Empyrean Solutions LLC

Role Description We're looking for a hands-on Product Manager to drive both new product development and optimization of existing products within our financial services software portfolio. You'll work directly with CFOs and finance teams at banks and credit unions to understand their challenges, define product strategy, and deliver solutions that solve real problems in complex financial environments. This role requires someone who thrives on customer engagement, can navigate ambiguity in new product development, and has the technical depth to partner effectively with engineering teams on enterprise software solutions. This role reports to the Director of Product Management and works within a product organization transitioning to verticalized product directors overseeing specific domains. You'll have significant autonomy to define strategy for your product area while collaborating with a small, growing product team. What You'll Do - Customer Discovery & Strategy - Conduct hands-on customer research with CFOs, analysts, and finance/treasury teams at financial institutions to uncover jobs-to-be-done and underlying needs. - Translate customer insights into product strategy and roadmap priorities that drive measurable business impact. - Build deep understanding of financial workflows, regulatory requirements, and decision-making processes in banking. - Product Development & Delivery - Own end-to-end product lifecycle for your product area, from discovery through launch and optimization. - Define detailed requirements for complex financial calculations, integrations, and enterprise workflows. - Partner closely with engineering on technical architecture decisions and trade-off discussions. - Drive product delivery with clear prioritization, managing competing demands and resource constraints. - Cross-Functional Leadership - Influence without authority across engineering, sales, customer success, and executive stakeholders. - Communicate product vision, strategy, and trade-offs clearly to different audiences (technical teams, executives, customers). - Collaborate with product marketing and sales on go-to-market strategy and demand generation. - Work within a growing product organization as we scale a large, highly integrated solution suite. - Continuous Improvement - Use data and customer feedback to iterate on existing products and drive adoption. - Identify opportunities to reduce complexity and improve user experience for user base. - Balance new feature development with technical debt and product quality. Qualifications - 5-7+ years of product management experience in B2B SaaS or enterprise software. - Proven track record of shipping complex products that customers actually use and value. - Direct, hands-on customer discovery experience - you personally conduct research, not just review findings from others. - Strong technical aptitude - comfortable discussing system architecture, data models, APIs, and integration patterns with engineering teams. - Experience working with enterprise buyers and navigating complex stakeholder environments. - Demonstrated ability to define product strategy and make sound prioritization decisions under constraints. Preferred (not required) Background - A grasp of financial accounting concepts (balance sheets, income statements, cashflows, yields, etc…). - Familiarity with Jobs-to-be-Done framework and other structured discovery methodologies. - Track record with both 0→1 product builds and optimization of existing products. Critical Capabilities - Customer-centric mindset: You're energized by talking to customers and digging into their workflows to find the real problems. - Problem decomposition: You naturally dig past surface-level requests to understand the underlying problem and then structure solutions into manageable pieces that can be sequenced and delivered incrementally. - Hands-on executor: You do the work yourself - discovery, requirements definition, prioritization - not just delegate. - Clear communicator: You can explain complex topics to different audiences without losing the thread. - Comfortable with ambiguity: You can drive forward in new product development without perfect information. - Strategic thinker: You articulate trade-offs, defend decisions with logic, and connect tactical work to business outcomes. - Learning mindset: You can discuss specific failures, what you learned, and how you've applied those lessons. - Collaborative influencer: You build trust and drive alignment across functions without formal authority. Not a Fit If You: - Prefer to delegate customer research to specialists rather than doing it yourself. - Focus primarily on strategy and vision without hands-on execution. - Need extensive structure and guidance to operate effectively. - Struggle to communicate complex topics clearly and concisely. - Are not authorized to work in The United States without the need for visa sponsorship now or in the future. Visa sponsorship is not available for this role.

