Product Manager Workflow Automation and Treasury Solutions

FINBOA Inc.; Houston, Northern (TX, KY); Hybrid; USD 111,000 - 144,000; Full time

Benefits offered by this job

Simple IRA with Matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Wellness resources

Job summary

FINBOA Inc. is seeking an experienced Product Manager to lead the strategy, roadmap, and market success of our workflow automation, treasury onboarding, intelligent intake, and AI-enabled solutions.

This role involves shaping the product portfolio to streamline operations and accelerate digital transformation for financial institutions. You will collaborate with Engineering, Product Marketing, Sales, Solutions Consulting, and customers to turn complex needs into scalable, measurable products.

Qualifications

• Five or more years of product management experience in SaaS/fintech/banking technology.
• Experience owning strategic roadmaps for technically complex products.
• Strong knowledge of workflow automation and operational efficiency.
• Experience creating product requirements, user stories, and acceptance criteria.
• Solid understanding of Agile methodologies and the software development lifecycle.
• Strong analytical, problem-solving, communication, and stakeholder-management skills.
• Experience using Jira, Azure DevOps, or Confluence.
• Treasury management or banking operations experience is strongly preferred.
• Experience with AI-enabled products is preferred.
• Experience supporting banks, credit unions, or other community financial institutions is a plus.

Responsibilities

• Own the strategy and roadmap for FINBOA's workflow automation, treasury onboarding, intelligent intake, and AI-enabled solutions.
• Translate customer and market needs into business requirements, user stories, and acceptance criteria.
• Manage and prioritize the product backlog in partnership with Engineering.
• Identify opportunities to apply AI, intelligent intake, and decisioning technology across the product portfolio.
• Conduct customer and prospect discovery to understand operational challenges and market needs.
• Lead customer feedback programs, including advisory groups, beta programs, and product validation sessions.
• Develop data-supported business cases for new products and automation investments.
• Define and monitor product adoption, utilization, and customer satisfaction metrics.
• Partner with Product Marketing on positioning, pricing input, and go-to-market planning.
• Support Sales and Solutions Consulting with strategic opportunities, demonstrations, and RFP responses.
• Validate delivered functionality and support product-launch readiness.
• Represent the portfolio during product planning and prioritization discussions.

Skills

Product management

Roadmap ownership

Agile methodologies

AI-enabled products

Banking/treasury ops

Requirements gathering

Tools

Jira

Azure DevOps

Confluence

Job description

Benefits:

• Simple IRA with Matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• Wellness resources

Product Manager-Workflow Automation & Treasury Solutions

Remote: Must reside in AL, AR, AZ, FL, GA, IL, MA, NC, NY, PA, SC, or TX

FINBOA is seeking an experienced Product Manager to lead the strategy, roadmap, and market success of our workflow automation, treasury onboarding, intelligent intake, and AI-enabled solutions.

In this role, you will help shape FINBOA's next generation of products, enabling financial institutions to streamline operations, reduce manual effort, and accelerate digital transformation. You will work closely with Engineering, Product Marketing, Sales, Solutions Consulting, and customers to turn complex operational needs into valuable, scalable solutions.

What You'll Do

• Own the strategy and roadmap for FINBOA's workflow automation, treasury onboarding, intelligent intake, and AI-enabled solutions.
• Translate customer and market needs into business requirements, user stories, and acceptance criteria.
• Manage and prioritize the product backlog in partnership with Engineering.
• Identify opportunities to apply AI, intelligent intake, and decisioning technology across the product portfolio.
• Conduct customer and prospect discovery to understand operational challenges and market needs.
• Lead customer feedback programs, including advisory groups, beta programs, and product validation sessions.
• Develop data-supported business cases for new products and automation investments.
• Define and monitor product adoption, utilization, and customer satisfaction metrics.
• Partner with Product Marketing on positioning, pricing input, and go-to-market planning.
• Support Sales and Solutions Consulting with strategic opportunities, demonstrations, and RFP responses.
• Validate delivered functionality and support product-launch readiness.
• Represent the portfolio during product planning and prioritization discussions.

What You'll Bring

• Five or more years of product management experience in SaaS, fintech, banking technology, or a related field.
• Experience owning strategic roadmaps for technically complex products.
• Strong knowledge of workflow automation, process improvement, and operational efficiency.
• Experience creating product requirements, user stories, and acceptance criteria.
• A solid understanding of Agile methodologies and the software development lifecycle.
• Strong analytical, problem-solving, communication, and stakeholder-management skills.
• Experience using tools such as Jira, Azure DevOps, or Confluence.
• Treasury management or banking operations experience is strongly preferred.
• Experience with AI-enabled products is preferred.
• Experience supporting banks, credit unions, or other community financial institutions is a plus.

What Success Looks Like

You will deliver solutions that create measurable operational improvements for FINBOA's customers. Product adoption and satisfaction will increase, new automation capabilities will be validated before release, and cross-functional teams will have clear requirements and priorities. Your roadmap recommendations will be supported by customer insights, market data, and well-developed business cases.

Position Details

• Employment Type: Full-time, exempt
• Work Location: Remote within a FINBOA-approved state
• Approved States: Alabama, Arkansas, Arizona, Florida, Georgia, Illinois, Massachusetts, North Carolina, New York, Pennsylvania, South Carolina, and Texas
• Schedule: Typical business hours, Monday through Friday
• Travel: Occasional travel may be required
• Incentive Eligibility: Eligible for an annual bonus
• Compensation: $111, 411 to $144,000 annually

FINBOA offers medical, dental, and vision coverage; a 401(k) plan with company match; paid time off; and additional voluntary benefits.

FINBOA is an equal opportunity employer. Qualified applicants will be considered without regard to any status protected by applicable law. Reasonable accommodations are available throughout the application and interview process.

This is a remote position.