Senior Product Manager - Document Intelligence Platform

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.

• 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.