Product Manager & Client Operations Specialist

This role oversees key operations within the Product Management Division, serving as a primary contact for company-wide initiatives, executive reviews, and system management. Responsibilities include leading projects, training, client and sales support, and process improvements. The position manages assigned products, partner relationships, financials, marketing, and business growth while acting as an internal SME. It also ensures product accuracy within Allied’s systems and collaborates with senior management on budgeting and corporate initiatives.

Job Duties and Responsibilities:

Product Management (40%)

• Take ultimate ownership of assigned product(s). Meet with assigned product providers regularly to remain Allied’s internal subject matter expert (SME) in order to champion products and manage provider relationships for assigned products. 

  • Understand product and market relevance and trends 

  • Ensure compliance regulations/requirements 

  • Identify competitors and understand competitive marketplace to effectively communicate information in order to drive marketing strategies 

  • Oversee, develop, maintain, and monitor lead registration and pipeline tracking and reporting

• Maintain accurate product setup, quoting and fulfillment through Allied’s point-of-sale delivery system (iQQ)

  • Oversee implementation, maintenance, and accuracy of all rates, taxes and program features in iQQ

  • Troubleshoot product technical discrepancies 

  • Submit and test enhancements including testing and certification of new Application Programming Interfaces (APIs)

  • Maintain flex grids to ensure proper rating, verbiage and other product related changes

• Provide product and sales support to Allied team members and clients

  • Perform and/or participate in sales presentations and product demonstrations

  • Coordinate with Allied Legal for research and communication of product compliance to the Allied field and clients

• Manage and monitor monthly product financials, control expenses to adhere to the established budget, understand and explain variances, develop and implement remediation plans, assist with developing the annual budget for assigned products. 

  • Manage partner commission detail and financial resolution

  • Perform at provider commission audits and resolve any issues

Business Operations (35%)

• iQQ business unit representative for all point of sale products, maintaining bi-weekly touchpoints with Product Owners to provide multi-product context on tickets, enhancements, bugs, etc.

• Ensures the thorough development and testing of system enhancement executables as they apply to POS technology systems and products

• Define and launch new products to meet and exceed business objectives

• Systematically assess the effectiveness of business procedures in alignment with organizational goals, proactively identifying and implement operational improvements.

• Serve as the business unit representative for the iQQ Business Continuity plan ensuring high value clients are able to continue quoting and selling in the event of a full outage

• Collaborate with all departments within PM&CS to furnish essential data and information required for the seamless execution of C-Suite and Executive Reviews, emphasizing the operational intricacies.

• Identify opportunities for new PowerBI reports in conjunction with the Data Intelligence and Product Teams. Advise on report development, test report functionality and ensure consistency across all products.

Business Development (15%)

• Independently establish and implement business/marketing plans for both new and existing products to educate our sales team, stimulate sales activity, and support product growth. 

• Create, update, and distribute product information and marketing material to support marketing plans and drive sales and revenue growth 

  • Oversee complex client implementations

  • Manage partner commission detail and financial resolution

Partner Relationship Management (10%)

• Meet with Partners regularly to establish and maintain a good working relationship

  • Establish yourself as Allied product SME

• Ensure Allied receives timely payment from providers

• Work together to ensure product is rated and setup properly as well as troubleshoot technical discrepancies

• Explore new ways to market the product in order to bring on more lenders and increase sales

  • Provide su