Role Description This is a cross-product position supporting the Empyrean solution suite, working with Product Managers and Engineers within each solution team. This role will report to the Chief Product Officer. This role must own the design system and drive consistent UX across a data-dense financial platform scaling from community banks to tier-1 institutions. Responsibilities - User Research: Conduct qualitative and quantitative research to understand user needs and pain points. - Design Creation: Develop wireframes, user flows, prototypes, and high-fidelity user interfaces for web applications. - Collaboration: Work closely with product managers, engineers, and other stakeholders to align design with technical feasibility and business objectives. - Usability Testing: Perform user testing and collect feedback to evaluate and refine designs, ensuring intuitiveness and effectiveness. - Iteration and Refinement: Continuously improve designs based on user feedback, data analysis, and changing market needs. - Design System Leadership: Own the development and maintenance of design guidelines and reusable components, ensuring consistency across product portfolio. - Post-Launch Analysis: Monitor product performance after launch, analyze key metrics, and identify areas for future improvement. Qualifications - A minimum of 5 years proven experience as a UI/UX Designer, with B2B SaaS web applications. - Strong portfolio showcasing problem-solving skills and user-centric design. - Extensive expertise with design (ideally Figma) and prototyping tools. - Deep understanding of user-centered design principles, interaction design, and information architecture. - Excellent communication and presentation skills to articulate design rationale. - Familiarity with Agile/Scrum methodologies. - Experience with data-heavy interfaces and complex visualizations. - Experience designing for performance (ex. lazy loading, virtualization, progressive disclosure, etc.). - Experience creating and documenting design patterns that scale across products. - Must be currently authorized to work in The United States without the need for visa sponsorship now or in the future. Visa sponsorship is not available for this role.

Role Description The Professional Services team is comprised of financial modelers, data analysts, and product experts who help clients realize the full value of Empyrean’s software. Through consulting, implementation services, and training, the team partners closely with financial institutions to support successful adoption and long‑term use of Empyrean’s solutions. - Develop financial models to help clients assess risk exposures and profitability. - Implement company’s suite of software products for: - Asset liability management - Liquidity stress testing - Deposit modeling - Capital stress testing - Funds transfer pricing - Train clients in functional and technical matters related to the company’s products. - Prepare and present risk measurement reports and analysis to clients. - Follow all applicable policies and controls and ensure sensitive customer data is transmitted using approved channels. - Maintain the integrity of sensitive customer data in line with policies and controls. - Analyze and transform customer data into a format compatible with the company’s suite of products. - Prepare historical financial data via relevant software and tools. - Build out the client’s modeling assumptions in the asset liability management software. - Set up forecasted interest rates, company balance sheet and income statements, and prepay and decay assumptions. - Run the asset liability management model and present the economic value of equity and net interest income simulation results to the client. - Understand the factors which will positively or negatively affect a bank’s liquidity availability. - Obtain and analyze a bank’s liquidity funding plan. - Obtain and prepare historical deposit data and include historical market rate calculations with loaded client data. - Create calibration to determine the sensitivity of deposit rates to changes in market rates. - Set up funds transfer pricing capabilities in a client’s existing asset liability management model. Qualifications - Master’s degree in finance or a related field (foreign equivalent acceptable). - One year of experience in the role offered or a role related to financial analysis. - Experience using company financial data to assess risk. Requirements - Minimum requirements: Master’s degree in finance or a related field (foreign equivalent acceptable) and one year of experience in the role offered or a role related to financial analysis. - Must have experience using company financial data to assess risk.

ROLE SUMMARY This is a hands-on technical role focused on building scalable GTM systems that support demand generation, pipeline visibility, and revenue growth in a complex enterprise sales environment. You will own the architecture, administration, and optimization of Empyrean's marketing technology infrastructure — including HubSpot, website conversion infrastructure, and marketing data integrations across the full go-to-market stack. You'll work directly with the CGO and have a defined 90-day transition plan that sets you up for success. Campaign briefs come from the Segment & Brand lead and you translate those briefs into live, instrumented, measurable programs. If you're energized by a build environment, fintech subject matter, and the opportunity to shape how a growing SaaS company goes to market with real data behind every decision. CORE RESPONSIBILTIES 1. Marketing & Demand Generation Systems - Own administration and architecture of HubSpot including workflows, lifecycle stages, lead scoring, campaign automation, smart content, and CRM sync with Salesforce. - Design and maintain lead capture, enrichment, and lifecycle management processes across the full MAL → MQL → SAL → SQL funnel. - Implement and maintain campaign tracking infrastructure including UTM standards, attribution models, and funnel instrumentation. - Build and optimize HubSpot nurture sequences by segment (Community, Regional, Enterprise), persona (CFO, Treasurer/CRO, CAO/Controller), and buyer stage. - Maintain the dual-layer pipeline visibility model: Managed Pipeline (Salesforce, stage-weighted) and Pre-Pipeline (HubSpot-sourced MQLs, zero-weight passthrough). - Operate the 90-day rolling campaign calendar; ensure real-time visibility into active, upcoming, and completed programs. - Manage website lead capture infrastructure including forms, tracking scripts, and marketing integrations. - Implement and maintain event tracking, conversion measurement, and marketing analytics across all site pages. - Partner with Segment & Brand) and the website development firm to optimize conversion flows, smart content rules by segment, and lead routing logic. - Own, configure, and optimize Empyrean's growing martech stack: - Build and maintain integrations across the stack using APIs or integration platforms ensuring reliable, scalable data flows across marketing, sales, and revenue operations. - Ensure reliable and clean data flows across all GTM systems; own the integration architecture between marketing automation and CRM. - Partner with RevOps as the HubSpot counterpart to Salesforce ownership being joint stewards of pipeline data integrity and lead lifecycle. - Maintain clean, structured marketing data within HubSpot for consumption by Salesforce by enforce naming conventions, object hygiene, and lifecycle stage discipline. - Establish and maintain best practices for marketing data governance and system scalability as Empyrean's GTM motion scales. - Own the marketing analytics function: weekly flash reporting, monthly MQL performance by segment, and quarterly marketing-attributed revenue reporting to Senior Management. - Build and maintain the Pipeline Coverage Dashboard — board-ready, tracking 3.0x gross coverage ratio against quarterly bookings targets, updated weekly. - Own attribution modeling in HubSpot: UTM discipline, multi-touch source tracking, and MQL-to-revenue tracing across inbound, outbound, and event channels. - Drive the quarterly marketing analytics narrative including what's performing, where pipeline is lagging, SEO/content trajectory. - Partner with RevOps leadership to design and improve lead lifecycle management and marketing-to-sales handoffs including the 48-hour SQL acceptance SLA. - Identify automation opportunities to improve operational efficiency across GTM teams with less manual work, more signal. - Establish best practices for marketing data governance and system scalability that will hold at 2x and 3x current pipeline volume. - Document all processes, playbooks, and model assumptions. The DG Playbook is a living document you own and keep current. - Support revenue leadership with insights into pipeline conversion rates, funnel bottlenecks, and demand generation performance by segment and product line. 2. Website & Conversion Infrastructure - Manage website lead capture infrastructure including forms, tracking scripts, and marketing integrations. - Implement and maintain event tracking, conversion measurement, and marketing analytics across all site pages. - Partner with Segment & Brand) and the website development firm to optimize conversion flows, smart content rules by segment, and lead routing logic. 