Product Manager - Workflows

Herald; New York (NY); On-site; USD 160,000 - 200,000; Full time

Job summary

Herald in New York is seeking a Product Manager to own the Placement System, the broker-facing surface for commercial submissions from intake through bind. You will translate broker workflows into product decisions and ship AI-enabled features that reduce manual effort in insurance placement.

You will work directly with users from day one, partner with engineering to ship quickly, and apply AI as a productivity tool and to identify where automation meaningfully changes broker work.

Qualifications

• 2–3 years of product management or closely adjacent role in a B2B SaaS environment.
• Habitual, fluent use of AI tools to draft communications, investigate problems, synthesize information, and reduce repetitive effort.
• Strong instincts for UX and an ability to simplify complex processes in a multi-stakeholder workflow.
• Comfort collaborating with engineering teams building AI-powered products and ensuring trust in AI outputs.
• Demonstrated ability to work with real users, understand operational pain, and translate learnings into crisp product decisions.
• Strong writing and clear communication in specs, Slack, and live discussions.

Responsibilities

• Own the Placement System from intake through bind for Herald’s broker-facing workflow.
• Collaborate with engineering to ship features quickly and use AI to enhance productivity.
• Define where automation adds value and where human oversight is needed.
• Expand AI-assisted coordination and agentic workflows within the platform.
• Improve document extraction accuracy and data capture flows.
• Launch new carrier integrations to unlock market access for users.

Skills

AI tooling fluency

UX design

Engineer collaboration

User research

Clear writing

Strong communicator

B2B SaaS PM

Job description

The Role

As a Product Manager you’ll own the Herald placement application — the primary working surface brokers use to manage commercial submissions end to end. This is a high-ownership, user-facing role where you'll translate real broker workflows into product decisions and ship features that meaningfully reduce manual effort in the insurance placement process.

You’ll work directly with users from day one, partner closely with engineering to ship fast, and use AI both as a personal productivity tool and as a lens for identifying where automation can meaningfully change how brokers work. When projects require it, you’ll also own the carrier work needed to bring new markets or capabilities into the platform, but the broker experience is your primary focus.

AI is a core part of how we expect this role to operate. You’ll reach for AI tools habitually in your own work, and you’ll help identify where AI and agentic workflows can be layered into the product to reduce coordination overhead, surface the right information at the right time, and let brokers focus on the work that actually requires their judgment.

What You’ll Do

The core product you’ll own is the Placement System — Herald’s platform for managing a commercial submission from intake through bind. It includes:

• Application intake and form management— dynamic application forms that adapt to coverage type, prefill from uploaded documents via AI extraction, and surface what digital carriers still need
• Market outreach— digital submission to carrier APIs and templated offline outreach, with a unified view of where every market stands
• Quote review and comparison— structured quote data across digital and offline markets, coverage-level detail views, and exportable comparison outputs
• AI-assisted coordination— submission-scoped chat, AI summaries, and agentic actions that let brokers delegate routine coordination

Beyond the core workspace, your project backlog will span the broader placement product — work like:

• Improving document extraction accuracy and coverage for the prefill and data-capture flows
• Expanding agentic capabilities: defining where the platform should act autonomously, where it should surface recommendations, and where a human needs to stay in the loop
• Scoping and launching new carrier integrations when they’re required to unlock new market access for usersImproving monitoring and self-healing for the integration layer that feeds market data into the workspace

What You’ll Bring

Required

• 2–3 years of experience in product management or a closely adjacent role (e.g., product engineering, solutions engineering, implementation PM, or technical program management) in a B2B SaaS environment
• Habitual, fluent use of AI tools in your own work — you reach for AI to draft communications, investigate problems, synthesize information, and reduce repetitive effort; you have well-developed instincts for where AI helps and where it falls short
• Strong instincts for UX and an ability to simplify complex processes — the placement workflow is multi-step, involves many stakeholders, and has real consequences; you design for clarity under that complexity
• Comfort working with engineering teams building AI-powered products — you understand how to design features that build trust in AI outputs, what it means to evaluate them, and where human oversight needs to stay
• Demonstrated ability to work with real users, understand operational pain, and translate what you learn into crisp product decisions
• Strong writer — you communicate product rationale clearly in specs, Slack, and in the room with skeptical users
• Clear communicator and fast executor — you move quickly, write things down, and pull the right people in at the right time

Nice to Have

• Experience in commercial insurance, insuretech, or a closely adjacent vertical — familiarity with carrier-distribution dynamics and how quoting, submission, and binding workflows operate
• Prior experience at a company building workflow automation, document processing, or AI-assisted tools for enterprise users
• Experience designing or scoping AI-assisted or agentic workflows — you understand where automation adds value, how to evaluate AI outputs in operational contexts, and how to build processes that keep humans appropriately in the loop
• Familiarity with REST APIs and how they underpin product features — you can read API documentation, understand what’s technically feasible, and have informed conversations with engineers about integration design
• Prior startup experience at a company in a similar stage (Series A–C); you know how to operate with lean support structures and build process where there isn’t any

Full compensation packages are determined based on candidate experience. Please note that some roles may include variable compensation (such as commission, bonuses, and/or equity) that are not outlined here. This range is depicting base pay only. Any variable compensation will be discussed throughout the hiring process.

New York Pay Range: $160,000 – $200,000 USD