Senior Product Manager, AI Agents & Data
Senior PM leading data products and AI agents for advisor platform. Owns strategy for CRM, recommendations, automation, and data intelligence features impacting productivity and revenue.
About the job
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
Skills
Product Management, AI/ML, Data Products, CRM, Recommendation Engines, Marketing Automation, Workflow Automation, Python, Ai Agent Frameworks, API Integrations
Similar jobs
Product Management jobs
Ambient.ai
Redwood City, CA
Senior Product Manager responsible for roadmap, strategy, and end-to-end delivery of products serving enterprise customers. The role requires B2B SaaS product management experience, strong customer engagement, and the ability to align technical and business stakeholders.
Blee
New York, NYOwn end-to-end product discovery, delivery, launch, and adoption for Blee’s enterprise AI compliance platform. The role requires strong customer discovery, technical fluency, backlog management, and experience shipping B2B software across enterprise user groups.
Topline Pro
Brooklyn, NYLeads the roadmap and development of an agentic marketing product, partnering with design, engineering, sales, marketing, and customer success to deliver customer and business impact. Requires at least four years of product management experience and strong user-centric, agile practices.
Alchemy
San Francisco, CAOwn a 0→1 developer-platform product from discovery through launch and self-serve growth, partnering closely with developers, sales, design, and engineering. Requires 5+ years of product experience, technical fluency with APIs, and expertise in product-led growth and monetization.
Alchemy
San Francisco, CAOwn a 0-to-1 developer-focused product surface from discovery through launch and self-serve growth, driving usage and revenue. The role requires 5+ years of product experience, technical fluency with APIs and infrastructure, and strong product-led growth and commercial judgment.