Aiwyn

Senior Product Manager - Engagements

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Accounting Software, FintechIndustries

Product Manager

Employment Type: Full-Time

Position Overview

Aiwyn is the fastest-growing software company serving the accounting profession. Founded in 2020, we now work with over 100 of the largest CPA firms in the world. Our mission is to speed up cash flow, save Partner time, and deliver best-in-class client experiences 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.

Who Are You?

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.

Key Responsibilities

  • Engagement Workflow Optimization: Design and refine engagement workflows to streamline processes, improve user efficiency, and deliver maximum value to practices.
  • Client Communication Enhancements: Develop tools and features that enhance communication between practices and their clients, ensuring clear and effective interactions.
  • Engagement Performance Insights: Create systems to track and report engagement performance metrics, offering actionable insights for practices to optimize their operations.
  • Compliance and Security: Ensure all engagement-related features comply with industry regulations and maintain the highest security standards for sensitive client data.
  • Integration Strategy: Build seamless integrations with other practice management tools or systems to enhance engagement capabilities and user workflows.
  • Scalable Engagement Features: Develop scalable engagement-related functionalities that support the growth of practices while maintaining reliability and quality.
  • 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 VP of Product Management 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.

Qualifications

  • 5+ years of experience in product management, with a track record of leading products from ideation to successful launch.
  • A profound understanding of Contract Lifecycle Management (CLM) software or the ability to quickly adapt and learn.
  • Familiarity with SVPG teachings and a passion for working in empowered, collaborative teams.
  • Experience leveraging AI and automation to enhance customer experiences and drive innovation.
  • Proficient with product management tools like Productboard, Miro, Jira, and Pendo, and AI tools like ChatGPT.
  • An eye for market-leading experiential design, with experience in creating journey maps or high-level wireframes.
  • Expertise in the accounting or financial services industry.

Company Information

Learn more about Aiwyn by visiting our website.

Skills

Product Management
Workflow Optimization
Client Communication
Performance Metrics
Compliance
Security
Integration Strategy
SaaS

Aiwyn

AI-driven automation platform for accountants

About Aiwyn

Aiwyn offers a Practice Automation platform for accounting firms, leveraging AI and machine learning to automate revenue processes by extracting client data from existing practice management and CRM systems. The platform streamlines billing, accelerates client payments, and provides predictive insights for financial health.

Charlotte, North CarolinaHeadquarters
2020Year Founded
$109.9MTotal Funding
LATE_VCCompany Stage
Consulting, Enterprise Software, Financial ServicesIndustries
51-200Employees

Benefits

Remote Work Options
Unlimited Paid Time Off
Health Insurance
Dental Insurance
Vision Insurance
Mental Health Support
401(k) Company Match
Stock Options
Employee Discounts

Risks

Emerging fintech startups may erode Aiwyn's market share.
Integration challenges with CPA systems could delay adoption of new solutions.
Economic downturns may reduce CPA firms' tech spending.

Differentiation

Aiwyn automates AR processes, freeing partners to focus on client value.
Client Engagement Automation streamlines client intake and engagement letter processes.
Aiwyn integrates AI and cloud tech for superior client experiences.

Upsides

Aiwyn secured $113M to enhance CPA firm operations and tax technology.
Growing demand for AI-driven automation boosts Aiwyn's market potential.
Aiwyn's high NPS score indicates strong customer satisfaction.

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