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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 B2B or enterprise SaaS, leveraging data and analytics to drive product direction and user experience. Skilled in translating complex requirements into actionable user stories and acceptance criteria while ensuring stakeholder alignment and effective communication.
Highest-signal resume keywords
Product Management ExperienceData Analytics SkillsUser Story DevelopmentStakeholder CommunicationExperience in M&A Transactions
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 RequirementsUser StoriesAcceptance CriteriaData-Driven Decision MakingIterative Product DevelopmentAI-Powered Product DevelopmentTechnical Concept TranslationSuccess Metrics DefinitionWorkflow DesignRisk Management
Soft Skills
Analytical SkillsVerbal CommunicationWritten CommunicationCuriosityBias to Action
Industry Keywords
B2BEnterprise SaaSInvestment BankingM&A TransactionsAgentic AIPermissionsIdentity ManagementAudit RequirementsRegulated EnvironmentsFinancial Technology
About the role
Key responsibilities & impact- Engage with bankers, deal teams, and commercial partners to understand transaction workflows, validate problems, and identify opportunities
- Combine customer conversations, usage data, and market signals to recommend priorities and refine product direction
- Translate customer and business needs into product requirements, user stories, acceptance criteria, and workflow designs
- Partner with design and engineering to evaluate options, clarify tradeoffs, and solve the right problems
- Plan, prioritize, and deliver high-quality capabilities iteratively with engineering and design
- Define success metrics for adoption, engagement, and business impact; monitor results after launch and guide improvements
- Coordinate with product strategy, data and AI, security, commercial, and other partners
- Surface risks, resolve open questions, and maintain alignment on scope, timing, and expected outcomes
- Identify and integrate shared Datasite capabilities, services, permissions, and data with partner product teams
- Help create coherent user experiences and scalable, reusable solutions
- Partner with engineering, data and AI, design, and security to deliver reliable enterprise-grade experiences
- Ensure requirements address permissions, information barriers, privacy, explainability, citations, and other controls
- Keep cross-functional partners and executive stakeholders informed through updates, recommendations, and decision records
- Communicate progress and results, and escalate risks, tradeoffs, and decisions when needed
Requirements
What you’ll need- 3+ years of product management experience, ideally in B2B or enterprise SaaS
- Experience building data, analytics, or AI-powered products that turn complex information into actionable insights
- Ability to translate complex technical concepts into clear requirements, user stories, and acceptance criteria
- Experience working closely with engineering and design to ship products iteratively
- Comfort working across multiple teams with shared dependencies and keeping stakeholders aligned
- Strong analytical skills, including comfort using data and user feedback to make prioritization decisions
- Excellent verbal and written communication
- Curiosity and a bias to action in a fast-moving, ambiguous environment
- Experience in or knowledge of M&A transactions
- Prior work experience in investment banking or building investment banking financial technology
- Experience working with agentic AI products
- Familiarity with permissions, identity, and audit requirements in regulated or enterprise environments
Benefits
Comp & perks- Health insurance (medical, dental, vision)
- Retirement savings plan
- Paid time off
- Other employee benefits
- Hybrid work model
- Some travel required for the role