3. GTM Technology Stack - Own, configure, and optimize Empyrean's growing martech stack: - Build and maintain integrations across the stack using APIs or integration platforms ensuring reliable, scalable data flows across marketing, sales, and revenue operations. - Ensure reliable and clean data flows across all GTM systems; own the integration architecture between marketing automation and CRM. - Partner with RevOps as the HubSpot counterpart to Salesforce ownership being joint stewards of pipeline data integrity and lead lifecycle. 4. Data Quality, Governance & Analytics - Maintain clean, structured marketing data within HubSpot for consumption by Salesforce by enforce naming conventions, object hygiene, and lifecycle stage discipline. - Establish and maintain best practices for marketing data governance and system scalability as Empyrean's GTM motion scales. - Own the marketing analytics function: weekly flash reporting, monthly MQL performance by segment, and quarterly marketing-attributed revenue reporting to Senior Management. - Build and maintain the Pipeline Coverage Dashboard — board-ready, tracking 3.0x gross coverage ratio against quarterly bookings targets, updated weekly. - Own attribution modeling in HubSpot: UTM discipline, multi-touch source tracking, and MQL-to-revenue tracing across inbound, outbound, and event channels. - Drive the quarterly marketing analytics narrative including what's performing, where pipeline is lagging, SEO/content trajectory. 5. Process Optimization & Lead Lifecycle Management - Partner with RevOps leadership to design and improve lead lifecycle management and marketing-to-sales handoffs including the 48-hour SQL acceptance SLA. - Identify automation opportunities to improve operational efficiency across GTM teams with less manual work, more signal. - Establish best practices for marketing data governance and system scalability that will hold at 2x and 3x current pipeline volume. - Document all processes, playbooks, and model assumptions. The DG Playbook is a living document you own and keep current. - Support revenue leadership with insights into pipeline conversion rates, funnel bottlenecks, and demand generation performance by segment and product line. 5. Process Optimization & Lead Lifecycle Management - Partner with RevOps leadership to design and improve lead lifecycle management and marketing-to-sales handoffs including the 48-hour SQL acceptance SLA. - Identify automation opportunities to improve operational efficiency across GTM teams with less manual work, more signal. - Establish best practices for marketing data governance and system scalability that will hold at 2x and 3x current pipeline volume. - Document all processes, playbooks, and model assumptions. The DG Playbook is a living document you own and keep current. - Support revenue leadership with insights into pipeline conversion rates, funnel bottlenecks, and demand generation performance by segment and product line. REQUIRED QUALIFICATIONS - 5+ years of experience in a Sales Development Role, Marketing Operations, Revenue Operations, or GTM Systems roles with demonstrated knowledge of tech stack and active demand gen programs. - Strong hands-on experience administering HubSpot (Marketing Hub and CRM). HubSpot certification strongly preferred. - Experience integrating marketing automation platforms with CRM systems (Salesforce required); must be comfortable with lead, contact, and opportunity objects, workflows, and pipeline reporting. - Strong understanding of B2B demand generation funnels and lead lifecycle management (MAL → MQL → SAL → SQL). - Experience implementing marketing automation workflows, attribution frameworks, and system integrations. - Ability to manage agency and vendor relationships and hold external partners accountable to deliverables and SLAs. - Organized, self-directed, and comfortable with ambiguity in a high-growth environment where the playbook is being built in real time. PREFERRED QUALIFICATIONS - Experience in B2B SaaS, fintech, or enterprise sales organizations — familiarity with ALM, CECL, financial planning, or liquidity risk is a meaningful differentiator. - Familiarity with account-based marketing (ABM) programs targeting financial institutions (banks, credit unions). - Experience with Clay.ai, RB2B, Gong, Semrush, FI Navigator, or Qualified AI. - Familiarity with integration platforms such as Zapier or Workato for building cross-system data flows. - Prior experience inheriting and transitioning a GTM tech stack from a contractor or agency — you know what a clean handoff requires. - Exposure to analytics environments or data warehouses that feed marketing reporting. - Experience with the 6–12 month enterprise B2B sales cycle — understanding how long-cycle pipeline visibility differs from transactional SaaS metrics.

