• Calculate additional compensation and incentives for the Independent Agent channel. • Prepare statements, reports, and complex payment uploads for each calculation cycle. • Analyze financial data and interpret results related to incentive performance. • Provide insights and feedback to management on outcomes and business impact. • Ensure accuracy, documentation, and data integrity supporting all calculations. • Prepare and analyze financial statements, reports, and accounting records. • Research and resolve accounting issues, providing recommendations when needed. • Perform reconciliations of bank and general ledger accounts and document adjustments. • Support regulatory reporting and filings as required. • Assist with testing and validation of accounting impacts from system changes. • Contribute to ad hoc projects and ongoing process improvements.

Role Description We’re looking for a Product Manager to lead the evolution of how businesses automate Accounts Payable and turn financial data into actionable insights. In this role, you won’t just ship features—you’ll define and drive the “Data to Insight” journey for our customers. You’ll sit at the center of Product, Engineering, Sales, and Customer Success, shaping a product that integrates deeply within the ERP ecosystem. We’re especially excited about candidates who bring an AI-native mindset and are eager to apply emerging technologies like LLMs and automation to modernize finance workflows. This is a high-impact, highly visible Individual Contributor role. You’ll own outcomes end-to-end, operate close to the details, and influence teams across the organization to deliver meaningful results. In This Role, You Will: - Act as the primary owner of the product lifecycle. You set the direction, write the PRDs, define the acceptance criteria, and groom the backlog with precision. - Personally conduct user interviews and shadow finance teams. You are on the front lines, deeply understanding the daily pain points of AP clerks, Controllers, and CFOs. - Lead cross-functional pods (Engineering, Design, PMM) by context and conviction. You align disparate teams around a unified sprint goal and ensure high-quality shipping. - Dive directly into product analytics and usage data. You don't wait for a report; you find the answers yourself to inform your next iteration. - Partner closely with Sales and Customer Success to build enablement materials, lead beta programs, and ensure the market understands the "why" behind every release. Qualifications - 5+ years of Product Management experience in B2B SaaS, FinTech, or enterprise software - Bachelor’s degree in Business, Finance, Computer Science, Engineering, or a related field required - Experience delivering complex, high-impact products from concept to launch - Strong understanding of finance operations, especially Accounts Payable, financial controls, or reporting - Familiarity with ERP systems (e.g., NetSuite or similar platforms) and how financial data flows through them - Comfort operating as a senior Individual Contributor, owning your roadmap and driving execution independently - Experience or strong interest in applying AI/ML and automation to real-world business problems - Ability to engage with engineering on technical concepts like APIs, system architecture, and data models - Excellent communication skills, with the ability to clearly explain complex ideas to both technical and non-technical audiences Benefits - Fully paid parental leave - Fully-covered, top-tier health insurance - Unlimited vacation - 100% remote work

Role Description We are looking for an innovative and customer-obsessed product manager for the automation and integrations platform product areas of Talkdesk, a market-leading, cloud-native Customer Experience Automation solution. This role is for a Principal product manager who deeply understands automation platforms, CRM ecosystems and integration patterns. You will define product strategy and work cross-functionally with Engineering, UX, Architecture, and GTM leadership to deliver scalable, enterprise-grade capabilities that accelerate customer outcomes. Our environment moves fast and requires a Principal PM who thrives in ambiguity, drives clarity, and consistently executes on business results. You will be successful if you are: - Adaptable: You operate with a sense of urgency, creativity, and curiosity for how we can improve our products and serve our customers. You are optimistic and inspire the team to execute. - Results-oriented: You simplify complex problems, are biased for action, and deliver on your commitments. You can make tough decisions and keep focused with ruthless prioritization. - Data-fluent: You use data to solve problems, identify opportunities, and are capable of defining and using new metrics to learn and make decisions. You can make the right decisions with incomplete data and are continually optimizing for learning. - AI-driven: You embrace AI as a core part of how you work, constantly seeking ways to optimize your processes, decisions, and outputs through intelligent tools. - A bar raiser: You continuously improve processes, raise quality standards, and challenge legacy thinking to achieve best-in-class CX automation and integration performance. - Forward thinker: You possess a blend of macro-level vision and micro-level precision, expected to be the co-owner of a part of our multi-year product strategy. - A domain expert: You understand CCaaS, automation ecosystems, AI-powered workflows, and integration frameworks well enough to influence decisions and shape long-term strategy. In this role, you will: - Define, realize, and optimize the product roadmap, release planning, and feature delivery. - Co-define the strategy for the future of automation and integrations—specifically deep CRM interoperability and automation frameworks. - Identify and validate opportunities related to automation workflows, data synchronization, integration frameworks, and extensibility patterns. - Partner with engineering to make swift decisions based on data, move fast, and deliver value for customers. - Define success metrics across product adoption, integration reliability, automation throughput, CRM admin experience, and platform performance. - Work with GTM, Product Marketing, Support, and Enablement to ensure new capabilities are launched with clarity, accuracy, and maximum adoption. - Act as a subject-matter expert for automation and integrations use cases, speaking confidently with customers, prospects, and partners. - Analyze the competitive landscape (CCaaS, iPaaS, CRM-native automation) to inform differentiation and long-term strategy. - Engage with customers during pre-sales and post-sales implementations to ensure the product will help them reach their desired business outcomes. Qualifications - High energy and passion for the job. - Strong organizational and analytical skills, excellent written and oral communication skills. - AI-native mindset. You actively leverage AI tools to optimize your own workflows. - Professionalism, dedication, and ability to work in a collaborative team environment. - Bachelor’s degree in computer science, engineering, or related work experience. Requirements - 4+ years of Product Management experience building and scaling enterprise SaaS, cloud platforms, or integrations-focused products. - Deep product knowledge of automation builders, workflow engines, or low-code platforms (e.g., Salesforce Flow, Power Automate, iPaaS tools). - Hands-on understanding of CRM platforms—example, Administrator-level knowledge (objects, flows, app builder, security model, metadata, API limits, eventing). - Background in systems integration, including REST APIs, event-driven architectures, authentication models (OAuth), data synchronization, CTI adapters, embedded frameworks and middleware concepts. - Experience working in agile environments and partnering closely with engineering, design, and architecture teams. - Demonstrated ability to drive cross-functional alignment and influence without authority. - Experience with CCaaS solutions, customer support workflows, and telephony/contact center integrations is a plus. - Excellent written and verbal communication, especially when explaining technical concepts to non-technical audiences. - Strong analytical skills and comfort defining KPIs for platform products. - Ability to work effectively in a global, remote-first environment. Benefits - Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. - Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. - We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. - Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact.

• Build, launch, and optimize private trips quickly • Collaborate with IT, marketing, and customer success teams to ensure seamless product integration. • Ensure the product meets customer needs and remains competitive in the market. • Monitor key performance indicators like sessions, conversion rates, and customer acquisition costs. • Source and negotiate with top local suppliers • Use AI to increase speed, reduce cost, and improve output • Ensure high-quality customer experience with standout travel experiences