Product Manager

Own end-to-end product delivery for Capitalstream capabilities, aligning customer value and commercial outcomes to company strategy.

Responsibilities

• Assess customer and market needs, trends, and competitive offerings using experience, customer engagement, sales and marketing feedback, and market research
• Convert market insights into clearly defined product opportunities
• Contribute to the Capitalstream product roadmap aligned to company strategy, customer value, and commercial objectives
• Prioritize opportunities using structured evaluation across business value, customer impact, risk, dependencies, and delivery effort
• Lead customer interviews, discovery sessions, and cross-functional requirements workshops
• Translate business needs into product requirements, functional specifications, user stories, and testing strategies
• Maintain traceability from business objectives to requirements, functional specifications, and testing results
• Partner with engineering to evaluate solution options, balancing usability, feasibility, effort, maintainability, and consistency
• Validate requirements, functional specifications, and early builds with stakeholders
• Build customer and cross-functional relationships to drive stakeholder alignment on objectives, requirements, solutions, and priorities
• Act as product owner across the product lifecycle, supporting development and quality assurance teams
• Collaborate with professional services, account management, and support to surface implementation and support challenges for product planning
• Provide product training, documentation, release notes, and implementation guidance
• Support sales and marketing with clear capability descriptions and value propositions
• Contribute to product budgeting, forecasting, and investment decisions
• Develop and support alliances with key systems and content providers, integrators, and technology partners to enable comprehensive product solutions
• Keep market and technical knowledge current through professional publications, networks, and professional associations

Requirements

• Bachelor’s degree (MBA preferred)
• 10+ years in Financial Services, preferably in Commercial Lending, Risk, or Underwriting
• 10+ years of experience working with Business Lending or Consumer Lending solutions
• 5+ years of experience as an enterprise software Product Manager for a Fintech
• 5+ years of experience with Agile methodologies and tools such as Jira
• Deep knowledge of the lending lifecycle: origination, underwriting, credit assessment and approval, pricing, collateral, documentation, and funding
• Proven experience managing the full product lifecycle and translating customer and market needs into product capabilities
• Familiarity with software release processes, DevOps, and CI/CD practices to understand delivery dependencies with engineering
• Comfort working in a fast-paced, dynamic environment
• Proven ability to collaborate, lead, and influence cross-functional teams
• Excellent written and verbal communication and presentation skills
• Working knowledge of AI capabilities, including generative and agentic AI, with demonstrated ability to identify and implement relevant lending use cases
• Experience evaluating 3rd party providers and managing 3rd party relationships
• Strategic thinking with strong planning and execution
• Able to work independently with little supervision
• Willing to travel 5–10% of the time

Technologies

• Agile
• Jira
• DevOps
• CI/CD

Compensation & Benefits

• Base salary: $130,000–$155,000 per year
• Final compensation determined based on experience, track record, and market expertise
• Total compensation includes:
  • Base salary
  • Performance-based bonus
  • Comprehensive benefits: health insurance, retirement plans, paid time off, and wellness programs

Location: Charlotte, NC (onsite)