
• Adventure travel stipend ($1,000/year reimbursement).
• Remote, work-from-anywhere culture.
• Flexible paid time off.
• Comprehensive health benefits including mental health support.
• Stock options and 401(k) matching.