Aiwyn

Product Manager

• Portal Workflow Optimization: Design and refine portal workflows (including request lists, organizers, file delivery, and e-signature flows) to streamline client information gathering and document delivery, improving efficiency and client experience.
• Client Collaboration Enhancements: Develop tools and features that enhance collaboration between firms and their clients, ensuring clarity, responsiveness, and ease of use throughout the intake and delivery process.
• Portal Performance Insights: Create systems to track and report on portal usage and performance metrics, offering actionable insights for practices to optimize their client experience and internal workflows.
• Compliance and Security: Ensure all portal-related features, including requests, document delivery and e-signatures, comply with industry regulations and maintain the highest security standards for sensitive client data.
• Integration Strategy: Build seamless integrations with other practice management, document management, and tax/audit tools to enhance portal capabilities and unify workflows across systems.
• Scalable Portal Features: Develop scalable portal-related functionalities that support the growth of practices while maintaining reliability, performance, and quality for both firms and their clients.
• Industry Research: Stay ahead of industry trends and develop a profound understanding of customer needs, pain points, and feedback to identify and seize growth opportunities.
• Competitive Analysis: Thoroughly analyze the competitive landscape to uncover strengths, weaknesses, opportunities, and threats, informing strategic decisions.
• Product Roadmap: Collaborate with the Product Lead to craft and execute a visionary product roadmap. Leverage the power of Jira Product Discovery (JPD) to manage your product work and to provide clear roadmap visibility to the business.
• Product Design Collaboration: Partner with product designers to create intuitive, user-friendly experiences that align with product outcomes.
• Requirement Management: Translate complex requirements into actionable tasks for the engineering team, ensuring clarity and focus.
• Cross-Functional Collaboration: Foster seamless collaboration with cross-functional teams and stakeholders to align on product initiatives and orchestrate successful go-to-market efforts.

Senior Product Manager – Portal

Operations

• Manage and oversee Aiwyn’s FBO model for ACH processing, ensuring accurate settlement, reconciliation, and reporting.
• Partner with banking institutions to coordinate daily and monthly reporting on transactions, balances, and exceptions.
• Monitor payment flows across ACH, credit card, and alternative payment methods, identifying and resolving operational discrepancies.
• Ensure compliance with internal policies, payment industry regulations, and security standards.
• Collaborate with technology teams to configure, maintain, and optimize payment processing systems.
• Work with APIs, payment gateways, and integrations to troubleshoot issues and enhance performance.
• Partner with Product and Engineering teams to support new payment feature rollouts and system enhancements.
• Analyze transaction data to uncover trends, inefficiencies, and potential risks.
• Develop and deliver regular reports on payment operations metrics and KPIs.
• Provide data-driven insights that guide operational improvements and enhance the customer experience.
• Serve as the first line of technical support for payment-related issues, resolving or escalating as needed.
• Coordinate with vendors, financial institutions, and internal stakeholders to address and resolve escalated matters.
• Identify and implement automation opportunities to streamline payment workflows and improve efficiency.
• Develop and document operational procedures to ensure consistency, scalability, and compliance across teams.

Technical Payment Operations Specialist

Financial Planning and Analysis

• Drive financial strategy, modeling, forecasting, and performance metrics in alignment with company goals. Translate business priorities into a sustainable and scalable financial framework.
• Lead fundraising initiatives and investor relations in close partnership with the CEO. Ensure we are capitalized for the next stage of growth and well-positioned to seize future opportunities.
• Own all financial operations including FP&A, accounting, tax, treasury, audit, and risk management. Build a disciplined financial culture that supports rapid growth without sacrificing rigor.
• Partner across product, sales, operations, and customer success to align financial strategy with day-to-day execution. Support data-driven decision-making throughout the organization.
• Recruit, develop, and lead a high-performing finance team. Mentor future finance leaders and instill a culture of accountability, urgency, and continuous improvement.
• Ensure all reporting and regulatory requirements are met with precision. Prepare the company for future stages of maturity including potential IPO readiness.

Chief Financial Officer

Project Manager

• Lead end-to-end client implementations, from project kickoff to go-live, ensuring each customer achieves a smooth and successful deployment.
• Own project planning and execution, managing scope, milestones, and deliverables while keeping all stakeholders informed with clear, timely communication.
• Serve as the primary customer point of contact during implementation, building trusted relationships and ensuring clients feel supported every step of the way.
• Collaborate with internal teams—from Sales to Customer Success to Product—to ensure seamless handoffs and alignment on client outcomes.
• Facilitate change management strategies, working with client leadership to prepare, train, and engage their teams to maximize long-term value.
• Proactively identify and mitigate risks, addressing challenges swiftly to maintain project momentum and client confidence.
• Monitor and report on project progress, providing customers and leadership with transparent performance updates and success metrics.
• Championing the client implementation experience, ensuring every interaction reflects Aiwyn’s commitment to partnership, innovation, and measurable impact.
• Drive continuous improvement by contributing to the refinement of playbooks, processes, and tools that make implementations more scalable and efficient.

Implementation Project Manager

Director

• Senior Director of Implementation to lead and grow our high-performing implementation team; focus on building strategy, strengthening processes, and guiding your team to deliver seamless, high-quality customer onboarding experiences. You’ll set the vision, coach your team to success, and ensure our customers’ transition from sales to go live with confidence, clarity, and satisfaction.\n• You'll collaborate closely with leaders across sales, customer success, support, and product to make sure every client gets the experience they deserve — one that is smooth, timely, and tailored to their needs.\n• As a fast-paced start up, Aiwyn leaders all roll up their sleeves to help get work done. This role will also focus on empowering your team, anticipating capacity needs, and creating the playbooks and strategies that make excellence repeatable.