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.
Requirements
Proven Product Leadership: 5+ years of experience in product management, with a track record of leading products from ideation to successful launch.
Deep Industry Insight: A profound understanding of client portals, digital intake tools, document collaboration, or e-signature software.
Empowered Team Advocate: Familiarity with SVPG teachings and a passion for working in empowered, collaborative teams.
AI-Native Product Leader: Demonstrated mastery in using AI to amplify your impact, from accelerating research and execution to shaping innovative product ideas. You have a deep, hands-on toolkit and set the pace for others in how AI is applied to product work.
Tool Proficiency: Proficient with product management tools like Miro, Jira, and Pendo, and AI tools like ChatGPT.
Design-Oriented Thinker: An eye for market-leading experiential design, with experience in creating journey maps or high-level wireframes.
Industry Specialist: Expertise in the accounting or financial services industry, with a deep understanding of its challenges and opportunities.
Startup Seasoned: Proven experience taking a team or company from 0-1, embracing the associated challenges and triumphs.
Benefits
Adventure travel stipend - you receive a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls.
Remote, work-from-anywhere culture
Flexible PTO
World Class health benefits - we believe in fostering flourishing teams by providing benefits that go beyond the usual standards - Health, vision, dental, HSA/FSA, and mental health support.
Stock options - every Full Time Employee has ownership in Aiwyn's future and success.
401(k) matching
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
product managementportal workflow optimizationdocument collaboratione-signature softwareAI application in product workrequirement managementcompetitive analysisproduct roadmap developmentuser experience designscalable portal features
Soft skills
product leadershipcollaborationteam advocacystrategic decision-makingcross-functional collaborationclarity in communicationproblem-solvingadaptabilityinnovationcustomer insight