Senior Product Manager, Business Management

About the role:

We are seeking an exceptional Senior Product Manager, Business Management to lead how 8am transforms financial operations for legal and accounting professionals. This is both a strategic and hands-on execution role—ideal for someone who combines deep understanding of accounting workflows, financial analytics, and compliance with experience building solutions that deliver measurable business impact.

In this role, you will own and deliver the vision for Analytics & Reporting, MyCase Accounting, and cross-solution financial intelligence that powers 8am's Professional Business Platform. You will focus on making it faster and easier for firms to reconcile bank accounts, understand profitability, maintain compliance, and gain actionable financial insights—all while integrating seamlessly across 8am’s solutions for invoicing, payments, legal accounting, Smart Spend, and other embedded financial solutions to generate unified insights and workflows across our financial ecosystem.

You will reduce manual work and help firms make data-driven business decisions by  leveraging AI and automation to power intelligent bank reconciliation, prioritizing real-time financial intelligence and embedding accounting throughout practice management workflows. Your work directly addresses critical pain points: tedious manual reconciliation, lack of profitability visibility, compliance anxiety, and fragmented financial systems.

You will partner closely with 8am's AI Platform and Data Science teams to identify opportunities where AI and automation, such as LLMs, machine learning and predictive modeling, can transform manual processes into automated, intelligent workflows that deliver measurable customer value.

You will operate as a leader within our empowered team model, working in close collaboration with a UX Designer and Tech Lead in a trio partnership. The right candidate deeply understands accounting and financial operations, has a track record of delivering measurable customer and business impact, and is excited to apply AI to transform how small businesses manage their business finances.

About us:

At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.

Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

What you'll do:

• Develop deep understanding of firm financial operations through customer research and data analysis to identify opportunities and how AI and automation will create competitive advantage
• Lead discovery with design and engineering partners to understand accounting, reconciliation, and compliance pain points
• Own the vision for MyCase Accounting, Analytics & Reporting, and financial intelligence, partnering with the Embedded Financials, AI Platform and Data Science teams to deliver intelligent automation for reconciliation, categorization, and insights
• Champion rapid experimentation with emerging AI technologies while maintaining appropriate accuracy thresholds for financial data

• Drive problem-solving through data analysis and user feedback, measuring customer value via reconciliation rates, financial health improvement, and actionable insights
• Lead cross-functional alignment around outcomes, tracking progress and taking corrective action to hit adoption goals 
• Partner with Product Operations, Data Intelligence, and Analytics to establish measurement frameworks for adoption, automation accuracy, and insight utilization
• Champion customer empathy while balancing business priorities, compliance requirements, and appropriate AI accuracy thresholds

Cross-Functional Leadership & Influence

• Influence and align stakeholders at all levels around your vision 
• Partner with Product Marketing and GTM on commercialization strategies including bundling, competitive positioning, and messaging
• Drive adoption and change management with Customer Success, ensuring customers realize efficiency gains 
• Mentor junior PMs on best practices and effective application of AI to customer problems
• Shape 8am's product vision around the financial ecosystem connecting payments, accounting, spend management, and lending

About you:

• 6-8+ years in B2B SaaS product management with a track record for delivering customer and business value in financial software, accounting platforms, or fintech products for small businesses
• Strong customer discovery skills with the ability to synthesize qualitative and quantitative insights into actionable strategies for accounting and financial workflows
• Hands-on experience collaborating with UX and engineering to deliver products involving complex financial data and reconciliation workflows
• Strong understanding of accounting fundamentals: bank reconciliation, chart of accounts, and financial reporting
• Proven ability to lead cross-functional initiatives and influence senior stakeholders without formal authority
• Strategic mindset for identifying and delivering growth initiatives, particularly applying AI and automation to accounting challenges
• Business acumen to build business cases, understand B2B SaaS economics, and prioritize for adoption impact
• Strong analytical and communication skills to develop testable hypotheses and explain complex strategies to diverse audiences
  
• Experience with agile methodologies and modern product tools (Jira, Confluence, Figma, analytics platforms)
• Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.
• This position is preferably based in Austin, Texas.

Nice to Have: 

• Experience with legal billing products, particularly trust accounting, IOLTA compliance, or professional services billing
• Experience delivering automation or intelligent features that created measurable customer value (time savings, accuracy improvements, workflow efficiency)
• Familiarity with ML concepts and how they apply to financial workflows (categorization, pattern matching, anomaly detection, forecasting)

Additional Information

The annual salary range for this position is $120,000 to $150,000. The salary range for performing this role outside of the US / Austin / California may differ.  8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education.

Why 8am: 

At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.

Here’s how we support our 8Team:

• Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees.
• Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members.
• Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents.
• Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching.
• Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development.
• Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually).
• Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform.

At 8am, we don’t just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day.

Diversity, equity & inclusion at 8am:

At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. 

Security advisory:

Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology.  As such, our Talent Acquisition Team only follows legitimate hiring practices.  We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process.  All interviews take place over phone call, Zoom/Google Meet or in person.  All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.