Product Manager

Overview

Investor Flow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

Are you passionate about solving customer problems, crafting innovative solutions, and driving impactful results? At Investor Flow, we are creating end-to-end, engaging experiences that tailor Investor, Fund-Centric Relationship Management and Digital Engagement for Capital Markets. The company is strategically positioned to leverage #Agentic

AI as a differentiator to enable Raising Capital, Deploying Capital, and Servicing Investor Relationships across Private Equity, Private Capital, and Real Estate. We are seeking a skilled and driven Product Manager to join our team. This role is critical in aligning cross-functional teams, and delivering exceptional value to our customers. Leveraging five core pillars of a successful Product Manager, you will work tactically to bring our product strategy to life.

• Utilize Financial Services expertise and market research to deeply understand customer needs and pain points, defining product value propositions that align with business goals to drive revenue (ARR) and customer stickiness (reducing churn, increasing NRR).
• Collaborate with stakeholders to identify Minimum-Viable Products (MVPs), value-based target outcomes, and key "Jobs-To-Be-Done" across the Product landscape (clouds, applications, and modules) focused on driving value.
• Use customer surveys, RFPs and analytics to understand customer motivations and behaviors, balancing innovation with practicality in product requirements.
• Partner with UX/UI designers to deliver intuitive and delightful user experiences.
• Develop, document, and evangelize product initiatives and features as well as sequence delivery plans to ensure scalable growth or create operational efficiencies for customers and in line with company business goals. (Product Board)
• Drive product planning and create “Commit-to-Plan” product milestones across strategies, initiatives, and features on a release, quarterly, and annual basis.
• Own the product backlog, prioritizing features and initiatives based on impact, outcomes, feasibility, customer needs, revenue targets, and innovation.
• Collaborate with engineering teams to ensure timely delivery of high-quality product releases, always shepherding and evangelizing key priorities.
• Monitor product development progress, proactively removing roadblocks and ensuring smooth execution to ensure the product is introduced to the market as intended.
• Demonstrate accountability from committed product plans through product delivery, including capabilities available to sell (demonstrate), implement (to new and existing SAAS environments), recognize revenue, and drive customer adoption and stickiness.
• Act as the primary liaison between cross-functional teams, including design, engineering, marketing, and sales, support and implementation teams.
• Clearly articulate product goals, priorities, and updates to stakeholders at all levels and on multiple cadences - weekly, monthly, quarterly (QBRs), and annually.
• "Tell-A-Story" and present product strategies, roadmaps, design options, and delivery plans for customers, sales, marketing, implementation, and support teams.
• Facilitate feedback loops with customers and internal teams to continuously improve the product.
• Develop and maintain a product roadmap (sequenced set of target outcomes) that aligns with company objectives and market opportunities.
• Use data-driven insights to inform decisions, balancing short-term wins with long-term investments.
• Establish Service Level Agreements (SLAs) to ensure reliability and performance commitments at a product level.
• Ensure the following product considerations are addressed and captured across product initiatives and give product recommendations during sales cycles and customer implementations: supportability, risk (compliance, contractual, operational), frictionless experiences, impact (timeline and revenue), and feasibility.…