Technology Product Manager - MSI

MSI; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Baldwin is seeking a Technology Product Manager to own strategy, roadmap, and delivery for key technology products supporting the insurance brokerage lifecycle. You will lead cross‑functional teams to translate customer and colleague needs into outcome‑oriented solutions using structured discovery and iterative delivery.

You will partner with Analytics, Engineering, UX, and Operations to define epics and user stories, manage the backlog, and ensure alignment with regulatory and business goals.

Qualifications

• Bachelor’s degree or higher in information systems, computer science, business, data/analytics, engineering, or related field
• 4–6 years of progressive product management/analysis experience, including roadmaps/backlogs
• Experience with technology products in regulated environments (insurance/financial services) preferred
• Experience with Agile/Scrum and backlog tools (Jira, Azure DevOps) preferred
• Familiarity with product management frameworks (Pragmatic, AIPMM, CSPO/PSPO) preferred
• Experience defining/tracking product KPIs and running experiments with data tools

Responsibilities

• Define and refine product vision, strategy, and measurable objectives aligned with Baldwin’s brokerage strategy
• Develop and maintain an outcome-oriented product roadmaps balancing regulatory, operational, UX, and tech considerations
• Lead structured discovery through stakeholder interviews, journey mapping, and qualitative user research
• Translate insights into epics, features, and user stories with clear acceptance criteria
• Collaborate with Engineering, Architecture, UX, and Operations to surface feasible solutions and manage trade-offs
• Own the product backlog and prioritize based on impact, risk, dependencies, and capacity
• Lead Agile ceremonies and ensure items are ready and outcomes-focused
• Oversee functional validation, test scenarios, and acceptance criteria
• Coordinate release readiness, including training inputs and support plans
• Define and track KPIs (adoption, CSAT, cycle times) and use analytics to inform decisions
• Serve as primary product contact for designated business areas and manage stakeholder expectations
• Foster cross-functional decision making and champion change adoption through training and comms

Skills

Product lifecycle management

Cross-functional leadership

Agile/Scrum

Roadmap planning

Stakeholder management

Data-driven decision making

Education

Bachelor’s degree in information systems/CS

Professional PM certification (CSPO/PSPO) a plus

Tools

Jira

Azure DevOps

Confluence

Job description

The Technology Product Manager is a senior individual‑contributor role responsible for owning the strategy, roadmap, and delivery of key technology products that enable Baldwin’s insurance brokerage lifecycle (e.g., client/colleague portals, policy administration tools, internal brokerage platforms). Operating with advanced professional judgment, this role leads cross‑functional teams to discover customer and colleague needs, define outcome‑oriented solutions, and deliver incremental value through modern product management practices. Drawing on leading product management standards from accredited programs, the Technology Product Manager applies data‑driven decision making, structured discovery, and iterative delivery to align product outcomes with business, operational, and client goals.

Primary Responsibilities

• Define and continuously refine vision, strategy, and measurable objectives for assigned products, ensuring clear alignment with Baldwin’s brokerage strategy and operating model.
• Develop and maintain an outcome‑oriented product roadmap that balances regulatory, operational, user experience, and technical considerations; socialize and adjust roadmaps based on evidence and stakeholder input.
• Lead structured discovery using techniques endorsed by accredited product programs (e.g., stakeholder interviews, journey mapping, qualitative user research, and collaborative workshops) to understand user problems and opportunities.
• Partner with Analytics and business teams to translate behavioral data, incident trends, and operational metrics into actionable product insights and hypotheses.
• Translate problems and opportunities into well‑formed epics, features, and user stories with clear acceptance criteria and edge cases suitable for Agile delivery teams.
• Collaborate daily with Engineering, Architecture, UX, and Operations to shape feasible solution options, clarify trade‑offs, and ensure designs adhere to technical, security, and data standards.
• Own the product backlog for assigned domains: prioritize based on customer impact, risk, regulatory needs, dependencies, and capacity, using recognized prioritization frameworks (e.g., RICE, WSJF, value vs. effort).
• Act as product lead within Agile ceremonies (e.g., planning, backlog refinement, reviews), ensuring work items are ready, understood, and anchored to defined outcomes.
• Oversee functional validation for key features: define test scenarios, support test case design, review results, and accept/reject work based on agreed acceptance criteria.
• Coordinate release readiness for assigned changes, including communications, training inputs, support playbooks, and monitoring plans; ensure controlled rollout and early‑life support.
• Define and track product KPIs and success metrics (e.g., adoption, task completion, error and incident rates, cycle times, NPS/CSAT) in line with data‑driven practices promoted by accredited product curricula.
• Analyze product performance and user feedback, run and interpret small experiments where appropriate (e.g., A/B tests, pilot cohorts), and adjust roadmap and backlog based on evidence.
• Serve as primary product contact for designated business areas (e.g., Client Service, Operations, Placement, Finance), managing expectations and aligning on priorities and trade‑offs.
• Facilitate cross‑functional decision making, presenting clear options, impacts, and recommendations to leaders and governance forums (e.g., change committees, steering groups).
• Support change adoption by partnering with Training, Communications, and local leaders to embed new capabilities into processes and roles.
• Provide peer coaching and informal mentoring to Associate and Technology Product Analysts on discovery methods, story writing, prioritization, and stakeholder engagement.
• Contribute to evolving Baldwin’s product management practices by sharing lessons learned, templates, and patterns drawn from reputable frameworks (e.g., Pragmatic’s market‑driven approach, recognized Agile product owner practices, AIPMM product lifecycle concepts).

