Senior Product Manager - Business Planning

Summary

Join CaptivateIQ as a Sr. Product Manager to lead the strategy, roadmap, and execution of the Business Planning initiative, a new product transforming how customers plan and operate across revenue organizations. This role involves launching a new product, working with senior leadership, defining the AI story, owning the product roadmap, deeply understanding customer pain points, defining core workflows, translating strategic goals into product requirements, working with design, engineering, and GTM teams, ensuring product adoption, positioning CaptivateIQ as a modern alternative to traditional BPM solutions, becoming a product leader, tracking industry trends, and championing reporting and prioritization. The ideal candidate possesses a proven track record as a Product Manager with 4–8 years of experience in B2B SaaS, finance, or planning software, strategic thinking and execution skills, experience launching zero-to-one products, familiarity with BPM, FP&A, or GTM planning tools, customer obsession, excellent communication, a strong bias for action, a "do-what-it-takes" attitude, and partnership skills. CaptivateIQ offers competitive benefits, including comprehensive health insurance, flexible vacation days, a one-time anniversary expense, a 401k plan, the latest Apple products, and employee resource groups.

Requirements

• Proven track record as a Product Manager with 4–8 years of experience, preferably in B2B SaaS, finance, or planning software
• You thrive at the intersection of strategic thinking and execution
• Experience launching zero-to-one products or products with a strong modeling component
• You’re customer-obsessed, intellectually curious, and constantly seeking the “why” behind behaviors
• Excellent written and verbal communication, with a sharp product sense and strong bias for action
• A do-what-it-takes attitude to ensure your product and team are successful
• A great partner that knows how to balance focusing the team with also having fun and building a great culture where people want to work together

Responsibilities

• Own the product roadmap and lead product development end-to-end—from strategy to execution
• Deeply understand customer pain points around revenue planning, segmentation, and collaboration through interviews, research, and experimentation
• Define and refine core workflows, including user-defined workstreams, planning cycles, dependency management, and auditability
• Translate strategic goals into product requirements, working closely with design, engineering, and GTM teams to build intuitive and scalable features
• Work closely with GTM and customer success to ensure adoption and success of the product with design partners and early adopters
• Position CaptivateIQ as a modern alternative to traditional BPM solutions like Anaplan and Pigment by driving simplicity, usability, and speed to value
• Become the product leader of one of our new product teams by relentlessly learning about the space and what user needs exist in order to create roadmaps that are easy to buy-into and understand
• Own outcomes and be a champion for reporting on how we’re doing and what should be prioritized
• Track industry trends and become a thought leader in the space to ensure we develop solutions that are differentiated from the competition

Preferred Qualifications

Familiarity with BPM, FP&A, or GTM planning tools (e.g., Anaplan, Adaptive, Pigment) is a strong plus

Benefits

• (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
• Flexible vacation days and quarterly mental health days so you can recharge
• Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
• (US-ONLY) 401k plan to participate in and save towards the future
• Newest Apple products to help you do your best work
• Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent