The Role

As a Senior Product Manager - AI Workflows in Banking, reporting to the Director of Product Management, Banking Integrations, you’ll own the roadmap defining how virtual assistants, agent assistants, and humans orchestrate and automate key banking processes—while maintaining the highest standards of security and compliance.

You bring deep expertise in banking operations, B2B SaaS, and AI product management. You’ll deliver end-to-end AI solutions that increase automation rates, reduce operational costs, and improve customer satisfaction for financial institutions.

What You’ll Do

• Own the end-to-end product lifecycle—from discovery through optimization

• Define AI-human collaboration models (intelligent routing, escalation paths, context handoffs, compliance controls) across customer-facing, agent-facing, and operational workflows

• Develop multi-quarter roadmaps aligned to revenue, retention, and operational efficiency metrics

• Drive prioritization balancing strategy, competitive positioning, and customer needs

• Make independent decisions on complex tradeoffs (competitive risk, technical debt, resourcing)

• Produce clear, actionable artifacts (prototypes, PRDs, specs, strategies) enabling multiple engineering teams

• Manage escalations and balance business objectives with technical feasibility

• Present product direction and progress to executive leadership (CSO, CPO, CTO)

• Partner cross-functionally with Sales, Marketing, and Customer Success to drive GTM success

• Conduct customer discovery through interviews, data analysis, and observational research

• Establish thought leadership through content, conferences, and customer engagement

Minimum Requirements

Experience Profile – 5–8+ years total experience, including:

• 3+ years at a bank, credit union, or financial services/banking technology company with exposure to banking operations, contact center metrics (AHT, FCR, CSAT, NPS), compliance, and customer journeys

• 3+ years managing enterprise B2B SaaS products, driving revenue and retention across complex sales cycles and multi-stakeholder environments

• 2+ years managing AI-powered products (Conversational AI, NLP, virtual assistants, LLM applications), including prompt engineering, RAG, fine-tuning, and model selection

AI Product Expertise:

• Understanding when AI can/cannot reliably solve problems (accuracy thresholds, edge cases, hallucination risks, training data requirements)

• Defining AI product requirements (model performance metrics, latency targets, cost constraints)

• Experience launching and iterating AI features with measurable improvements

Senior PM Capabilities:

• Lead large, cross-functional projects independently

• Create artifacts that align technical and business teams

• Make data-informed decisions under ambiguity and time pressure

• Manage risk and escalation at a senior level

Preferred Qualifications (Nice to Have)

• Banking Technology: Experience with core banking systems (FIS, Fiserv, Jack Henry), online/mobile banking platforms, CRM, or CCaaS platforms

• Education: MBA, engineering degree (CS or related), or equivalent experience

• Additional Experience: Voice AI or telephony products, financial services regulations (GLBA, SOC 2, PCI-DSS), CX transformation initiatives, and/or experience in high-growth SaaS environments ($100M+ ARR)

How to Apply

Submit resume and cover letter addressing:

1. AI products you've launched and their business impact
2. Experience with banks/credit unions and their challenges
3. Approach to product decisions with incomplete information
4. Why you're excited about transforming banking customer service