Technical Product Manager Finance Transformation AI

Technical Product Manager (TPM) Finance Transformation & AI

Role Summary

We are looking for a Technical Product Manager (TPM) to lead the delivery of AI-powered solutions for finance and enterprise customers.

This role sits at the intersection of Finance Transformation, Product, Technology, and Customer Delivery. You will work directly with customers to understand their business processes and challenges, translate those needs into clear product and technical requirements, and partner with Product, Engineering, FDE, QA, and Customer Success teams to deliver successful implementations.

The ideal candidate is someone with strong finance process expertise and consulting experience, who is comfortable working with customers, navigating ambiguity, driving project execution, and translating business problems into technology solutions.

You do not need to come from an AI background. We value process depth, client presence, structured thinking, and delivery ownership. Exposure to AI, automation, SaaS, or enterprise technology is an advantage, but AI expertise can be developed on the job.

What You Will Do

1. Customer Discovery & Process Understanding

• Lead customer discovery sessions to understand business processes, requirements, pain points, and desired outcomes.
• Conduct process and product walkthroughs with business and technology stakeholders.
• Understand current-state and future-state processes, including exceptions, controls, dependencies, and operational challenges.
• Identify opportunities where automation, AI, and technology can improve existing finance processes.
• Drive requirement discussions and clarify business decisions with customers.

1. Product & Solution Definition

• Translate customer business problems into clear use cases, requirements, workflows, and acceptance criteria.
• Work closely with Product, Engineering, and FDE teams to convert business requirements into scalable technology solutions.
• Participate in solution design discussions and help evaluate functional and technical trade-offs.
• Prioritize requirements based on customer value, business impact, feasibility, and delivery timelines.
• Contribute customer insights and feedback to product improvement and roadmap discussions.
• Help bridge the gap between business stakeholders and technical teams.

1. End-to-End Delivery

• Own customer projects from discovery through implementation, go-live, and closure.
• Create and maintain project plans, milestones, timelines, deliverables, and dependencies.
• Coordinate across Product, Engineering, FDE, QA, Customer Success, and customer teams.
• Track progress against agreed scope, timelines, and quality expectations.
• Ensure deliverables are completed and milestones are achieved as committed.
• Maintain project documentation, decisions, action items, and delivery status.

1. Risk, Issue & Dependency Management

• Proactively identify project risks, assumptions, issues, and dependencies.
• Maintain and manage the RAID log throughout the project lifecycle.
• Develop mitigation and resolution plans for delivery risks.
• Escalate blockers and critical decisions appropriately.
• Drive action items and dependencies to closure.
• Ensure risks are communicated proactively to customers and internal leadership.

1. Customer & Stakeholder Management

• Act as a key delivery and product-facing contact for customers.
• Independently lead customer meetings, discovery sessions, workshops, and project reviews.
• Communicate project progress, risks, decisions, dependencies, and timelines clearly.
• Manage customer expectations and proactively address concerns.
• Build strong relationships with business, finance, technology, and leadership stakeholders.
• Drive customer decisions, approvals, and milestone sign-offs.
• Work effectively with international customers and stakeholders across time zones.

1. Testing & Go-Live

• Coordinate business validation, UAT, and readiness activities with customers and internal teams.
• Work with QA, Engineering, Product, and FDE teams to ensure solution readiness.
• Validate the go-live checklist and ensure all required approvals are secured.
• Coordinate production deployment and post-go-live stabilization.
• Support project closure and capture customer feedback and lessons learned.

What We Are Looking For

1. Finance Process & Domain Expertise

You should have hands-on understanding of one or more finance processes, such as:

• Accounts Payable (AP)
• Procure-to-Pay …