Product Manager

Description Summary: As a Product Manager, you are a strategic leader responsible for aligning customer needs, market opportunities, and business goals into actionable product outcomes. You will lead roadmap planning, execution, perform customer and market analysis, and collaborate with stakeholders to ensure organizational alignment. A background in accounting and/or finance is required to ensure that product strategies reflect the financial and operational needs of our customer base.

Essential Duties:

The duties listed below are the essential functions of this position, and they may change as the needs of the company demand. All associates are expected to do what is necessary to get the work done and to cooperate fully with their supervisor’s requests for additional or altered duties. ​

• Drive roadmap recommendations including opportunities and initiatives.


• Conduct deep market, prospect, and customer analysis to identify and validate product opportunities.


• Lead roadmap execution through epic creation, prioritization, and tracking.


• Serve as liaison to Sales, Customer Success, and Support to capture prospect/customer needs and pains; communicate roadmap priorities and release information.


• Partner with Marketing to provide early awareness of new capabilities and ensure clear messaging of value propositions and benefits.


• Lead, mentor and guide Product Owners and Business Analysts, ensuring role clarity and execution excellence.


• Manage team communications related to company direction, performance, KPIs, and initiatives.


• Address customer escalations with professionalism and strategic resolution.


• Identify and mitigate product-related risks.


• Support Sales in new business and retention conversations by sharing roadmap context and product value.


• Manage by the P&L, ensuring financial discipline in decision-making, prioritization, and trade-offs.


• When needed, support requirements definition through Design Sprints or discovery/market research activities.


• Other duties as assigned.

Education/Training/Experience:

• Bachelor’s degree in Accounting, Finance, Business, or related field required; MBA preferred.


• 7–10 years of product management experience in SaaS or enterprise software, preferably within accounting/finance.


• Demonstrated success managing product roadmaps, performing market/customer analysis, and driving epic-level prioritization.


• Strong leadership experience mentoring cross-functional teams.


• Proven ability to manage by P&L, ensuring decisions align with financial outcomes.


• Exceptional collaboration skills: able to actively receive feedback, compromise effectively with stakeholders, and balance multiple perspectives to deliver outcomes.


• Track record of delivering products that delight customers, both internal and external, through thoughtful prioritization and execution.


• Excellent communication and stakeholder alignment skills, with financial fluency.


• Certifications such as Pragmatic Institute, SAFe POPM, or equivalent are a plus.

Physical Requirements:

• Ability to sit and/or stand for extended periods.


• Ability to perform work on a computer for extended periods.


• Ability to work in the office regularly, or pivot to working at home should emergency situations arise.


• Ability to travel in representing the company’s interests required.


• Ability to attend work per assigned schedule and attend meetings with excellent attendance and punctuality.


• Ability to lift and move light to moderate items occasionally without reasonable accommodation.