Note: The job is a remote job and is open to candidates in USA. TheCorporate is seeking a Senior Product Manager to lead its Document Intelligence Platform. The role owns product strategy, roadmap development, execution, launch, and optimization for AI-powered document ingestion, classification, extraction, and downstream integrations supporting B2B and B2C tax experiences. The position partners with engineering, UX/UI, AI/ML, data, compliance, legal, privacy, and business teams to deliver secure, accurate, scalable, and intelligent document workflows.
Responsibilities
- Define and execute the product vision, strategy, roadmap, and measurable outcomes for the Document Intelligence Platform
- Lead development of AI-powered document ingestion, classification, extraction, and data processing capabilities
- Identify opportunities to reduce manual data entry and improve document-processing accuracy and efficiency
- Partner with engineering, design, AI/ML, data, compliance, and business teams throughout the product development lifecycle
- Translate customer and business needs into product requirements, user stories, acceptance criteria, and prioritized backlogs
- Lead backlog grooming, sprint planning, prioritization, and agile delivery activities
- Drive rapid experimentation and iterative product delivery, with the ability to produce meaningful product increments on a weekly basis
- Use customer feedback, analytics, research, and market trends to continuously improve product capabilities
- Evaluate emerging AI, LLM, OCR, document intelligence, and data exchange technologies
- Ensure AI-powered capabilities are appropriately validated and integrated into customer workflows
- Balance innovation, scalability, reliability, security, compliance, and business objectives
- Partner with legal, privacy, regulatory, and compliance teams to support responsible AI and secure data handling
- Communicate product strategy, priorities, progress, and business impact to executives and cross-functional stakeholders
- Serve as a product thought leader for intelligent document processing and AI-enabled tax data ingestion
Skills
- Candidates must be based in the Central or Eastern Time Zones
- 7+ years of product management experience, preferably within software, fintech, tax, accounting, financial services, or related technology environments
- Strong hands-on product experience with AI-driven document ingestion and extraction platforms
- Experience with document classification, OCR, data extraction, document processing, and downstream system integrations
- Strong understanding of AI/ML and LLM-based technologies, including their capabilities, limitations, validation requirements, and practical implementation
- Regular hands-on use of AI tools such as ChatGPT, Claude, Cursor, or similar platforms
- Ability to clearly explain how AI tools are incorporated into different phases of the product management lifecycle
- Proven experience working directly with software engineers and product designers
- Strong experience with user stories, product requirements, backlog management, sprint cadence, and agile methodologies
- Demonstrated ability to work in a fast-paced environment and deliver tangible product improvements quickly
- Strong analytical, problem-solving, prioritization, and decision-making skills
- Excellent written and verbal communication skills with the ability to influence technical and executive stakeholders
- Bachelor's degree or equivalent professional experience
- Experience building products for tax, accounting, fintech, financial services, or payments
- Experience with B2B and B2C platforms
- Experience with intelligent document processing, financial document automation, OCR, OFX, or similar data ingestion technologies
- Experience applying AI agents or LLMs to customer-facing product workflows
- Familiarity with responsible AI, data privacy, regulatory, and compliance considerations
- Experience with design thinking and customer-centric product development
Benefits
- Remote work arrangement in Coppell, TX 75019
- Potential for full-time conversion after the 4–6 month contract
Company Overview