Senior Product Manager, Lively

• 5+ years of product management experience, with a proven track record of launching and managing software products
• Domain experience in healthcare benefits, health insurance, fintech, or financial services — you understand HSA/FSA/HRA plans or can ramp quickly
• Bachelor's degree in Business, Marketing, Computer Science, or a related field (MBA is a plus)
• Strong familiarity with Agile development methodologies and the full product lifecycle
• Excellent analytical and problem-solving skills, with the ability to synthesize complex data into clear product decisions
• Deep understanding of choice architecture and how product design influences user behavior
• Outstanding communication and interpersonal skills — you can align a room of engineers, designers, and executives on a shared direction
• Experience with product management tools such as Jira, Aha!, or simila
• Familiarity with analytics platforms (Google Analytics, Mixpanel, Amplitude, or similar) and user testing methodologies
• Leadership experience, including mentoring or developing junior PMs
• We encourage you to apply even if you do not meet all of the qualifications, but feel you would be a good fit for the position

Desirable

• We are seeking an experienced and strategic Senior Product Manager to join our growing team
• In this role, you'll lead product strategy and delivery across Lively's B2B and B2C product surfaces — from the employer dashboard and broker portal to the employee-facing app and AI powered agent experiences
• You'll work at the intersection of healthcare benefits, financial technology, and applied AI, shaping products that directly improve the financial wellbeing of working Americans
• This is a high-impact, high-autonomy role
• You'll own large initiatives end-to-end, drive cross functional alignment, and operate as the primary subject matter expert for your product areas
• If you thrive in fast-paced environments, love ambiguity, and have strong opinions about what it means to build truly great products, we want to meet you
• Responsibilities are listed in order of anticipated time investment:
• Product Development: Lead the development process for one or more large initiatives, working closely with engineering, design, QA, and project management to ensure high-quality, on-time delivery
• Requirements & Discovery: Collaborate with stakeholders to gather, define, and refine product requirements — ensuring clarity, alignment, and measurable impact before a line of code is written
• Product Strategy: Develop and execute product strategies that align with company goals and market realities. Understand the competitive landscape, key user problems, and existing solutions. Lead build vs. buy vs. partner evaluations
• Stakeholder Stewardship: Communicate product vision, roadmap, and initiative progress to internal and external stakeholders. Act as the primary SME for your product ownership areas — fielding questions from CS, sales, and leadership with confidence
• Roadmap Ownership: Sequence and phase large projects into delivery milestones. Create and manage a detailed roadmap, prioritizing features based on customer feedback, market research, and business objectives
• Customer Insights: Conduct user research and gather customer feedback to continuously inform product decisions. Deeply understand key personas and their real-world workflows
• Market & Competitive Analysis: Monitor trends in healthcare benefits, fintech, and AI tooling to identify emerging opportunities, competitive threats, and adjacent use cases
• Launch & Enablement: Partner with marketing on go-to-market strategy and materials. Lead internal product training and business readiness for rollouts
• Performance Tracking: Define and monitor KPIs and product health metrics. Use data to identify gaps, celebrate wins, and drive continuous improvement
• Ships high-quality products on time with strong adoption and positive user feedback
• WHAT SUCCESS LOOKS LIKE:
• In your first 90 days and beyond, a great Senior PM at Lively will demonstrate:
• 1.Strategic Product Vision
• Develops a comprehensive product strategy for assigned areas that aligns with company OKRs
• Articulates a clear and compelling product vision to stakeholders at every level
• Drives successful realization of strategic initiatives through disciplined execution
• 2. Roadmap Execution:
• Creates and maintains a detailed, well-prioritized roadmap with clear delivery milestones
• Phases complex projects into manageable increments without losing sight of the long term vision
• 3. Customer & Market Intelligence:
• Develops deep empathy for user personas through regular research and feedback loops
• Translates customer insights and market trends into product bets with clear business rationale
• Drives measurable improvements in customer satisfaction, retention, and engagement
• 4. Cross-Functional Leadership:
• Earns the trust of engineering, design, and go-to-market partners through clarity and follow-through
• Communicates requirements, priorities, and trade-offs in ways that create shared ownership
• Receives consistently positive feedback from peers and stakeholders on collaboration and leadership
• 5. Performance & Impact:
• Defines meaningful KPIs for product areas and tracks them with rigor
• Continuously analyzes product data to identify improvements and surface insights for leadership Achieves target metrics and contributes to measurable business growth
• 6. Team Development:
• Actively mentors junior PMs and contributes to a culture of high standards and continuous learning
• Fosters psychological safety and intellectual curiosity within the product organization
• Leads by example: writes great specs, runs tight reviews, and raises the quality bar