The Staff Product Manager for Finance & Premium Audit will lead the transformation of Pie's financial technology infrastructure, positioning us as a fintech-forward insurance company that leverages AI and automation to deliver exceptional experiences for small businesses and agency partners. This role will drive critical initiatives that modernize our financial operations, reduce manual processes, and create intelligent, self-service capabilities that scale with our rapid growth while maintaining the precision required in financial services.
How you'll do itFinance Journey:
Our finance flows are the lifeblood of our business - collecting funds for protection and paying when risk is realized through our network of agency partners. You'll lead the rollout of our new billing and collections journey to enable flexible payment options, while ensuring timely and accurate distribution of collected premiums to agencies and reinsurers. Your focus will be maximizing insured and agent satisfaction through operational efficiency and modern fintech capabilities that support our newest line of business, Commercial Auto, and our flagship product, Workers’ Compensation.
Premium Audit Journey:
Workers' compensation premiums start with estimated payrolls and are adjusted post-audit to reflect actual figures - often resulting in additional payments and requiring coordination between insureds and agents. Your mission will be to simplify and enhance the audit experience for small business owners, minimizing the burden of unexpected costs and administrative tasks. This effort will differentiate Pie’s service from industry norms and increase satisfaction among insureds and agents, while simultaneously preserving value for Pie. You'll have the opportunity to implement AI-powered systems to automate payroll analysis, predict audit outcomes, and streamline the entire process.
Enterprise Business Systems & Automation:
You'll define a novel operating model for product management within third-party business systems, working with system administrators and integration engineers in this non-traditional but critical configuration. You'll establish comprehensive automation frameworks that eliminate manual processes while pioneering scalable approaches to product management in vendor-dependent environments. This includes integrating these domains into Pie's Product Operating Model with appropriate adaptations for third-party platform constraints.
Key Outcomes For First 12 Months- New Billing Platform Success: Ensure successful rollout of the new billing journeys to support key non-premium revenue initiatives and scale billing for both of our lines of business, with clear measurement of adoption, revenue impact, and operational efficiency gains.
- Premium Audit Platform Transformation: Ensure successful rollout of the new premium audit platform and achieve related milestones for premium audit throughput, turnaround time, customer satisfaction, and premium collection, leveraging AI and automation to dramatically improve these metrics.
- Strategic Opportunity Development: Develop a comprehensive view of the largest potential opportunities across your product domain over the next 12 months, identify which opportunities are most important and why, and develop a set of target impacts to be achieved over the next 6-12 months.
- Product Operating Model Integration: Fully integrate your domains into Pie's Product Operating Model, incorporating product management into business systems (sprint ceremonies, backlog grooming, etc.) while making appropriate adaptations for the nuances of a third-party based product platform.
- Strategic Partnership Building: Build high-trust, high-candor relationships with technology peers as well as Director+ level commercial partners invested in your domain, establishing yourself as a strategic thought partner with exceptional communication and influencing skills.
- Automation & AI Implementation: Establish comprehensive automation frameworks that eliminate 50%+ of manual processes while implementing AI capabilities that provide measurable improvements in accuracy, speed, and customer experience.
- Regulatory Excellence Framework: Establish automated compliance monitoring and reporting systems that ensure all financial operations meet regulatory requirements while enabling rapid innovation and feature deployment.
- 10+ years overall professional experience working on complex business and/or technology problems.
- 7+ years Product Management experience working in an agile software development lifecycle (SDLC) environment.
- Deep understanding of financial operations, payment processing, billing systems, and revenue recognition principles, preferably in insurance or other regulated fintech industries.
- Proven track record of managing complex integrations with third-party financial systems, with experience navigating vendor relationships and technical constraints.
- Experience with modern fintech infrastructure including payment processors, billing platforms, fraud detection systems, and financial data analytics.
- Strong grasp of regulatory requirements in financial services, including compliance frameworks, audit requirements, and risk management principles.
- Strong background in AI implementation for business applications, with hands-on experience evaluating, implementing, or managing AI-powered systems in production environments.
- Demonstrated experience with automation technologies including RPA, intelligent document processing, workflow automation, and process optimization in regulated environments.
- Exceptional communication and influence skills, with demonstrated ability to drive alignment across senior leadership, technical teams, and business stakeholders.
- Proven mentorship capabilities and track record of developing other product managers or cross-functional team members.
- Growth mindset with resilience - you seek feedback, own outcomes, and lead through ambiguity with curiosity and accountability while establishing frameworks others can follow.
The use of AI in Application Review: To support a fair, efficient, and consistent hiring process, we use AI-powered tools to assist in the initial screening of applications. These tools help us identify qualifications and prior work experiences that align with the requirements of the role. All AI-reviewed applications are still subject to human oversight and decision-making at multiple stages of the process. By submitting your application, you acknowledge and consent to Pie utilizing these AI technologies to assist in our evaluation process.
- Competitive cash compensation
- A piece of the pie (in the form of equity)
- Comprehensive health plans
- Generous PTO
- Future focused 401k match
- Generous parental and caregiver leave
- Our core values are more than just a poster on the wall; they’re tangibly reflected in our work
Our goal is to make all aspects of working with us as easy as pie. That includes our offer process. When we’ve identified a talented individual who we’d like to be a Pie-oneer , we work hard to present an equitable and fair offer. We look at the candidate’s knowledge, skills, and experience, along with their compensation expectations and align that with our company equity processes to determine our offer ranges.
Each year Pie reviews company performance and may grant discretionary bonuses to eligible team members.
Location InformationUnless otherwise specified, this role is remote. Remote team members must live and work in the United States (territories excluded) and have access to reliable, high-speed internet.
Additional InformationPie Insurance is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.
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Safety First: Pie Insurance is committed to your security during the recruitment process. We will never ask you for credit card information or ask you to purchase any equipment during our interview or onboarding process.
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