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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, particularly in translating customer needs into actionable product strategies and requirements. Proficient in Agile methodologies, SaaS architecture, and collaborating with cross-functional teams to enhance product offerings.
Highest-signal resume keywords
Product Management ExperienceAgile MethodologiesSaaS Architecture UnderstandingCustomer Requirements GatheringDevOps and CI/CD Principles
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 StrategyProduct Roadmap DevelopmentProduct Backlog ManagementBusiness AnalysisTechnical Specification DevelopmentProduct Release ManagementCompetitive AnalysisProduct Training and EnablementForecastingUser Documentation
Soft Skills
Analytical SkillsProblem-Solving SkillsPlanning SkillsExecution SkillsStakeholder Communication
Tools & Technologies
JiraAgile Development ToolsSaaS SolutionsDevOps ToolsCI/CD Tools
Certifications & Qualifications
Bachelor's DegreeMBA or Advanced Degree (Preferred)
Industry Keywords
Loan OriginationBusiness LendingConsumer LendingEquipment FinanceLending Technology Solutions
About the role
Key responsibilities & impact- Own and help drive the product strategy, roadmap, and priorities for Capitalstream
- Develop understanding of customer needs through client engagement, market research, product usage, and industry trends
- Translate customer requirements and commercial opportunities into product requirements, features, and priorities
- Maintain and prioritize the product backlog
- Assess the competitive landscape and identify opportunities to strengthen Capitalstream’s market position
- Support short- and long-term product planning, forecasting, and business analysis for leadership
- Identify opportunities to turn custom development, consulting engagements, and value-added processes into scalable product capabilities
- Partner with Engineering, Development, and Quality Assurance throughout the product development lifecycle
- Define product and feature requirements and align business and technical stakeholders
- Provide direction and prioritization to development and QA teams
- Evaluate technical challenges and develop specifications addressing customer and product needs
- Prioritize and manage product releases, enhancement packages, and hotfixes
- Help evolve Capitalstream from on-premise deployments toward SaaS-based solutions
- Support modern DevOps, CI/CD, build, and deployment practices
- Focus on product quality, usability, scalability, and customer experience
- Serve as a product subject matter expert for customers and internal stakeholders
- Engage customers to gather feedback, validate priorities, and identify product improvement opportunities
- Partner with Sales and client-facing teams on strategic opportunities and the Capitalstream value proposition
- Provide product training and enablement to Sales, Implementation Services, Development, QA, and Support teams
- Support Marketing in launching new product capabilities and offerings
- Evaluate partnerships, integrations, and licensing opportunities
- Build and support relationships with technology, systems, content, and integration partners
- Collaborate with external partners to create comprehensive lending and leasing solutions
- Contribute to user and administration documentation for new capabilities
Requirements
What you’ll need- Bachelor’s degree or equivalent professional experience
- 3+ years of Product Management experience within a technology or software organization
- 5+ years of experience working with loan origination, business lending, consumer lending, equipment finance, leasing, or related lending technology solutions
- Strong experience gathering customer requirements and translating them into product strategy, roadmaps, and actionable product requirements
- 3+ years of experience working with Agile methodologies and product development tools such as Jira
- Experience working closely with Engineering, Development, and Quality Assurance teams throughout the software development lifecycle
- Understanding of SaaS architecture and modern software delivery models
- Knowledge of DevOps and CI/CD principles and deployment practices
- Demonstrated ability to influence and align cross-functional teams without direct authority
- Strong analytical, problem-solving, planning, and execution skills
- Excellent written, verbal, presentation, and stakeholder communication skills
- Ability to balance strategic thinking with attention to detail and hands-on execution
- Comfortable working with a high degree of autonomy in a dynamic environment
- Ability to travel approximately 5–10% as needed
- Preferred: MBA or other advanced degree
- Preferred: Demonstrated experience helping migrate or transform an on-premise software product into a SaaS-based offering
- Preferred: Experience with commercial lending, equipment finance, loan origination, or lending workflow platforms
- Preferred: Experience developing product business cases, forecasts, competitive analyses, and go-to-market strategies
- Preferred: Experience working directly with financial institutions and senior business and technology stakeholders
Benefits
Comp & perks- Opportunity to shape a core lending platform
- Direct work with financial institutions on complex lending challenges
- Cross-functional impact across Engineering, Sales, Services, Support, Marketing, and clients
- Global reach through an established financial technology company
- Visible product ownership and influence over product priorities, customer experience, competitive positioning, and long-term growth
- Commitment to diversity
- Equal employment opportunity
