Working LocationThis role is a remote position, you must be based out of one of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Texas, Utah or Washington
Job SummaryIntegrations are how our product works inside customers' real environments, and where our delivery risk concentrates. We're hiring a senior PM to own that surface end to end: someone who writes specs precise enough to prevent late stage rework, and who has the credibility to sit across from a partner's product and engineering leads and change their approach when it doesn't fit our use case. This is a senior IC role with minimal direction.
What you'll own- The integrations roadmap and its sequencing: which systems we connect to, in what order, at what depth, and why.
- The requirements and specification quality for every integration we ship.
- The technical relationship with partner product and engineering teams, jointly with our engineering leads.
- The internal definition of "done" for an integration: not "the connection works," but "the customer's workflow works."
- Reusable integration patterns and platform primitives, so the tenth integration is meaningfully cheaper than the third.
What you'll doGet the requirements right the first time
- Translate business context and customer workflows into specifications engineering can build against without needing to guess, covering data models, sync behavior, auth, rate limits, and failure handling.
- Write acceptance criteria tied to the actual use case, not the happy path, defining what success looks like for the end user before a line of code is written.
- Hunt down edge cases early, conflicting writes, permission changes, schema drift, failed syncs, before they surface in build.
- Validate assumptions against real data and real customer environments, through discovery calls and hands on sandbox testing, before committing engineering time.
- Run structured spec review with engineering, and stay engaged through build so ambiguity gets resolved in days, not at demo.
- Own the mid-build change decision, when new information arrives, decide clearly whether to adjust scope, adjust the spec, or hold, and communicate the tradeoff.
Influence partners, not just manage them
- Serve as the product-side counterpart to partner product and engineering teams, scoping joint work and negotiating technical approach when our needs and their constraints don't align.
- Come to partner conversations with a specific, credible alternative, and enough technical detail to explain why the default approach won't hold up.
- Push partners to adapt their approach where the better solution sits on their side, and know when to concede and design around a constraint instead.
- Escalate and negotiate with commercial awareness, understand where we have leverage, where we don't, and what the relationship can absorb.
- Maintain a clear view of each partner's roadmap, deprecation timelines, and reliability posture, and factor it into our own planning.
Operate as a senior PM
- Set direction rather than take it, bring a point of view on where integrations should go and defend it with evidence.
- Prioritize across competing customer, partner, and internal demands and be able to say no with a reason.
- Communicate crisply to executives, engineering, GTM, support, and external partners, adjusting depth to the audience.
- Define the success metrics for integrations, activation, sync reliability, time-to-connect, support load, rework rate, and manage against them.
- Raise the bar on how the wider product team handles requirements and technical discovery.
What we're looking forRequired
- 6+ years in product management, with at least 3 years owning integrations, APIs, platform, or partner-facing products.
- A demonstrable track record of shipping non-trivial third-party integrations - ideally several - where you personally owned the requirements.
- Real technical depth: you read API documentation for enjoyment, can test endpoints yourself, reason about data models and sync architecture, and hold your own in an engineering design discussion without being the engineer.
- Written specification skills strong enough that engineers reference your docs rather than re-interview you. We will ask to see a redacted example.
- Direct experience negotiating technical approach with external partners or vendors, including at least one case where you changed their plan.
- Comfort with ambiguity in the discovery phase and rigor in the commit phase - able to tell those two modes apart and behave differently in each.
- Strong customer-workflow instinct: you frame integration work in terms of the job the user is trying to complete, not the systems being connected.
Preferred
- Experience integrating with portfolio management or financial planning platforms (e.g., Addepar, eMoney), CRM systems used by advisors, or AI meeting/notetaking tools.
- Background in wealth management or fintech, or prior work in a domain with comparable data sensitivity and compliance constraints.
- Experience building an integration platform or framework, not only point-to-point connections.
- Prior exposure to partner enablement: SDKs, sandbox environments, certification programs, or public API documentation.
The salary range for this role is $170,000 to $180,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.
Benefits:- Flexible paid time off policy and 10 company-wide paid holidays
- Parental leave, 6 weeks for all full-time employees and up to 14 weeks for birthing parents
- Medical, dental, and vision benefits coverage for employees and their families
- 401K eligibility after one month of employment
- Free estate planning documents
- Budget for learning & development and home office setup
- Paid parking or transit for hybrid and in office employees
