Product Manager, Specialty Pharmacy
Humata Health
Product Owner – Onboarding, Workflows
Salesforce Ventures
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Own and prioritize the product backlog, translating business goals and user needs into clear user stories and acceptance criteria;
- Communicate product requirements and priorities to the development team to ensure alignment with the onboarding and workflow strategy and vision;
- Partner with stakeholders to define features that improve advisor and client workflows, such as digital onboarding, account funding, transaction processing, approvals, and operational automation;
- Collaborate with engineering to plan sprints, manage dependencies, and coordinate releases;
- Review and accept development work, ensuring it meets functional requirements, usability standards, and delivers business value;
- Champion an iterative release process, continuously improving onboarding and workflow functionality with frequent, high-value updates;
- Act as the primary point of contact for all product-related questions related to onboarding and workflows;
- Monitor adoption, efficiency, and performance of workflows, sharing insights with senior management to inform strategy.
Requirements
- 3+ years of experience in a Product Owner or similar role, preferably within wealth management, fintech, or financial services
- Bachelor’s degree in business, engineering, or a related field
- Familiarity with digital client/advisor platforms, including functionality such as onboarding, money movement, account maintenance, and portfolio visibility
- Strong technical acumen with our tech stack (or similar) and enthusiasm for learning new tools
- Proven ability to prioritize and manage multiple projects in a fast-paced, agile environment
- Understanding of US financial services and regulatory requirements, with an ability to translate them into efficient, compliant workflows.
Benefits
- 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
- A flexible & hybrid working environment
- Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
- Employee Stock Option Purchase Plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
product backlog managementuser story creationacceptance criteria developmentagile methodologysprint planningworkflow automationfunctional requirements reviewusability standardsproject managementfinancial services compliance
Soft skills
communicationstakeholder collaborationprioritizationstrategic thinkingproblem-solvingadaptabilityleadershipinsight sharingteam alignmentcontinuous improvement
