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About the Role
We are seeking a Senior Product Manager to lead our Data & Finance workstreams. This role involves collaborating with cross-functional teams to develop systems for reporting, financial operations, acquisition integrations, and executive decision-making, with a focus on building scalable data foundations.
Responsibilities
- Own roadmap, requirements, and delivery for data and finance-related initiatives
- Define systems, workflows, and data architecture for reporting, accounting, commissions, carrier data, and operational processes
- Translate finance and operational workflows into scalable software solutions
- Participate in acquisition integration workstreams, including data migrations, reporting standardization, and operational tooling
- Own our clean data and financial process engine
Requirements
- 8+ years of product, operations, consulting, finance systems, or related experience
- Experience working directly with founders, executives, or business leaders
- Strong understanding of data architecture, data modeling, reporting systems, and operational workflows
- Experience with financial systems, accounting workflows, commissions, revenue operations, and business reporting
- Experience with BI tools, data warehouses, and analytics platforms
- Experience leading data migrations, system implementations, or acquisition integrations
- Experience in insurance, fintech, SaaS, or other operationally complex industries
Skills
- Data architecture
- Data modeling
- Reporting systems
- Operational workflows
- Financial systems
- Accounting workflows
- Commissions
- Revenue operations
- Business reporting
- BI tools
- Data warehouses
- Analytics platforms
Location
- Austin, TX
Work Type
- Hybrid
Experience Level
- Senior
Salary/Compensations
- Competitive Comp
Benefits
- Major Medical Health Insurance – Robust medical coverage with employer contributions toward premiums.
- Voluntary Benefits – Access to dental, vision, supplemental life, disability, accident, and other optional coverages.
About the Company
- Equal Parts is building the operating system for the modern insurance agency. Through a combination of acquisitions, centralized operations, and proprietary technology, we're creating a platform that scales relationships, not headcount.