Senior Product Manager - Document Intelligence Platform :: Remote

Title - Senior Product Manager Document Intelligence Platform

Location - Remote - Coppell, TX (EST or CST candidates only)

Duration - 4 to 6 months Contract, with the possibility of converting to a full-time position.
Experience required: 7 Years
W2 Role

Must Haves

• Strong product experience with AI-driven document ingestion/extraction platforms (document classification, data extraction, ingestion into downstream systems).
• AI fluency: Routinely uses LLM/ML tools in production or daily workflows; understands limitations, validation, and how to integrate AI agents into user flows.
• Fast-paced delivery orientation; able to iterate weekly and produce tangible product increments rapidly.
• Experience working with engineers and designers on product development (user stories, backlog grooming, sprint cadence).
• Familiarity with Cursor, ChatGPT, Claude, or similar AI tools; comfortable describing how AI is used in each phase of the product process.
• Experience with Jira (or equivalent) and the ability to work with engineering APIs and data pipelines.

Hiring a Senior Product Manager to lead product strategy, 0?1 innovation, and execution for Drake, 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 the professional tax portals and document import platform. 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.

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 trade-offs clearly to stakeholders and leadership

Requirements

• 6 or more 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
• 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

Thanks & Regards

Akshit Sisonia - Sr. Technical Recruiter

Email - View email address on us.fitly.work

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