Senior Product Manager – Document Intelligence Platform

Employment Type: Contract
Contract Duration: 4 months
Experience Level: Senior
Required Experience: 5–7 years
Education: Bachelor's degree or equivalent professional experience
Job Function: Product Management
Industry: Financial Technology, Tax and Financial Services
Number of Openings: 1

Position Overview

At North Star Talent Group, we connect exceptional talent with exceptional organizations. One of our valued clients is currently seeking a highly qualified Senior Product Manager – Document Intelligence Platform to join their growing team.

This confidential contract opportunity is ideal for an experienced product leader who is passionate about simplifying data-intensive workflows and developing intelligent document-processing solutions.

The Senior Product Manager will lead the strategy, execution, and delivery of document-processing capabilities supporting both business-to-business and consumer-facing tax products. This position will oversee the complete product lifecycle, from defining the product vision and roadmap through launch, measurement, and continued optimization.

The selected candidate will partner closely with engineering, product design, artificial intelligence, data, compliance, legal, and business teams to develop secure and scalable solutions that improve how complex tax and financial documents are imported, interpreted, and transformed into actionable information.

Key Responsibilities

• Establish and communicate a clear product vision, strategy, roadmap, and measurable outcomes for the Document Intelligence Platform.
• Lead the strategy and delivery of document-import, data-ingestion, optical character recognition, artificial intelligence, and financial-data exchange capabilities.
• Manage the complete product lifecycle, from customer research and opportunity identification through development, launch, measurement, and optimization.
• Champion a customer- and partner-focused approach to building intuitive, intelligent, secure, and compliant document-processing solutions.
• Develop solutions that support both consumer tax experiences and professional tax-preparation workflows.
• Identify opportunities to reduce manual data entry, improve document accuracy, increase automation, and simplify data-heavy processes.
• Lead product ideation, experimentation, validation, and delivery of next-generation document workflows.
• Own and continuously refine the platform roadmap while balancing innovation, reliability, scalability, compliance, and business priorities.
• Use customer feedback, market research, product analytics, and performance data to guide product decisions.
• Monitor developments in artificial intelligence, machine learning, optical character recognition, document classification, and data-exchange standards.
• Collaborate with engineering, UX/UI design, AI/ML, data, compliance, and other product teams to deliver high-performing end-to-end solutions.
• Partner with legal, data privacy, security, and regulatory teams to ensure compliance with applicable standards and responsible artificial intelligence practices.
• Translate customer needs and business objectives into clear product requirements, user stories, priorities, and measurable outcomes.
• Communicate product priorities, decisions, progress, risks, and business impact to executives and key stakeholders.
• Guide cross-functional teams through product discovery, development, testing, launch, and post-launch optimization.
• Serve as a subject-matter leader in intelligent document processing and help shape how tax data is captured, understood, and used across B2B and B2C products.
• Perform additional duties as assigned.

Required Qualifications

• Bachelor's degree or equivalent professional experience.
• Five to seven years of product management experience within software, financial technology, tax, financial services, or a related industry.
• Demonstrated experience managing digital products through the full product lifecycle.
• Experience developing or managing document-processing, data-ingestion, financial-data, or automation solutions.
• Strong understanding of customer research, product strategy, roadmap development, and data-informed decision-making.
• Experience working with technical, business, legal, regulatory, and compliance teams.
• Experience partnering with engineers and designers within an agile product-development environment.
• Strong analytical, organizational, problem-solving, and prioritization skills.
• Excellent written and verbal communication skills.
• Demonstrated ability to influence stakeholders and communicate effectively across all levels of an organization.
• Ability to manage multiple priorities and deliver results in a fast-paced environment.
• Strong attention to detail, accuracy, and execution.

Preferred Qualifications

• Experience with intelligent document processing, document classification, data extraction, or automated document ingestion.
• Experience with optical character recognition technologies and document-management platforms.
• Familiarity with artificial intelligence and machine-learning capabilities used within document workflows.
• Experience supporting tax-preparation, financial-services, payment, or fintech products.
• Experience developing both business-to-business and consumer-facing products.
• Knowledge of financial-data exchange methods, including OFX integrations.
• Experience with agile methodologies and design-thinking practices.
• Familiarity with data privacy, regulatory compliance, information security, and responsible artificial intelligence practices.
• Experience using experimentation, product analytics, and customer insights to validate product decisions.

Knowledge, Skills and Abilities

• Strong product strategy and roadmap-development capabilities.
• Deep customer empathy and a customer-focused approach to product development.
• Ability to translate complex technical concepts into clear product requirements and business outcomes.
• Strong analytical thinking and data-driven decision-making skills.
• Ability to balance innovation with platform reliability, security, scalability, and compliance.
• Strong cross-functional leadership and stakeholder-management skills.
• Ability to influence teams without direct authority.
• Excellent presentation, facilitation, and written communication skills.
• Resourceful, adaptable, collaborative, and comfortable working through ambiguity.
• Passion for innovation within tax, financial services, artificial intelligence, and document processing.

Additional Information

This is a four-month contract position.

The hiring organization is being kept confidential during the initial recruitment process. Qualified candidates will receive additional information as they advance through the selection process.

North Star Talent Group is committed to connecting qualified professionals with opportunities where they can contribute, grow, and make a meaningful impact.