Senior Product Manager - Portal

Senior Product Manager - Portal

Aiwyn is the fastest-growing software company serving the accounting profession. Founded in 2020, we now work with 100+ of the largest CPA firms in the world. Our "Job to be done" : speed up cash flow, save partner time, & deliver best-in-class client experiences. We do this by automating day-to-day firm operations with our Practice Automation solutions. Aiwyn is led by serial entrepreneurs with multiple exits and funded by a Top 10 fintech VC.

You are inherently curious, always driven to understand the world around you by asking insightful questions. This innate curiosity empowers you to uncover what truly matters, enabling you to create impactful and meaningful solutions. You understand that no one has all the answers, and you openly seek help when needed. You prioritize the team's success above your own, sacrificing personal goals to help others achieve theirs. You continuously seek feedback, always striving to grow in your craft and empower those around you. You believe that greatness is achieved through teamwork, high trust, and deep connections with your peers. Confident in your strengths and courageously vulnerable in sharing your weaknesses, you have grown as a product manager and are eager for this opportunity.

As a product manager, you embrace the inherent challenges of the role. You rely on authenticity, vulnerability, and truth-telling to guide your teams towards meaningful results. You seek to deeply understand the markets you serve, sharing your insights with your team and collaboratively developing solutions that make a difference. You acknowledge the difficulty of this work and take ownership when mistakes occur, always striving to improve. You understand that a strong, empowered team is crucial to delivering impactful results, and you are committed to fostering this environment. The challenges energize you, and despite the hard work, you look forward to this opportunity.

You are a true AI-native - not just curious about emerging tools, but fluent in applying them to drive leverage, speed, and creativity in your work. You operate with exceptional independence and ingenuity, using AI as a force multiplier to push the boundaries of what a single product manager can accomplish. You bring original ideas and deep craft to how AI is used, setting a high bar for the organization around you.

Key Responsibilities :

• Portal Workflow Optimization : Design and refine portal workflows (including request lists, organizers, file delivery, and e-signature flows) to streamline client information gathering and document delivery, improving efficiency and client experience.
• Client Collaboration Enhancements : Develop tools and features that enhance collaboration between firms and their clients, ensuring clarity, responsiveness, and ease of use throughout the intake and delivery process.
• Portal Performance Insights : Create systems to track and report on portal usage and performance metrics, offering actionable insights for practices to optimize their client experience and internal workflows.
• Compliance and Security : Ensure all portal-related features, including requests, document delivery and e-signatures, comply with industry regulations and maintain the highest security standards for sensitive client data.
• Integration Strategy : Build seamless integrations with other practice management, document management, and tax / audit tools to enhance portal capabilities and unify workflows across systems.
• Scalable Portal Features : Develop scalable portal-related functionalities that support the growth of practices while maintaining reliability, performance, and quality for both firms and their clients.
• Industry Research : Stay ahead of industry trends and develop a profound understanding of customer needs, pain points, and feedback to identify and seize growth opportunities.
• Competitive Analysis : Thoroughly analyze the competitive landscape to uncover strengths, weaknesses, opportunities, and threats, informing strategic decisions.
• Product Roadmap : Collaborate with the Product Lead to craft and execute a visionary product roadmap. Leverage the power of Jira Product Discovery (JPD) to manage your product work and to provide clear roadmap visibility to the business.
• Product Design Collaboration : Partner with product designers to create intuitive, user-friendly experiences that align with product outcomes.
• Requirement Management : Translate complex requirements into actionable tasks for the engineering team, ensuring clarity and focus.
• Cross-Functional Collaboration : Foster seamless collaboration with cross-functional teams and stakeholders to align on product initiatives and orchestrate successful go-to-market efforts.

Qualifications :

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