Senior Product Manager - Document Intelligence Platform : Remote (EST OR CST zone candidate)

Senior Product Manager Document Intelligence Platform

Remote only - Coppell, TX 75019

Experience level: Mid-senior

Note : Candidate should be from Central or Eastern Time Zones only.

Experience required: 7 Years

Education level: Bachelor's degree

Job function: Information Technology

Industry: Accounting

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

Innovation & New Product Development

Identify and validate new product opportunities through customer discovery, data, and market trends

Lead initiatives from ideation ? validation ? MVP ? launch ? early scale

Rapidly test and iterate using experiments and customer feedback

Explore opportunities to apply AI, automation, and modern cloud capabilities

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

Candidates to Avoid

Cannot explain their exact contribution.

No measurable outcomes.

Never worked with engineers directly.

Only managed projects instead of owning product decisions.

Vague AI experience ("I use ChatGPT occasionally").

No OCR/document intelligence experience (Role B).

Doesn't know Jira or Agile.

Ankita Singh - Recruitment Manager

Email- View email address on us.fitly.work | Ext: 138 Contact No : View phone number on us.fitly.work

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