HubSync · 17 hours ago
Workpapers Product Owner
United States
Full-time
Remote
Senior Level
5+ years expHubSync is seeking a Product Owner to lead the Workpapers product area, focusing on roadmap, delivery, and customer outcomes. The role involves managing the product backlog, translating customer needs into user stories, and driving integrations with external systems.
AccountingFinancial ServicesSoftware
Responsibilities
Own the product backlog and roadmap for Workpapers within HubSync; define priorities based on customer needs, compliance, and business impact
Translate customer problems and regulatory/standards requirements into clear user stories, acceptance criteria, and prioritized features
Work closely with engineering, QA, design, and data teams to deliver iterative releases; accept stories and ensure quality
Drive integrations between HubSync Workpapers and external systems (document stores, ERPs, tax tools, cloud drives, RMMs), including APIs and data mapping
Define metadata, versioning, retention, and audit/logging requirements for workpapers to meet compliance and eDiscovery needs
Own UX/UX flows for workpaper authoring, review, approvals, signatures, and collaborative commenting
Specify role-based permissions, access controls, encryption-at-rest/in-transit, and secure sharing patterns for sensitive financial documents
Monitor product telemetry and KPIs (usage, time-to-completion, error rates, retention, sync success) and iterate to improve reliability and adoption
Interface with sales, customer success, and compliance/legal to gather feedback, prioritize fixes, and support enterprise contracts/assessments
Run customer pilots, beta programs, and post-release retrospectives; produce customer-facing release notes and internal enablement materials
Qualification
Required
5+ years product ownership or product management experience focused on document/workpaper, audit, or accounting workflows
Strong hands-on experience with workpapers: creation, templates, roll-forwards, evidentiary linking, sign-offs, version control, and retention
Deep understanding of accounting/audit workflows, standards (e.g., working paper practices), and compliance considerations
Technical literacy: experience defining APIs, data models, integrations, and working with engineering teams on design/implementation
Proven experience writing clear user stories, acceptance criteria, and measurable success metrics
Experience with RBAC, secure document sharing patterns, and audit logging requirements
Excellent stakeholder management — ability to balance customer needs, compliance, and engineering constraints
Strong analytical skills and experience using product telemetry/analytics (e.g., Looker, Mixpanel, Snowflake) to drive decisions
Preferred
Prior experience in SaaS products for accounting/audit, practice management, or content collaboration (e.g., CCH, Workiva, Thomson Reuters, Caseware)
Familiarity with integrations to ERPs (NetSuite, QuickBooks), document stores (Google Drive, OneDrive), and background sync systems
Knowledge of data privacy/compliance requirements relevant to financial documents (SOC2, ISO, audit evidence preservation)
Hands-on with modern product delivery tools (Jira, Confluence, Figma) and CI/CD awareness
Experience managing or delivering real-time sync or background job pipelines (message queues, webhooks)
Company
HubSync
HubSync develops a tax integration platform that automates workflows related to tax preparation and consulting.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$101.2MKey Investors
Thoma BravoNashville Capital Network
2025-05-05Private Equity· $100M
2023-05-01Series A
2020-01-15Seed· $1.2M
Leadership Team
Paul Madarasz
COO/CRO
Elizabeth Weissman
Chief Marketing Officer
Recent News
2025-11-22
2025-05-09
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