Technical Product Manager (Strategic Finance)

Key Responsibilities

• Optimize AI & Prompt Performance: Maintain prompt libraries, tune model configurations, and ensure high-quality outputs for finance use cases.
• Solve Technical & Data Problems: Debug AI outputs, integration issues, and data inconsistencies through hands-on SQL, API investigation, and collaboration with engineering.
• Build Analytics & Insights: Create dashboards and analytics that reveal customer behavior, product usage patterns, and revenue expansion opportunities.
• Inform GTM Strategy: Identify patterns across customers to refine positioning, messaging, onboarding playbooks, and expansion strategies.
• Design High-Impact Customer Journeys: Optimize onboarding, training, and lifecycle experiences that help finance teams reach first value faster and become long-term power users.
• Build Customer Health Frameworks: Develop systems for segmentation, health scoring, expansion signals, and proactive account insights.
• Translate Customer Needs Into Product Requirements: Partner closely with engineering to scope features, refine requirements, and shape product direction with clarity and precision.
• Architect Finance System Integrations: Work across ERPs, banks, CRMs, HRIS tools, and custom databases to design scalable agent capabilities and prompts.

Requirements

• 3+ years in strategic finance, FP&A, finance operations, or data and systems roles supporting finance teams.
• Deep understanding of financial statements, accounting principles, and finance team workflows.
• Proficient in SQL for analysis, debugging, and working with customer data.
• Familiarity with BI tools (Looker, Tableau, PowerBI) and data warehouses (Snowflake, BigQuery, Postgres).
• Excellent communicator who builds trust with C-level finance executives.
• Experience with finance systems (QBO, Ramp, NetSuite, Intacct, Oracle, SAP, Salesforce).

Nice-to-Haves

• Experience with LLMs, prompt engineering, or tuning AI outputs.
• Experience improving onboarding, activation, or expansion processes for B2B SaaS or fintech products.