Product Manager / BA

This role sits at the intersection of product strategy, business analysis, and technology enablement. As a Product Manager / BA within Institutional Solutions, you will help shape and deliver a new portfolio of B2B products by listening to customer needs, defining core capabilities and requirements, and partnering closely with engineering and business stakeholders. Depending on experience and strengths, this role may lean more heavily toward product vision and roadmap ownership, business analysis and requirements definition, or technology and platform capability definition. All profiles share a common goal: turning institutional customer needs into scalable, high-quality products and services. This role is ideal for someone who understands how business, product, and technology work together to create meaningful customer experiences. Pay for this role is between $50-$60 an hour.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience

Key Responsibilities:


Product Strategy & Portfolio Ownership
Contribute to the vision, strategy, and roadmap for CFA Institute's B2B / Institutional product portfolio
Help shape new product and service offerings designed specifically for institutional customers
Balance near-term delivery with longer-term platform and product scalability
Customer & Business Analysis
Partner closely with B2B stakeholders to understand customer needs, pain points, and workflows
Translate customer and business needs into clear business requirements and product capabilities
Support discovery, validation, and prioritization of new ideas and enhancements
Technology & Delivery Enablement
Work closely with engineering and architecture to define platform capabilities and technical requirements
Support backlog management, epics, user stories, and prioritization
Partner with engineering to manage dependencies, tradeoffs, and delivery timelines
Support systems integration efforts, including delivering content into customer platforms (e.g., LMS environments)
AI as a Core Theme
Leverage AI as a productivity enabler for internal teams
Explore AI as a product feature for B2B customers, including:
Role-based or customer-facing AI chat experiences
AI trust, governance, or ethics layers that support institutional requirements
Candidates are not expected to be AI experts, but should be fluent, curious, and comfortable applying AI concepts


Nice to Have Skills & Experience

Ideal Background & Experience
Product Management, Business Analyst, or BSA experience
B2B product or platform experience
Experience working with Salesforce, especially in a B2B context
Exposure to EdTech, learning experience design, or content transformation
Systems integration experience (e.g., APIs, platform-to-platform delivery, LMS integrations)
Comfort working in startup-like, high-growth, or greenfield environments
Familiarity with AI concepts and tools


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.