Senior Product Manager, AffiniPay

• This is both a strategic and hands-on execution role—ideal for someone who combines deep understanding of accounting workflows, financial analytics, and compliance with experience building solutions that deliver measurable business impact
• The right candidate deeply understands accounting and financial operations, has a track record of delivering measurable customer and business impact, and is excited to apply AI to transform how small businesses manage their business finances
• 6-8+ years in B2B SaaS product management with a track record for delivering customer and business value in financial software, accounting platforms, or fintech products for small businesses
• Strong customer discovery skills with the ability to synthesize qualitative and quantitative insights into actionable strategies for accounting and financial workflows
• Hands-on experience collaborating with UX and engineering to deliver products involving complex financial data and reconciliation workflows
• Strong understanding of accounting fundamentals: bank reconciliation, chart of accounts, and financial reporting
• Proven ability to lead cross-functional initiatives and influence senior stakeholders without formal authority
• Strategic mindset for identifying and delivering growth initiatives, particularly applying AI and automation to accounting challenges
• Business acumen to build business cases, understand B2B SaaS economics, and prioritize for adoption impact
• Strong analytical and communication skills to develop testable hypotheses and explain complex strategies to diverse audiences
• Experience with agile methodologies and modern product tools (Jira, Confluence, Figma, analytics platforms)
• Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation
• This position is preferably based in Austin, Texas

Desirable

• We are seeking an exceptional Senior Product Manager, Business Management to lead how 8am transforms financial operations for legal and accounting professionals
• In this role, you will own and deliver the vision for Analytics & Reporting, MyCase Accounting, and cross-solution financial intelligence that powers 8am's Professional Business Platform
• You will focus on making it faster and easier for firms to reconcile bank accounts, understand profitability, maintain compliance, and gain actionable financial insights—all while integrating seamlessly across 8am’s solutions for invoicing, payments, legal accounting, Smart Spend, and other embedded financial solutions to generate unified insights and workflows across our financial ecosystem
• You will reduce manual work and help firms make data-driven business decisions by leveraging AI and automation to power intelligent bank reconciliation, prioritizing real-time financial intelligence and embedding accounting throughout practice management workflows
• Your work directly addresses critical pain points: tedious manual reconciliation, lack of profitability visibility, compliance anxiety, and fragmented financial systems
• You will partner closely with 8am's AI Platform and Data Science teams to identify opportunities where AI and automation, such as LLMs, machine learning and predictive modeling, can transform manual processes into automated, intelligent workflows that deliver measurable customer value
• You will operate as a leader within our empowered team model, working in close collaboration with a UX Designer and Tech Lead in a trio partnership
• Develop deep understanding of firm financial operations through customer research and data analysis to identify opportunities and how AI and automation will create competitive advantage
• Lead discovery with design and engineering partners to understand accounting, reconciliation, and compliance pain points
• Own the vision for MyCase Accounting, Analytics & Reporting, and financial intelligence, partnering with the Embedded Financials, AI Platform and Data Science teams to deliver intelligent automation for reconciliation, categorization, and insights
• Champion rapid experimentation with emerging AI technologies while maintaining appropriate accuracy thresholds for financial data
• Drive problem-solving through data analysis and user feedback, measuring customer value via reconciliation rates, financial health improvement, and actionable insights
• Lead cross-functional alignment around outcomes, tracking progress and taking corrective action to hit adoption goals
• Partner with Product Operations, Data Intelligence, and Analytics to establish measurement frameworks for adoption, automation accuracy, and insight utilization
• Champion customer empathy while balancing business priorities, compliance requirements, and appropriate AI accuracy thresholds
• Influence and align stakeholders at all levels around your vision
• Partner with Product Marketing and GTM on commercialization strategies including bundling, competitive positioning, and messaging
• Drive adoption and change management with Customer Success, ensuring customers realize efficiency gains
• Mentor junior PMs on best practices and effective application of AI to customer problems
• Shape 8am's product vision around the financial ecosystem connecting payments, accounting, spend management, and lending

• All interviews take place over phone call, Zoom/Google Meet or in person
• All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up