Role Description We are seeking an experienced and strategic Senior Product Manager to join our growing team. In this role, you'll lead product strategy and delivery across Lively's B2B and B2C product surfaces — from the employer dashboard and broker portal to the employee-facing app and AI powered agent experiences. You'll work at the intersection of healthcare benefits, financial technology, and applied AI, shaping products that directly improve the financial wellbeing of working Americans. This is a high-impact, high-autonomy role. You'll own large initiatives end-to-end, drive cross functional alignment, and operate as the primary subject matter expert for your product areas. If you thrive in fast-paced environments, love ambiguity, and have strong opinions about what it means to build truly great product, we want to meet you. Qualifications - 5+ years of product management experience, with a proven track record of launching and managing software products - Domain experience in healthcare benefits, health insurance, fintech, or financial services — you understand HSA/FSA/HRA plans or can ramp quickly - Bachelor's degree in Business, Marketing, Computer Science, or a related field (MBA is a plus) - Strong familiarity with Agile development methodologies and the full product lifecycle - Excellent analytical and problem-solving skills, with the ability to synthesize complex data into clear product decisions - Deep understanding of choice architecture and how product design influences user behavior - Outstanding communication and interpersonal skills — you can align a room of engineers, designers, and executives on a shared direction - Experience with product management tools such as Jira, Aha!, or similar - Familiarity with analytics platforms (Google Analytics, Mixpanel, Amplitude, or similar) and user testing methodologies - Leadership experience, including mentoring or developing junior PMs Requirements - Experience building AI-powered product experiences — you've shipped LLM-based features, intelligent agents, or AI-assisted workflows and understand how to design for AI reliability, safety, and user trust - Comfort operating in a fast-paced, AI-augmented product environment where tools, processes, and possibilities are evolving quickly - Growth mindset and high self-motivation — you don't wait to be told what the next problem is - Genuine innovation instinct — you bring new ideas to the table, not just execution on someone else's roadmap - Experience spanning both B2B (employer/broker-facing) and B2C (employee/consumer facing) products - Understanding of benefits compliance, IRS regulations, or financial data handling is a meaningful plus Benefits - Competitive salaries - Stock options - Medical, dental, vision, life and disability coverage - An HSA with employer contribution - FSA - Paid parental leave - Medical travel benefits - A 401k plan - Flexible vacation policy - Lifestyle spending accounts - Remote-friendly flexibility

• Own the delivery of core banking integrations and foundational digital banking features end-to-end. • Assist with API definitions, data mapping documentation, and integration requirements across multiple concurrent projects. • Work directly with engineering teams to clarify requirements, validate implementation details, and make technical tradeoffs. • Support testing and validation of integrations prior to client launch. • Monitor post-launch issues and trends to proactively identify root causes and drive product improvements. • Continuously build domain expertise in core banking systems, ACH, payments, and digital banking workflows. • Serve as a primary client-facing product contact throughout implementations and post-go-live support. • Join client calls, lead technical discussions, and build trusted relationships with client stakeholders. • Respond quickly to client inquiries and issues while setting clear expectations on timelines and resolution paths. • Communicate complex technical concepts clearly and confidently to non-technical audiences. • Proactively surface client feedback and recurring issues to internal product and engineering teams. • Act as a first line of triage for issues raised by clients, Implementation, and Tech Support related to core integrations and digital banking workflows. • Independently investigate, analyze, and resolve issues before escalating to engineering. • Provide engineers with clear reproduction steps, impact analysis, and full context when escalation is required. • Coordinate closely across Implementation, Tech Support, QA, and Operations to close the loop on all reported issues. • Maintain a well-organized and prioritized JIRA backlog across multiple workstreams. • Write clear user stories, acceptance criteria, and supporting documentation. • Track delivery progress, dependencies, and follow-ups across projects. • Proactively identify risks and communicate updates to stakeholders. • Balance competing priorities across client-facing issues, integration delivery, and backlog management.

• Own the end-to-end product strategy for Bankjoy’s next-generation business banking platform, from vision through execution. • Define and prioritize the product roadmap in close partnership with Engineering, Design, Sales, and Client Success teams. • Translate complex business and technical requirements into clear product specifications and well-defined user stories. • Conduct market research and competitive analysis to stay ahead of industry trends, regulatory changes, and client needs. • Continuously evaluate product performance and adjust priorities to ensure strong delivery and long-term product success. • Lead product discussions related to payment systems including ACH, wire transfers, card networks, and real-time payments. • Ensure compliance with payment regulations and security standards across all product capabilities. • Develop and manage permission and access control frameworks for enterprise platforms. • Work closely with engineering teams to define APIs, data models, and integration patterns. • Ensure compliance and security requirements are embedded into product design from the beginning. • Partner with implementation and engineering teams to resolve complex technical scoping questions and reduce downstream ambiguity. • Provide guidance and mentorship to junior product managers, supporting their development and strengthening team execution. • Serve as a primary product point of contact for clients during product discussions and implementation planning. • Join client calls, lead product conversations, and build trusted relationships with key stakeholders at financial institutions. • Proactively engage clients to gather feedback and validate product direction. • Translate client requirements and feedback into clear product priorities. • Synthesize RFP requirements, client escalations, and sales feedback into actionable roadmap decisions. • Serve as the internal subject matter expert on business banking product capabilities.

• Own the product and feature development lifecycle from inception to launch in the field of machine learning, large language models, and computer vision • Build the analytics and model development roadmap of data and risk solutions by researching and analyzing various sources of information • Discover and translate data into tractable data science questions and engineering specifications to guide strategic decision making • Work closely with data scientists and software engineers as a key member of the product development team • Act as the model owner and subject matter expert when interfacing with Regulators and Customers • Iterate rapidly on everything; all of the above happens in a fast-paced business-driven environment that you must be comfortable with • Work with our customers to understand complex workflows and pain points and find solutions to the problems