Own product development coordination, roadmap execution, delivery timelines, client discovery, demos, and stakeholder management. Partner with engineering, sales, operations, and client success teams to translate customer needs into product requirements and solutioning. Coordinate messaging across product lines, support deal lifecycles, and create customer-facing presentations, proposals, and solution materials using AI tools.
Job Summary:
Hybrid TPM + Client Success role owning product development coordination (project management), customer-facing demos/discovery, and cross-functional stakeholder management across the product suite (front-end, mid-cycle, and backend).
Supervisory Responsibilities:
- This position has no direct supervisory responsibilities.
Duties/Responsibilities:
- Partner with engineering teams to manage/drive product development priorities, roadmap execution, and delivery timelines as a Technical Product/project Manager
- Serve as primary liaison between internal Operations and external clients (existing and prospective) for product-related needs
- Work side-by-side with Client Success and Sales/Pre-Sales teams to support the deal lifecycle
- Lead and support product demos and discovery sessions with prospective and existing clients
- Support product solutioning from a business/commercial angle, translating client needs into product requirements
- Coordinate across product lines (front-end, mid-cycle, backend) to ensure consistent client-facing messaging and solution fit
- Create polished customer-facing artifacts (presentations, proposals, solution decks) leveraging AI tools for efficiency and quality
- Act as a trusted stakeholder-facing representative across internal (engineering, sales, ops) and external (client) audiences
- Performs other duties as assigned.
Required Skills/Abilities
- Proven experience in technical product management, ideally in a TPM or hybrid PM/Client Success capacity
- Strong track record of customer-facing/stakeholder management experience
- Excellent written and oral communication skills
- Hands-on proficiency with modern AI tools to build presentations, demos, and customer artifacts
- Experience working cross-functionally with engineering, sales, and client success teams
- Prior exposure to RCM, healthcare tech, or SaaS product environments a plus
Education and Experience
- Bachelor's degree in computer science, Information Systems, Engineering, Business Administration, Healthcare Administration, or related field required.
- Minimum of 5 years of experience in Technical Program Management, Project Management, Product Operations, Business Analysis, Software Delivery, or related roles.
- Experience supporting software development projects and cross-functional technology initiatives required.
- Healthcare technology, healthcare services, or Revenue Cycle Management (RCM) experience preferred.
- Experience working in Agile software development environments preferred.
- PMP, CAPM, Agile, Scrum, SAFe, or related certifications are preferred.
- Experience supporting enterprise software implementations, automation initiatives, data projects, or digital transformation programs preferred.
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at a time.
- Ability to travel periodically based on business needs.
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Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
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- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

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