Basic Function

The primary responsibility of this role is to lead the development and implementation of innovative financial statement tools with a strong emphasis on an API and AI-first approach, lean processes, and rapid go-to-market execution. This role requires a visionary product manager who can drive the integration of advanced technologies to enhance the accuracy, efficiency, and user experience of financial statement solutions. The ideal candidate will have experience AI-powered solutions, bringing new products to market and leveraging APIs to create cutting-edge tools that meet the evolving needs of the accounting industry.

The Lead Technical Product Manager for Wolters Kluwer’s Financial Statements is responsible for translating vision and strategy for their product portfolio into software solutions in partnership with regional product line managers, other technical product managers, the user experience team, and the development team. They act as the bridge between internal and external stakeholders, Customers, sales, marketing implementation, training, support and development teams, ensuring concepts are tested, solutions meet user needs, and execution drives measurable business value.

Essential Duties and Responsibilities

• Develops a deep understanding of the product vision, target customer segments, revenue and profitability drivers and long-term priorities, viewing revenue and profitability impact as critical measure of success
• Align product direction with senior leadership and stakeholders, clearly communicating trade-offs, priorities, and investment rationale.
• Lead cross-functional collaboration with internal teams (engineering, UX, marketing, sales, implementation, training, and support) to gather insights, align priorities, and ensure successful product development and launch execution.
• Acts as the voice of the customer, engaging with user experience and development teams to validate and refine solutions throughout the development lifecycle.
• Facilitates customer interactions, in partnership with user experience team, to understand their unmet needs and test concepts and solutions throughout the development process
• Translates business requirements into user stories and acceptance criteria, ensuring clear communication with the development team.
• Lead Agile development execution, including backlog prioritization, sprint planning, and review of completed work to ensure alignment with business goals.
• Leads quarterly Agile planning processes and continuously deepens subject matter expertise to drive product improvements. Develops and maintains detailed product roadmaps, prioritizing features across multiple quarters.
• Works with project managers and other technical product managers to manage dependencies, monitor progress, and adjust plans as needed.
• Manage dependencies and risks across teams, ensuring continuous improvement and cross-functional alignment.
• Monitor product performance, track KPIs, and adjust strategies to maximize business value and customer impact.
• Facilitate customer interactions to understand pain points, conduct concept testing, and ensure solutions address real user needs.
• Validates completed work against acceptance criteria, ensuring solutions are market-ready and deliver customer impact, iterating as needed

Job Qualifications

Education:

• Bachelor’s degree from an accredited university, or equivalent experience

Experience:

• 7+ years of progressive product management experience, with at least 3+ years in a lead, senior, or principal product management role in B2B SaaS environments
• Proven track record of successfully delivering AI-driven solutions to market (required)
• Deep experience with Agile Scrum methodologies, including backlog ownership, quarterly planning, and cross-functional leadership
• Experience in Tax & Accounting solutions or CPA firm environments is a plus, but proven product management and commercialization success is required​

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

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