Wolters Kluwer · 1 week ago
Lead Technology Product Manager | Financial Statements| AI
Coppell, TX
Full-time
Onsite
Senior Level, Lead/Staff
$106K/yr - $185K/yr
7+ years expWolters Kluwer is seeking a Lead Technology Product Manager to drive the development and implementation of innovative financial statement tools with a focus on API and AI technologies. The role involves collaborating with cross-functional teams to translate product vision into software solutions that enhance user experience and meet the needs of the accounting industry.
BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware
Responsibilities
Develops a deep understanding of the product vision, target customer segments, revenue and profitability drivers and long-term priorities, viewing revenue and profitability impact as critical measure of success
Align product direction with senior leadership and stakeholders, clearly communicating trade-offs, priorities, and investment rationale
Lead cross-functional collaboration with internal teams (engineering, UX, marketing, sales, implementation, training, and support) to gather insights, align priorities, and ensure successful product development and launch execution
Acts as the voice of the customer, engaging with user experience and development teams to validate and refine solutions throughout the development lifecycle
Facilitates customer interactions, in partnership with user experience team, to understand their unmet needs and test concepts and solutions throughout the development process
Translates business requirements into user stories and acceptance criteria, ensuring clear communication with the development team
Lead Agile development execution, including backlog prioritization, sprint planning, and review of completed work to ensure alignment with business goals
Leads quarterly Agile planning processes and continuously deepens subject matter expertise to drive product improvements. Develops and maintains detailed product roadmaps, prioritizing features across multiple quarters
Works with project managers and other technical product managers to manage dependencies, monitor progress, and adjust plans as needed
Manage dependencies and risks across teams, ensuring continuous improvement and cross-functional alignment
Monitor product performance, track KPIs, and adjust strategies to maximize business value and customer impact
Facilitate customer interactions to understand pain points, conduct concept testing, and ensure solutions address real user needs
Validates completed work against acceptance criteria, ensuring solutions are market-ready and deliver customer impact, iterating as needed
Qualification
Required
Bachelor's degree from an accredited university, or equivalent experience
7+ years of progressive product management experience, with at least 3+ years in a lead, senior, or principal product management role in B2B SaaS environments
Proven track record of successfully delivering AI-driven solutions to market
Deep experience with Agile Scrum methodologies, including backlog ownership, quarterly planning, and cross-functional leadership
Proven product management and commercialization success
Preferred
Experience in Tax & Accounting solutions or CPA firm environments
Benefits
Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave
Company
Wolters Kluwer
Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.
10001+ employees
H1B Sponsorship
Wolters Kluwer has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (94)
2024 (22)
2023 (23)
2022 (10)
2021 (3)
Funding
Current Stage
Public CompanyTotal Funding
$1.78B2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M
Leadership Team
Jason Marx
CEO, Wolters Kluwer Tax & Accounting
Nancy McKinstry
CEO
Recent News
thefly.com
2026-01-12
2026-01-11
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