Senior Product Manager, AI Agents & Data

Key Responsibilities

• Own the product strategy and roadmap for Advisor Enablement data products and AI agents.
• Design AI- and data-powered capabilities across CRM, workflows, recommendations, and automation.
• Partner with data science, engineering, and analytics to shape models, signals, and data products.
• Identify and prioritize high-impact use cases (e.g., next-best-action, lead scoring, smart workflows, segmentation).
• Run experiments and validate ideas with advisors; turn successful pilots into scalable features.
• Integrate AI and data products deeply into CRM and workflow surfaces.
• Define success metrics, measure impact, and iterate based on data and customer feedback.
• Collaborate with GTM teams on positioning, launches, and enablement.

Requirements

• 8+ years of Product Management experience, including complex platform or multi-system products.
• 3+ years building AI/ML or data-driven products (recommendations, scoring, automation, or similar).
• Experience in a data-focused role or owning data products (defining metrics, experiments, data requirements).
• Strong experience in at least one of: B2B CRM or customer data platforms, Data intelligence / analytics systems, Recommendation engines / personalization, Marketing automation, segmentation, and audience systems, Workflow, project management, or productivity tools.
• Cross-functional leadership experience required.
• Hands-on work with AI/ML-powered features or predictive modeling.
• Strong background with CRM systems, customer data models, or lifecycle automation.
• Excellent communication; comfortable turning ambiguity into clear product direction.
• Based in NYC or willing to relocate.

Strongly Preferred

• Data science / Python or applied ML experience.
• Experience with modern AI agent frameworks and/or experience in low code AI tools like Lovable, Claude, Gemini, etc.
• Experience building APIs and integrations used by other teams or platforms.

Compensation & Benefits

• Indicative range of $160K–$200K + equity.
• Unlimited vacation
• Health Insurance (including an option completely covered by Fora HQ)
• Dental & Vision Insurance
• Wellhub Memberships
• 401k plan with company match
• Commuter Benefits
• Supplemental Life Insurance
• Stock Options