Sr Product Manager

Description

Your work days are brighter here.

We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. So, if you want to inspire a brighter work day for everyone, including yourself, you’ve found a match in the company, and we hope to be a match for you too.

The company Financials Outbound Product Management team partners with our go-to-market (GTM) teams and Product Development to identify the most important problems to be solved. We engage directly with customers and prospects to build awareness, drive adoption, and demonstrate the value of our products.

Agentic AI is a heavy focus for our team, particularly agentic ERP and agentic finance, with the goal of delivering real value to the Office of the CFO. In this role, you’ll focus on both product growth and customer adoption, ensuring customers realize measurable value and ROI from what we build.

About the Role

Outbound Product Managers are the glue between our go-to-market teams (including Sales, Marketing, Services, and our partner ecosystem) and the teams that build the product. They combine a deep understanding of product capabilities, domain knowledge, industry trends, and competitive intelligence, along with working knowledge of machine learning, AI, and agentic automation in finance, to inform our roadmap. They drive both product growth and customer adoption, so customers and partners realize real, measurable value and ROI. We’re looking for someone who uses AI in their own day-to-day workflows, not someone who only talks about it.

Responsibilities

• Serve as the bridge between GTM teams, partners, and Product Development, translating field and customer needs into product priorities and product capabilities into compelling stories, particularly across the Land-Adopt-Expand-Renew cycle.
• Bring early adopters into the product development flow, using their feedback to enable rapid iteration and shape features before and after launch.
• Take a data-driven approach, using product analytics, adoption and usage metrics, competitor analysis, industry trends (including advances in AI and agentic finance), and customer insights to inform the roadmap and measure impact.
• Use AI in your own workflows, whether for research, analysis, content creation, or prototyping, and share what you learn so it shapes how we build, position, and sell our agentic products.
• Be the voice of our customers and apply your understanding of use cases and success outcomes to influence feature design and implementation strategy.
• Create and publish content that communicates the “what” and “why” of our features, connecting product capabilities, including AI and agentic automation, to value for the Office of the CFO.
• Design and execute feature adoption initiatives that drive customer ROI and ensure customers continuously realize value.
• Craft and deliver high-quality presentations to a variety of audiences at conferences, customer visits, and during sales cycles.
• Support industry analyst engagements to help position the company Financials as an industry leader in agentic finance.

Requirements

• Basic Qualifications
• 5+ years of experience in accounting, presales, and/or outbound product management
• Deep understanding of the Quote to Cash process: quoting, contracts, invoicing and billing, subscription management, receivables, recurring billing models, and revenue recognition (ASC 606)
• Hands-on user of AI in your daily workflows, not just someone who can talk about it
• Excellent verbal and written communication skills, with a demonstrated ability to lead customer engagements and present to large audiences
• Other Qualifications
• Understanding of the SaaS ERP sales cycle
• Ability to articulate the value of the company’s products to C-level customers, especially the Office of the CFO
• Working knowledge of machine learning, AI, and agentic automation in finance
• Data-driven mindset, with experience using product analytics and adoption metrics to guide decisions
• Experience building cross-team relationships with effective outcomes, ideally including early adopter or customer feedback programs
• Proven understanding of design thinking and the product development process
• Ability to make tradeoff decisions, contribute to a culture of knowledge sharing and transparency, and appreciate the challenges engineering and product teams face
• CPA is a plus
• The company Pay Transparency Statement
• The annualized base salary ranges for the primary location and any additional locations are listed below. The company pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the company Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding the company’s comprehensive benefits, please click here .
• Primary Location: USA.CA.Pleasanton
• Primary Location Base Pay Range: $168,000 USD - $252,000 USD
• Additional US Location(s) Base Pay Range: $140,600 USD - $252,000 USD
• Additional Considerations:
• If performed in Colorado, the pay range for this job is $148,000 - $222,000 USD based on min and max pay range for that role if performed in CO.
• The application deadline for this role is the same as the posting end date stated as below:
• 12/06/2026
• Our Approach to Flexible Work
• With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.
• Pursuant to applicable Fair Chance law, the company will consider for employment qualified applicants with arrest and conviction records.
• The company is an Equal Opportunity Employer including individuals with disabilities and protected veterans.
• The company is committed to providing reasonable accommodations for qualified individuals during our application process, in order to perform one or more essential functions of their job, as well as regarding the use of AI tools for employment decision-making to any degree. Please see below for more details including how to request an accommodation as a qualified veteran, due to a disability or for religious reasons, or as otherwise provided under applicable law.
• The company prohibits taking adverse action against any candidate or employee for reporting a possible violation of this policy, requesting one or more work accommodations, exercising a privacy right, or cooperating in an investigation in accordance with applicable law. Any employee who retaliates against a candidate or employee for doing so may be subject to disciplinary action, up to and including termination of employment, to the fullest extent allowable under applicable law.
• Are you being referred to one of our roles? If so, ask your connection at the company about our Employee Referral process!
• At the company, we value our candidates’ privacy and data security. The company will never ask candidates to apply to jobs through websites that are not the company Careers.
• Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from the company but is not.
• In addition, the company will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at the company.