Senior Product Manager - Document Intelligence Platform [Remote]

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Product Manager - Document Intelligence Platform based in United States.

This role sits at the intersection of product strategy, AI-driven document processing, and financial data intelligence, powering both consumer and professional tax experiences. It is responsible for defining and evolving a core platform that transforms complex financial documents into structured, actionable tax data through OCR, integrations, and emerging AI capabilities. The position plays a critical role in reducing manual effort, improving accuracy, and enabling seamless data ingestion across multiple channels. It requires strong product leadership to balance innovation with compliance, reliability, and scalability in a highly regulated environment. Working closely with engineering, AI/ML, design, and compliance teams, the role shapes how tax data is captured, interpreted, and leveraged across the ecosystem. This is a high-impact opportunity to build foundational technology that directly improves financial outcomes for millions of users.

Accountabilities:

• Define and drive the product vision, strategy, and roadmap for the Document Intelligence Platform across B2C and B2B tax products.
• Lead the end-to-end product lifecycle from discovery and ideation through development, launch, and continuous optimization.
• Translate customer needs, market trends, and business objectives into scalable document processing and data ingestion capabilities.
• Oversee development of intelligent document workflows leveraging OCR, AI/ML, OFX integrations, and emerging data extraction technologies.
• Collaborate with engineering, AI/ML, UX/UI, compliance, and legal teams to deliver secure, accurate, and high-performing solutions.
• Use data analytics, customer insights, and experimentation to identify opportunities for automation, efficiency, and improved data quality.
• Ensure alignment with regulatory, privacy, and compliance requirements while maintaining responsible AI practices.
• Communicate product vision, priorities, and outcomes clearly to executives, stakeholders, and cross-functional teams.

Requirements:

• 5–7+ years of product management experience in software, fintech, tax, or financial services environments.
• Strong experience defining product strategy, roadmaps, and delivering complex data-driven or platform products.
• Familiarity with document processing technologies such as OCR, data extraction systems, APIs, and AI-powered workflows.
• Proven ability to work in cross-functional teams including engineering, design, AI/ML, and compliance stakeholders.
• Strong analytical and problem-solving skills with a data-driven approach to product decision-making.
• Excellent communication skills with the ability to influence technical and non-technical stakeholders at all levels.
• Experience working in Agile environments and applying design thinking or similar product discovery methodologies.
• Strong attention to detail with the ability to balance innovation, scalability, and regulatory constraints.

Benefits:

• Competitive compensation aligned with experience and market standards.
• Health, dental, and vision insurance coverage for employees and eligible dependents.
• Flexible work arrangements supporting work-life balance.
• Opportunity to work on cutting-edge AI and document intelligence technologies.
• Exposure to large-scale consumer and professional financial products.
• Inclusive and collaborative work environment focused on innovation and impact.
• Career development opportunities in product leadership and advanced technology domains.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.