Product Manager

Linedata Services is hiring a Product Manager to lead Capitalstream product capabilities across the full lifecycle, from early concept and market research through requirements, design, and collaboration with engineering. Based in Charlotte, NC with a hybrid setup, this role connects customer insights to roadmap planning while working closely with sales, marketing, professional services, and support to drive both revenue and customer satisfaction.

What you will do

• Use prior experience, customer engagement, sales and marketing feedback, and market research to understand customer and market needs, trends, and competitive offerings.
• Turn customer and market insights into clearly defined product opportunities.
• Contribute input to the Capitalstream product roadmap aligned to company strategy, customer value, and commercial objectives.
• Apply structured prioritization to assess opportunities using 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 between business objectives, requirements, functional specifications, and testing results.
• Collaborate with engineering to evaluate solution options, balancing usability, feasibility, effort, maintainability, and consistency.
• Validate requirements, functional specifications, and early builds with stakeholders.
• Build relationships across customer and internal teams, obtaining alignment on objectives, requirements, solutions, and priorities.
• Act as product owner throughout the lifecycle, supporting development and quality assurance teams.
• Partner with professional services, account management, and support to identify implementation and support challenges that inform product plans.
• 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 companies to enable comprehensive product solutions.
• Stay current on market and technical knowledge through professional publications, networks, and associations.

What you bring

• Bachelor's degree (MBA preferred).
• 10+ years in Financial Services, preferably aligned to Commercial Lending, Risk, or Underwriting.
• 10+ years of experience with Business Lending or Consumer Lending solutions.
• 5+ years as an enterprise software Product Manager for a Fintech.
• 5+ years using Agile methodologies and tools such as Jira.
• Deep knowledge of the lending lifecycle, including origination, underwriting, credit assessment and approval, pricing, collateral, documentation, and funding.
• Proven experience managing the full product lifecycle from customer and market needs to product capabilities.
• Familiarity with software release processes, DevOps, and CI/CD to understand delivery dependencies with engineering.
• Comfort working independently in a fast-paced, dynamic environment.
• Proven ability to collaborate, lead, and influence cross-functional teams.
• Strong 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 third-party providers and managing third-party relationships.
• Strategic thinking, solid planning and execution skills.
• Willingness to travel 5-10% of the time.

Technologies

• Agile
• Jira
• DevOps
• CI/CD
• Generative AI
• Agentic AI

Compensation and benefits

• Base salary: $130,000 to $155,000 (maximum) per year.
• Final compensation determined based on experience, track record, and market expertise.
• Performance-based bonus.
• Comprehensive benefits including health insurance, retirement plans, paid time off, and wellness programs.
• Linedata reviews compensation programs regularly to support equity, reward performance, and reflect evolving market conditions.