Senior Product Manager - Portal

Who is Aiwyn and what do we do?

Aiwyn is the fastest-growing software company serving the accounting profession. Founded in 2020, we now work with 100+ of the largest CPA firms in the world. Our “Job to be done”: speed up cash flow, save Partner time, & deliver best-in-class client experiences. We do this by automating day-to-day firm operations with our Practice Automation solutions. Aiwyn is led by serial entrepreneurs with multiple exits and funded by a Top 10 fintech VC.

To learn more, visit our website

Who Are You?

You are inherently curious, always driven to understand the world around you by asking insightful questions. This innate curiosity empowers you to uncover what truly matters, enabling you to create impactful and meaningful solutions. You understand that no one has all the answers, and you openly seek help when needed. You prioritize the team’s success above your own, sacrificing personal goals to help others achieve theirs. You continuously seek feedback, always striving to grow in your craft and empower those around you. You believe that greatness is achieved through teamwork, high trust, and deep connections with your peers. Confident in your strengths and courageously vulnerable in sharing your weaknesses, you have grown as a product manager and are eager for this opportunity.

As a product manager, you embrace the inherent challenges of the role. You rely on authenticity, vulnerability, and truth-telling to guide your teams towards meaningful results. You seek to deeply understand the markets you serve, sharing your insights with your team and collaboratively developing solutions that make a difference. You acknowledge the difficulty of this work and take ownership when mistakes occur, always striving to improve. You understand that a strong, empowered team is crucial to delivering impactful results, and you are committed to fostering this environment. The challenges energize you, and despite the hard work, you look forward to this opportunity.

You are a true AI-native - not just curious about emerging tools, but fluent in applying them to drive leverage, speed, and creativity in your work. You operate with exceptional independence and ingenuity, using AI as a force multiplier to push the boundaries of what a single product manager can accomplish. You bring original ideas and deep craft to how AI is used, setting a high bar for the organization around you.

• Portal Workflow Optimization: Design and refine portal workflows (including request lists, organizers, file delivery, and e-signature flows) to streamline client information gathering and document delivery, improving efficiency and client experience.
• Client Collaboration Enhancements: Develop tools and features that enhance collaboration between firms and their clients, ensuring clarity, responsiveness, and ease of use throughout the intake and delivery process.
• Portal Performance Insights: Create systems to track and report on portal usage and performance metrics, offering actionable insights for practices to optimize their client experience and internal workflows.
• Compliance and Security: Ensure all portal-related features, including requests, document delivery and e-signatures, comply with industry regulations and maintain the highest security standards for sensitive client data.
• Integration Strategy: Build seamless integrations with other practice management, document management, and tax/audit tools to enhance portal capabilities and unify workflows across systems.
• Scalable Portal Features: Develop scalable portal-related functionalities that support the growth of practices while maintaining reliability, performance, and quality for both firms and their clients.
• Industry Research: Stay ahead of industry trends and develop a profound understanding of customer needs, pain points, and feedback to identify and seize growth opportunities.
• Competitive Analysis: Thoroughly analyze the competitive landscape to uncover strengths, weaknesses, opportunities, and threats, informing strategic decisions.
• Product Roadmap: Collaborate with the Product Lead to craft and execute a visionary product roadmap. Leverage the power of Jira Product Discovery (JPD) to manage your product work and to provide clear roadmap visibility to the business.
• Product Design Collaboration: Partner with product designers to create intuitive, user-friendly experiences that align with product outcomes.
• Requirement Management: Translate complex requirements into actionable tasks for the engineering team, ensuring clarity and focus.
• Cross-Functional Collaboration: Foster seamless collaboration with cross-functional teams and stakeholders to align on product initiatives and orchestrate successful go-to-market efforts.

• Proven Product Leadership: 5+ years of experience in product management, with a track record of leading products from ideation to successful launch.
• Deep Industry Insight: A profound understanding of client portals, digital intake tools, document collaboration, or e-signature software.
• Empowered Team Advocate: Familiarity with SVPG teachings and a passion for working in empowered, collaborative teams.
• AI-Native Product Leader: Demonstrated mastery in using AI to amplify your impact, from accelerating research and execution to shaping innovative product ideas. You have a deep, hands-on toolkit and set the pace for others in how AI is applied to product work.
• Tool Proficiency: Proficient with product management tools like Miro, Jira, and Pendo, and AI tools like ChatGPT.
• Design-Oriented Thinker: An eye for market-leading experiential design, with experience in creating journey maps or high-level wireframes.
• Industry Specialist: Expertise in the accounting or financial services industry, with a deep understanding of its challenges and opportunities.
• Startup Seasoned: Proven experience taking a team or company from 0-1, embracing the associated challenges and triumphs.

• The big-picture value proposition of this role is simple: join us, and you'll be paid competitively to have freedom in solving worthwhile, challenging problems alongside other A-players at a fast growing SaaS startup led by an experienced and successful co-founding team with industry experience.

• Adventure travel stipend - you receive a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls.
• Remote, work-from-anywhere culture
• Flexible PTO
• World Class health benefits - we believe in fostering flourishing teams by providing benefits that go beyond the usual standards - Health, vision, dental, HSA/FSA, and mental health support.
• Stock options - every Full Time Employee has ownership in Aiwyn's future and success.
• 401(k) matching

• Trust - We champion transparency, welcome differing perspectives, uphold accountability, and trust that others have good intentions
• Courage - We have the courage to take calculated risks and embrace change, knowing what worked in the past won’t always work in the future
• Impact - Rooted in determination and innovation, we chase extraordinary outcomes and impactful results
• Relentlessness - We approach challenges with an unwavering resolve, never settling for mediocrity, and always striving to surpass expectations

• About us
• Why Aiwyn
• YouTube page

Aiwyn is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.

Candidate information will be treated in accordance with our CCPA privacy notice which can be found here: https://www.aiwyn.ai/ccpa