Senior Product Manager, Documents

It's a new day with a new opportunity at 8am! 

About the role:

We are seeking an exceptional Senior Product Manager, Documents to lead how 8am leverages artificial intelligence & automation to transform how legal and accounting professionals create, edit and manage documents. This is both a strategic and hands-on execution role—ideal for someone who combines a deep understanding of document management and automation pain points and experience building solutions that solve productivity challenges with measurable business impact.

In this role, you will define and deliver a strategy and vision to drive efficiency, automation, and adoption across the document lifecycle. You will focus on making it faster and easier for firms and clients to ingest, organize, create, and complete documents, while integrating seamlessly with external document management tools. By automating the categorization, creation, and generation of documents & templates, you will work to eliminate manual work, reducing the time required for document preparation and increasing the usability of core workflows such as intake forms, document editing, and eSignature.

You will operate as a leader within our empowered team model, working in close collaboration with a UX Designer and Tech Lead in a trio partnership. The right candidate is passionate about identifying opportunities that directly impact customer value and has a track record of delivering AI-powered solutions that improve how people work.

Why You’ll Love This Role

• You’ll be at on a team at center of transformational change in a scaling fintech leader that is investing in an AI-forward culture.
• You’ll work with leadership and cross-functional partners to deliver measurable results.
• You’ll be empowered to innovate and experiment with new tools, processes, and frameworks to drive growth.

About us:

At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.

Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

What you'll do:

Product Strategy & Leadership

• Develop deep understanding of the market & how professional creat and manage documents via customer interviews, prospect research, and quantitative data analysis to identify high-value opportunities that increase 8am’s competitive advantage.
• Lead collaborative discovery with your design and engineering partners to deeply understand document pain points that professionals experience on a daily basis, co-owning problem identification, solution shaping, and outcome delivery.
• Lead the strategy and vision for initiatives, defining business cases and ROI of automating routine processes so that professionals can scale their practice.
• Leverage an understanding of bringing AI-powered solutions to market by partnering with AI infrastructure team to align roadmaps.

Outcome Driven Execution

• Drive continuous problem-solving through data analysis, user feedback, and outcome measurement that directly measure customer value & outcomes created.
• Lead cross-functional alignment around outcomes, ensuring product success is measured, progress is tracked, and corrective action is taken to reach goals.
• Collaborate with Product Operations, Data Intelligence, and Analytics teams to establish proper measurement frameworks and dashboards.
• Champion customer empathy while making strategic trade-offs when business and customer priorities conflict.

Cross-Functional Leadership & Influence

• Effectively influence, negotiate, and articulate strategy with stakeholders at all levels to build organizational alignment around your vision.
• Work with Product Marketing and GTM teams to define commercialization strategies that maximize business outcomes and customer value.
• Partner with Customer Success and GTM to drive adoption and change management, ensuring customers realize measurable efficiency gains and ROI from