The Company Empyrean Solutions specializes in Financial Risk and Performance Management solutions for financial institutions. Empyrean offers a comprehensive suite of software products to power balance sheet simulations for asset-liability management, financial planning and analysis, capital stress testing, and funds transfer pricing. We deliver a complete solution that offers comfort to regulators and empowers institutions to manage risk and build stable long-term earnings. The Team The financial modelers, data analysts and product experts of the Professional Services team help financial institutions harness the full potential of Empyrean’s software solutions through consulting, implementation services and training. Responsibilities - Support implementation and on-going use of Empyrean Solutions’ suite of software products for planning (forecast, strategic plan, and annual budget), organizational and customer profitability, and risk management at medium-sized and large financial institutions. - Support import and reconciliation of client instrument, general ledger, and payroll data. - Modify and create custom reports and dashboards - Train clients on functional and technical matters related to Empyrean’s products Act as a liaison between the product management team and the user community Follow all applicable policies and controls - Ensure customer data and sensitive data is transmitted using approved channels Maintain the integrity of the sensitive customer data in line with policies and controls - Support clients located on the US West Coast and Hawaii Position Requirements - Bachelor’s degree in finance or related discipline must be conferred no later than May 2026. - Interest or experience in banking, financial risk management or financial technology Strong client relationship management skills - Solid understanding of the banking industry - Solid understanding of accounting and financial statements Advanced knowledge of Excel - Experience working with large datasets - Strong attention to detail and good planning and organization skills - Ability and willingness to work hours that align with Pacific and/or Hawaii-Aleutian time zones as needed to support client needs. - Must be currently authorized to work in the United States on an ongoing basis without the need for visa sponsorship now or in the future. Visa sponsorship is not available for this role. Preferred skills - Knowledge of SQL or similar data querying tools - Knowledge of basic cost allocation processes - Experience with BI solutions such as PowerBI or Tableau - Demonstrated experience supporting/implementing software solutions at a Financial Institution

The Company Empyrean Solutions specializes in financial risk and performance management solutions for banks and credit unions. Empyrean offers a comprehensive suite of software products supporting asset-liability management, budgeting and financial planning, capital stress testing, profitability, and funds transfer pricing. Our solutions empower financial institutions to manage risk, improve decision‑making, and build stable long‑term earnings. The Team The Professional Services team is comprised of financial modelers, data analysts, and product experts who help clients realize the full value of Empyrean’s software. Through consulting, implementation services, and training, the team partners closely with financial institutions to support successful adoption and long‑term use of Empyrean’s solutions. Responsibilities - Implement Empyrean’s budgeting and planning solutions for financial institutions of varying size and complexity - Train clients on both functional and technical aspects of Empyrean’s products - Advise clients on best practices related to: - Net interest margin forecasting - Non‑interest income and expense modeling - Capital expenditure and payroll planning - Serve as a liaison between Empyrean’s product management team and the user community, providing feedback and insights - Follow all applicable company policies, procedures, and internal controls - Ensure customer and sensitive data is transmitted only through approved channels - Maintain the integrity and confidentiality of sensitive customer data in accordance with company policies and controls Position Requirements - Bachelor’s degree in finance, accounting, or a related discipline - Experience in banking, budgeting, or financial planning and analysis (FP&A) - Strong understanding of: - Bank balance sheets - Loan payment calculations - Accounting principles and financial statements - Advanced Excel skills - Experience working with large datasets - Strong attention to detail, with solid planning and organizational skills - Must be currently authorized to work in The United States without the need for visa sponsorship now or in the future. Visa sponsorship is not available for this role. Preferred Qualifications - Experience with bank FP&A or asset‑liability management (ALM) software - Graduate degree in accounting or finance - Knowledge of Funds Transfer Pricing (FTP) - Experience with business intelligence or reporting tools (e.g., Tableau, Power BI) - Understanding of fixed‑income mathematics

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description - Implement Empyrean Solutions’ suite of software products for asset-liability management, liquidity stress testing, deposit modeling, capital stress testing, and funds transfer pricing at financial institutions. - Train clients on functional and technical matters related to Empyrean’s products. - Develop financial models to help clients assess risk exposures and profitability. - Prepare and present risk measurement reports and analyses to clients. - Act as a liaison between the product management team and the user community. - Follow all applicable policies and controls. - Ensure customer data and sensitive data is transmitted using approved channels. - Maintain the integrity of the sensitive customer data in line with policies and controls. Qualifications - Degree in finance or related discipline. - Interest or experience in banking, financial risk management or financial technology. - Solid understanding of the banking industry. - Solid understanding of fixed income math. - Solid understanding of accounting and financial statements. - Advanced knowledge of Excel. - Experience working with large datasets. - Strong attention to detail and good planning and organization skills. - Must be currently authorized to work in the United States on an ongoing basis without the need for visa sponsorship now or in the future. Visa sponsorship is not available for this role. Requirements - Progress towards a CFA, FRM or PRM certification. - Knowledge of SQL or Python.