Product Lead, AI Platform | Credit Union Experience Required

This is a contract to hire position. We are NOT accepting resumes from third party vendors. Please do not inquire.

**Product Lead, AI Platform Credit Union Experience Required**

Role Overview

We are seeking a Product Lead with direct credit union industry experience to own the roadmap, requirements, and continued development of an AI-enabled B2B SaaS platform supporting contract analysis and vendor negotiation for credit unions and other financial institutions.

An initial MVP has already been developed. This role will assess its current capabilities, validate workflows with users, identify gaps, and guide the product toward production readiness, launch, and adoption.

Working directly with the CEO, business analysts, negotiation experts, and developers, the Product Lead will translate business needs into clear requirements and prioritize improvements that deliver measurable value.

The ideal candidate has owned or delivered technology products within a credit union or at a fintech, credit union service organization, or software provider serving credit unions. They understand credit union stakeholders, operational workflows, and technology purchasing decisions.

Key Responsibilities

Product Assessment and Roadmap

• Assess the existing MVP with business users and technical partners to understand its capabilities, limitations, and readiness for broader use.

• Establish a prioritized roadmap addressing workflow gaps, usability, AI quality, and credit union customer needs.

• Partner with the CEO to define product goals, release priorities, and measures of success.

• Gather feedback from credit union stakeholders and internal subject matter experts to guide product decisions.

Requirements and Workflow Design

• Work directly with business analysts and negotiators to understand contract review, term mapping, pricing comparisons, baseline development, invoice reconciliation, and negotiation preparation.

• Translate these workflows into clear requirements, user stories, and acceptance criteria.

• Validate assumptions with users and simplify complex processes into practical product features.

• Own the backlog and document scope changes and prioritization decisions.

Development Coordination and Delivery

• Serve as the primary product contact for internal developers and external development partners.

• Clarify requirements, resolve product questions, and keep development aligned with business priorities.

• Work with technical resources to assess feasibility, dependencies, and delivery risks.

• Coordinate releases and communicate progress and trade-offs to leadership.

Testing, Launch, and Adoption

• Establish structured user acceptance testing for the MVP and subsequent releases.

• Maintain a shared defect list, prioritize fixes, and confirm resolutions with the users who reported them.

• Coordinate beta testing and phased rollout based on feature readiness and user feedback.

• Support onboarding, training, and adoption, using product usage and feedback to guide improvements.

AI Product Quality and Data

• Evaluate whether existing AI capabilities meet contract analysis and negotiation workflow needs.

• Define quality benchmarks using real contracts and representative business scenarios.

• Establish requirements for accuracy, exception handling, and human review.

• Partner with subject matter experts to maintain accurate contract, pricing, and negotiation reference data.

• Coordinate data-tagging vendors and related deliverables.

Customer Readiness

• Incorporate credit union confidentiality, access controls, and data-handling needs into product requirements.

• Partner with technical and security resources to address financial institution vendor due diligence and launch readiness.

• Explain product capabilities, limitations, and business value clearly to customers and leadership.

Required Background

• Direct product management or product ownership experience within a credit union or at a fintech, credit union service organization, or software provider serving credit unions.

• Demonstrated understanding of credit union operations, stakeholder needs, and technology evaluation and purchasing processes.

• Experience owning product roadmaps, prioritizing backlogs, and translating complex workflows into software requirements.

• Experience guiding products or significant features through testing, launch, and ongoing improvement.

• Ability to coordinate engineers, exte…