TECHNICAL PRODUCT MANAGER

Job Description

About The Role We are seeking a highly analytical and technically proficient Technical Product Manager to lead the planning, design, and delivery of technology solutions supporting our U.S. Tax & Claims platform within the financial services industry. In this role, you will serve as the bridge between business stakeholders and engineering teams, translating business needs into clear technical requirements and ensuring the successful delivery of scalable, high-quality products. You will work closely with Product Leadership, Engineering, QA, UI/UX, Client Success, and Operations to define product strategy, develop detailed specifications, analyze business processes and workflows, and drive Agile product development from concept through release. The ideal candidate has experience in financial services, fintech, enterprise SaaS, or tax and claims solutions, with a strong understanding of technical systems, data flows, and software development methodologies. Key Responsibilities Product Planning & Strategy Partner with business stakeholders to understand strategic objectives, operational challenges, and customer needs. Translate business goals into product initiatives, feature roadmaps, and prioritized backlogs. Define product vision and ensure alignment between business priorities and engineering execution. Monitor industry trends, customer feedback, and regulatory changes to identify product improvement opportunities. Requirements & Specifications Gather, analyze, and document detailed business and functional requirements. Develop clear product specifications, user stories, acceptance criteria, and technical documentation for engineering teams. Ensure requirements are complete, testable, and aligned with business objectives. Manage the product backlog and continuously refine priorities based on business value and customer impact. Process Mapping & Workflow Analysis Analyze existing business processes and identify opportunities for automation, optimization, and operational efficiency. Create process maps, workflow diagrams, data flow diagrams, and business models to support product development. Evaluate end-to-end business workflows related to tax reporting, claims processing, client onboarding, and financial operations. Collaborate with stakeholders to redesign workflows that improve scalability, usability, and operational effectiveness. Data & Systems Analysis Analyze system integrations, APIs, and data flows between internal and external platforms. Work with Engineering and Architecture teams to define technical solutions that support business requirements. Validate business rules, data mappings, and functional logic to ensure accurate system behavior. Support data analysis, reporting requirements, and solution validation throughout the product lifecycle. Stakeholder & Engineering Collaboration Serve as the primary liaison between business stakeholders and Engineering, ensuring clear communication and alignment. Facilitate requirements workshops, sprint planning, backlog refinement, and product review sessions. Clarify functional requirements during development and support Engineering teams in resolving product-related questions. Collaborate with UI/UX Designers to ensure user experiences align with business workflows and customer needs. Work closely with QA teams to define acceptance criteria and support User Acceptance Testing (UAT). Agile Product Delivery Lead Agile ceremonies including backlog grooming, sprint planning, sprint reviews, and retrospectives. Prioritize features based on customer value, technical feasibility, business impact, and delivery timelines. Monitor development progress, manage risks, and proactively remove delivery blockers. Support successful product releases through release planning, stakeholder communication, and post-release validation. Continuous Improvement Track product performance using key metrics and customer feedback. Identify opportunities to improve processes, system functionality, and customer experience. Recommend enhancements that increase operational efficiency, product adoption, and business value. Maintain comprehensive product documentation and ensure knowledge sharing across teams. Qualifications Required Bachelor's degree in Computer Science, Information Systems, Business Administration, Engineering, Finance, or a related field. 8+ years of experience as a Technical Product Manager, Product Owner, Business Analyst, or Technical Business Analyst. Experience working within financial services, fintech, banking, insurance, tax operations, or claims administration. Strong experience gathering business requirements and developing functional specifications. Demonstrated expertise in process mapping, workflow analysis, and data analysis. Experience translating business requirements into technical solutions for software engineering teams. Strong understanding of Agile/Scrum software development methodologies. Experience using tools such as Jira, Azure DevOps, Confluence, Lucidchart, Visio, or similar platforms. Excellent analytical, problem-solving, communication, and stakeholder management skills. Preferred Experience supporting U.S. tax reporting, tax information reporting, claims processing, or financial operations platforms. Experience with enterprise SaaS products and cloud-based applications. Familiarity with SQL, REST APIs, JSON, XML, and systems integration concepts. Understanding of relational databases and data modeling. Experience working with cloud platforms such as Microsoft Azure or AWS. Certified Scrum Product Owner (CSPO), Professional Scrum Product Owner (PSPO), or equivalent certification is a plus. Work Setup Full-time Remote Work Location: Remote