Senior Product Manager

Summary

Join Pathward, a hybrid, remote-office financial empowerment company, as a Senior Product Manager focused on tax. You will lead innovative initiatives to enhance tax capabilities, improve operational efficiency, ensure compliance, and deliver customer-centric solutions. This role requires driving product outcomes, collaborating with stakeholders, conducting market research, and presenting to executive leadership. You will need extensive product management experience, tax expertise, and strong analytical and problem-solving skills. Pathward offers a competitive salary, performance-based incentives, and a comprehensive benefits package.

Requirements

• Product Management Expertise: 5+ years in product management, with hands-on experience in shaping and driving product strategy, roadmap ownership, and customer-focused decision-making including experience with tax products for Electronic Return Originators and tax software platforms with a strong understanding of markets and tax partner and service provider ecosystems
• Tax Insight: Direct experience in tax, with a strong understanding of industry-specific needs and challenges
• Sr. PM approach and mindset: Ability to break down complex initiatives into actionable outcomes and drive work independently. Identify issues and risks, and be solution oriented
• Product, people and process discovery: Proven ability to engage stakeholders in granular discovery sessions uncovering and defining detailed processes and procedures across people and systems. Ability to dissect discovery outcomes to identify actionable outcomes supporting strategic revenue and operational needs
• Analytical and Problem-Solving Skills: Strong data-driven analytical approach, with the ability to make informed decisions even when complete data is unavailable
• Stakeholder Engagement: Demonstrated experience working with senior leadership and cross-functional teams to align on objectives and ensure cohesive execution
• Product Operations: Strong understanding of how best to improve the maturity of a Product Management organization. Areas of focus include: ensuring access to internal and external data that provides Product Management team members the ability to make informed decisions; awareness of new tools and processes that can be utilized to increase over efficiency and effectiveness
• Artificial Intelligence: Proven ability to utilize AI tools, such as CoPilot, and advocate for the application of AI with key partners through coaching and training

Responsibilities

• Support Strategic Tax Outcomes: Use tax industry and market knowledge to support defined strategic outcomes and inform strategies impacting tax partners and service providers
• Discovery and Requirements Management: Collaborate with stakeholders to draft business cases and functional requirements for new features, guiding program management efforts
• Drive Product Outcomes: Lead KPI growth by taking ownership of the product roadmap, overseeing execution, and managing performance for tax products
• Executive Communication: Present vision, progress, and dependencies to executive stakeholders
• Market Research & Analysis: Lead market research and trend analysis to inform product roadmap decisions
• Drive Team Efficiency: Implement processes to improve team alignment, efficiency, and scalability
• Client-Centric Product Enhancements: Identify and translate client needs into actionable product enhancements
• Product Strategy Alignment: Assess and anticipate impacts of product strategy on customer engagement
• Product Documentation: Produce detailed product specifications, documentation, and walkthroughs
• Engineering Collaboration: Work closely with Engineering and Architecture to define release scope and timelines
• Reporting & Decision Support: Regularly report on progress towards goals and milestones, supporting leadership in data-driven decision-making

Benefits

• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off
• Annual performance-based incentive opportunity