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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management with a focus on financial automation, customer relationship management, and revenue growth in B2B environments. Proficient in translating complex financial operations into actionable product requirements while leveraging AI tools for enhanced efficiency.
Highest-signal resume keywords
Product Management ExperienceB2B Revenue GrowthFund Operations FluencyCustomer Relationship ManagementAI Tool Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product Requirements WritingFinancial AutomationBank ReconciliationJournal EntriesCapital CallsNAVK-1sAuditsOperational WorkflowsData Analysis
Soft Skills
Customer EngagementConfidence BuildingPresentation SkillsEscalation HandlingCollaboration
Tools & Technologies
AI ToolsFintech SoftwareAccounting SoftwareData Platforms
Industry Keywords
Private MarketsVenture CapitalInstitutional ProductsFinancial ServicesOperational Complexity
About the role
Key responsibilities & impact- Own the roadmap for the Institutional product
- Decide which fund operations workflows to automate, including bank reconciliation, journal entries, and LP requests
- Shape how CFOs and finance teams work alongside agents
- Talk to customers constantly, including managing partners, fund CFOs, and controllers
- Turn customer feedback into a product point of view
- Participate in winning deals and repairing customer relationships
- Grow revenue, assets under administration, and retention
- Build an accurate, responsive, and efficient product that customers recommend
- Make migrations from incumbent administrators fast and predictable
- Write product requirements translating accounting, tax, and operational realities into shippable engineering and design work
- Partner with sales, fund accounting, and operations to win new firms and retain existing customers
- Deliver Institutional revenue and AUA growth, retention, and customer satisfaction
Requirements
What you’ll need- 8+ years overall experience
- 4+ years in product management or as a founder
- Experience taking a B2B product from a handful of customers to more than a hundred and owning the associated revenue
- Private markets knowledge and opinions about the future of venture
- Fluency in fund operations (capital calls, capital accounts, NAV, K-1s, audits) is a plus
- Daily use of AI tools to prototype, analyze, and ship
- Understanding of AI limitations where numerical accuracy is essential
- Focus on accuracy, auditability, and human exception handling in financial automation
- Ability to earn the confidence of managing partners and CFOs
- Ability to present products in sales meetings and handle escalations
- Experience working with engineering, sales, and operations
- Ideally experience in fintech, accounting or finance software, data or platform products, or another operationally complex B2B domain
- Based in San Francisco or New York
Benefits
Comp & perks- Benefits package
- Equity package
- Equal opportunity employment and diversity commitment