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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 and enterprise SaaS, particularly within financial technology for investment banking. Proven ability to develop strategic product visions, manage roadmaps, and deliver high-quality, user-centric solutions that drive measurable business outcomes.
Highest-signal resume keywords
Product Management ExperienceB2B SaaS ExpertiseSell-Side Workflows UnderstandingStrategic Product Vision DevelopmentCross-Functional Leadership
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 Roadmap DevelopmentRequirements DefinitionPerformance MonitoringData AnalysisAI-Enabled Feature Development
Soft Skills
Excellent CommunicationInfluencing SkillsProblem-SolvingStakeholder Engagement
Tools & Technologies
Enterprise-Grade Workflow ProductsMarket Signals Analysis
Industry Keywords
Investment BankingFinancial TechnologyB2BProduct OutcomesUser Experience
About the role
Key responsibilities & impact- Spend time with bankers and deal teams to understand sell-side workflows
- Turn discovery, usage data, and market signals into prioritized opportunities and product decisions
- Own a defined product area end to end, including vision, roadmap, and success metrics
- Set product direction, define problems and requirements, and own product outcomes
- Monitor post-launch performance and adjust the roadmap based on customer, usage, and business results
- Partner with commercial teams on positioning, packaging, and go-to-market readiness
- Track adoption and business outcomes after launch to guide iteration
- Align product, engineering, design, and business leaders around shared priorities
- Resolve competing demands and document tradeoffs and build-versus-reuse decisions
- Identify and integrate capabilities across Datasite’s portfolio into a coherent user experience
- Coordinate dependencies, shared services, and roadmap alignment with other product teams
- Deliver reliable, high-quality capabilities with enterprise-grade permissions, information barriers, citations, privacy, and governance
- Influence cross-functional and executive decisions and secure alignment on product investments
- Translate complex customer, product, and technical information into clear recommendations and tradeoffs
Requirements
What you’ll need- 5+ years of product management experience
- Ideally, experience in B2B or enterprise SaaS
- Experience working with financial technology for investment banking
- Strong understanding of sell-side workflows
- Excellent written and verbal communication
- Ability to translate complex concepts into clear product requirements
- Experience developing a strategic product vision and roadmap that scales with the business
- Ability to lead and influence across all levels of a complex organization
- Track record of bringing structure to ambiguous, complex work affecting many stakeholders
- Proven track record delivering new platforms or products from concept through launch, adoption, and scale
- Strong commercial and customer judgment
- Ability to prioritize investments, engage senior clients, shape positioning and packaging, and connect product decisions to measurable business outcomes
- Experience shipping AI-enabled features inside permissioned, enterprise-grade workflow products is nice to have
- Direct investment banking experience is nice to have
Benefits
Comp & perks- Health insurance (medical, dental, vision)
- Retirement savings plan
- Paid time off
- Other employee benefits
- Potential eligibility for bonuses, commissions, or overtime if applicable
- Hybrid work model
- Some travel required for the role