Senior Product Manager, Intelligent Sales Platform
Core
Building an AI-powered platform that guides seller decisions, automates routine work, and surfaces insights for financial advisors.
Role type
Senior Product Manager (AI/Agentic)
Builds
AI-native platform for financial advisor services
Domain
Financial services / AI / Agentic AI
Deliverable
production ML models
Required skills
0→1 product builds, AI/ML product experience, agentic AI product definition, problem discovery, product analytics, cross-functional leadership, enterprise/B2B product experience
Preferred skills
sales technology/CRM background, regulated financial services experience, mobile-first design for field users
Technologies
LLMs, ML models, generative features
Responsibilities
Lead continuous discovery with sales users and leaders, own product roadmap from MVP to scaled adoption, define AI agent behavior and governance, establish success metrics and run pilots, partner with Engineering, Data Science, UX, and Compliance to ship products
Seniority
Senior, hands-on IC
