[Remote] Senior Product Manager - Portal at Aiwyn

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

(Not explicitly stated in the provided text)

Responsibilities

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
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
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
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
Build seamless integrations with other practice management, document management, and tax/audit tools to enhance portal capabilities and unify workflows across systems
Develop scalable portal-related functionalities that support the growth of practices while maintaining reliability, performance, and quality for both firms and their clients
Stay ahead of industry trends and develop a profound understanding of customer needs, pain points, and feedback to identify and seize growth opportunities
Thoroughly analyze the competitive landscape

Skills

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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