Product Manager

• Own a rolling six-to-twelve-month AI roadmap for extraction coverage, accuracy, and the underlying platform; size it against team capacity, sequence dependencies, re-plan as evidence changes, and represent it in portfolio planning.
• Intake and prioritize requests for new document types, forms, and fields using defensible frameworks such as RICE, WSJF, Kano, opportunity scoring, and voice-of-customer synthesis.
• Ensure prioritized items include definitions and test data needed for validation, and explain prioritization decisions to stakeholders.
• Own how accuracy is defined and reported for executives, customers, Product, and Engineering.
• Translate model-level measures such as per-field precision, coverage, and straight-through rate into user outcomes, including missed data, user corrections, and touches needed for filing-ready results.
• Own the recurring accuracy report.
• Provide product requirements for model and vendor decisions, including customer-relevant accuracy, cost, and latency thresholds, business cases, budgets, and release acceptance criteria.
• Maintain decision records for model and vendor choices.
• Plan engineering reserve around September–November filing peaks and own scope and dates for the January tax-year release.
• Set defect-intake service levels with Client Success and QA, and keep proof-of-concept work time-boxed.
• Partner with product managers and UX to turn user corrections into field-level provenance signals and a confidence-driven review experience.

AI Product Manager

Account Manager

• Lead, coach, and develop a team of Account Managers
• Set individual and team quotas and hold the team accountable to hitting them
• Run regular pipeline, renewal, and forecast calls
• Recruit, hire, and ramp new Account Managers
• Personally own and manage a small portfolio of strategic accounts
• Directly manage account renewals and growth
• Model renewal execution, QBRs, and sponsor relationship management
• Identify whitespace and build expansion pipeline across existing accounts
• Build account segmentation and coverage plans
• Translate usage and performance data into growth and retention strategies
• Ensure Account Managers deliver high-quality QBRs
• Build annual and quarterly account planning processes
• Represent Account Management in cross-functional planning with Product, Services, Finance, and Commercial teams
• Surface client insights and product feedback to help shape roadmap priorities
• Partner with Sales leadership on cross-sell and expansion strategy
• Serve as the senior escalation point for complex client issues
• Coordinate internal teams to deliver timely resolutions

Head of Account Management

Solutions Engineer

• Increase new client conversion through targeted demos and pre-sale support
• Improve implementation success and reduce time to first value through structured onboarding execution
• Drive client confidence through effective training, improving filing readiness and satisfaction
• Identify and surface early risks or enablement gaps to Account Management
• Reduce escalations by proactively guiding clients through setup, training, and usage milestones
• Provide Sales, Product & Account Management feedback to improve the onboarding experience
• Deliver demos tailored to client tax workflows, entity structure, and seasonality needs
• Support Sales in objection handling and RFP responses with workflow-based consultation
• Lead early-stage product webinars and education sessions for prospects
• Create, execute, and adapt onboarding playbooks in coordination with implementation and support resources to address specific client requirements
• Train clients on system setup, filing workflows, and best practices for complex tax environments
• Guide firms through critical deadlines, ensuring confidence and platform familiarity
• Provide structured support to ensure a smooth launch and early client success
• Step into high-risk or stalled accounts to provide fresh perspectives and resolve roadblocks
• Partner with Account Managers to surface risks and recommend next steps
• Provide targeted and proactive guidance during deadline periods and escalations
• Lead the transition between Sales & Account Managers post-contract signing
• Provide feedback to Product and Marketing based on real-world client interactions
• Keep demo and training assets up to date with the latest feature enhancements