Sr Product Manager, Data & Finance

Competitive Comp • Early Stage EquityAustin, TX • Hybrid • Early Product-Team Hire

Equal Parts is building the operating system for the modern insurance agency. Through a combination of acquisitions, centralized operations, and proprietary technology, we're creating a platform that scales relationships, not headcount.

We're looking for a Senior Product Manager to own our Data & Finance workstreams. This person will work closely with Product, Engineering, Finance, and Operations to build the systems that power reporting, financial operations, acquisition integrations, and executive decision-making. Success in this role starts with building strong platform foundations that enable scalable reporting, operational workflows, and agentic workflows / automation.

What You'll Do

• Own roadmap, requirements, and delivery for data foundation and finance-related initiatives
• Define the systems, workflows, and data architecture required to support reporting, accounting, commissions, carrier data, and operational processes
• Translate finance and operational workflows into scalable software solutions
• Participate in acquisition integration workstreams, including data migrations, reporting standardization, and operational tooling
• Own our clean data and financial process engine
• Make the platform agent-ready: instrument every step so automation can safely act on data it can trust.

Requirements

• 8+ years of product, operations, consulting, finance systems, or related experience
• Experience working directly with founders, executives, or business leaders
• Strong understanding of data architecture, data modeling, reporting systems, and operational workflows
• Experience with financial systems, accounting workflows, commissions, revenue operations, and business reporting
• Experience with BI tools, data warehouses, and analytics platforms
• Experience leading data migrations, system implementations, or acquisition integrations
• Experience in insurance, fintech, SaaS, or other operationally complex industries
• Experience designing for AI and agentic automation
• Genuine appetite for ambiguity — this is an early-stage role where you'll define the layer as you build it.

Benefits

For eligible employees - Equal Parts offers a comprehensive benefits package designed to support your health, well-being, and financial stability.

• Major Medical Health Insurance – Robust medical coverage with employer contributions toward premiums.

• Voluntary Benefits – Access to dental, vision, supplemental life, disability, accident, and other optional coverages.