Required Knowledge, Skills & Abilities

• Advanced understanding of end‑to‑end product lifecycle management, from discovery and definition through delivery, measurement, and iteration, consistent with globally recognized product management curricula.
• Ability to articulate and maintain a clear product vision and strategy, tying product decisions to business outcomes, operational efficiency, client value, and risk management.
• Strong skills in qualitative and quantitative discovery: framing problems, conducting interviews/workshops, synthesizing insights, mapping journeys and processes, and translating findings into hypotheses and requirements.
• Proficiency in writing high‑quality epics, features, and user stories, including non‑functional requirements, that support iterative delivery and clear testing.
• Ability to define meaningful product KPIs and diagnostic metrics; experience partnering with Analytics to interpret product usage, operational performance, and experiment results to guide prioritization and design.
• Solid understanding of web/SaaS product concepts (e.g., multi‑tier architectures, integrations, APIs, roles/permissions, environments) sufficient to engage deeply with Engineering, question trade‑offs, and make informed decisions.
• Working knowledge of insurance brokerage concepts (e.g., client lifecycle, policy placement, renewals, servicing) and how they are represented in technology platforms, or demonstrated ability to develop this expertise quickly.
• Strong facilitation and communication skills, with the ability to align diverse stakeholders, present options and trade‑offs succinctly, and manage disagreement constructively.
• Proven ability to lead cross‑functional teams without direct authority, keeping work focused on outcomes and delivering on commitments.
• Demonstrated ability to manage multiple initiatives and dependencies concurrently, balancing short‑term delivery with medium‑term strategic work.
• Comfort operating in Agile environments and collaborating closely with Scrum Masters, Engineers, QA, and other partners.

Qualifications

• Bachelor’s degree in information systems, computer science, business, data/analytics, Engineering, or a related field; or equivalent combination of education and experience consistent with a senior professional role.
• 4–6 years of progressive experience in product management, product analysis, or closely related roles (e.g., business analysis, technical product ownership), including direct ownership of roadmaps and backlogs for business applications or SaaS products.
• Direct experience with technology products in insurance, brokerage, or financial services, or in other highly regulated, B2B/B2B2C environments preferred.
• Hands‑on experience with Agile/Scrum and related toolsets (e.g., Jira or Azure DevOps for backlog management; Confluence/SharePoint for documentation) preferred.
• Familiarity with product management frameworks and practices from accredited or widely recognized programs (e.g., Cornell/eCornell Technical Product Management, Pragmatic Institute, AIPMM, Product School, university‑backed product management or digital product programs) preferred.
• Experience defining and tracking product KPIs, running small experiments, and using data/analytics tools (e.g., product analytics, BI dashboards, Excel/Sheets) to inform decisions preferred.
• Relevant professional certifications (e.g., Pragmatic Institute, AIPMM, CSPO/PSPO, SAFe PO/PM, or university‑backed product management certificates) are a plus.