Product Manager

Location: Remote, USA (EST hours preferred)

At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.

Wealthbox is seeking a technically-oriented Product Manager to collaborate with internal and external stakeholders to bring delight to end-users and build systems and features that increase revenue and retention.

Responsibilities

• Collaborate with the Head of Product to define and prioritize the product roadmap.
• Analyze customer feedback, participate in calls with team members and customers, and stay updated on industry trends to inform product decisions.
• Create and present product requirement documents using words and imagery to clearly communicate deliverables.
• Work with business leaders on financial aspects of the product, including billing, subscriptions, and pricing.
• Work closely with engineering, QA, and design team members during the product development lifecycle.
• Prioritize tasks to accelerate release cycles.
• Collaborate with marketing, sales, customer success, and support teams to define and support go-to-market strategies.
• Ensure the team delivers high-quality work on schedule.

Desired Skills & Experience

• 3+ years of experience in SaaS product management in Fintech or a related industry.
• Experience with CRM software is a plus.
• Adept communicator; verbally and in writing (email, chat, product requirements, and video conferencing). 
• Ability to adapt as new information is discovered.
• Strong user-centric design thinking and analytical skills.
• Effective at building-consensus.
• Ability to work remotely with distributed teams.
• Skilled at evaluating and prioritizing multiple objectives in a fast-past environment.
• Enthusiastic about working in a high-energy, collaborative, and growth-focused environment.

Work Schedule

• Weekdays, during business hours.
• No travel required.

Benefits

• Competitive compensation
• Comprehensive health plan coverage
• 401k plan
• Paid time off

Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.

Apply Now

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