THE ROLE
We're hiring a Staff Product Manager to own AI at Pearly, built on the foundation of our Data & Analytics surface: the reporting, dashboards, and financial intelligence that turn Pearly's data into something customers can see, trust, and act on. It's one of the highest-leverage surfaces we have, and customers are already asking for more of it. That foundation is where the role starts. Where it's going is an intelligence layer that doesn't just show a practice what happened, but anticipates what's next and increasingly acts on it for them.
That arc is the whole job. Descriptive intelligence customers can trust today. Predictive intelligence that gets ahead of problems. And agentic AI that takes the next best action on a practice's behalf, from surfacing who to reach and when, to triggering the workflow that actually collects. Almost no one in dental is giving practices real financial intelligence, and no one is acting on it autonomously for them. That is the wedge, and this role owns it.
The problems are real and concrete. Help RCM leaders drill into what's driving their Days Sales Outstanding, A/R aging, and where to act. Give CFOs the reporting they need to reduce debt reserves with confidence. Then take those same signals and make them do work: turn an insight about an expiring benefit or an aging balance into a prioritized action, an outreach sequence, or a collection-agency handoff that happens with the right guardrails and the right human in the loop. This is financial intelligence that changes how a practice runs, not charts for their own sake.
Staff means we trust you with the mandate and expect you to run. You're senior enough that you don't need product coaching, and seasoned enough to coach others. You'll operate independently on ambiguous, high-stakes problems, set direction the rest of the team builds against, and raise the bar for product craft by example. You'll also set the bar for how AI shows up in our product: useful, reliable, and trustworthy, with sound judgment about where it earns autonomy and where a human stays in control. We need someone as comfortable defining a multi-quarter AI roadmap in a leadership conversation as getting into the schema, the query, the dashboard spec, and the agent's evaluation harness the same afternoon.
Data & Analytics is your home, but your influence won't stop there. With a lean product leadership bench, you'll help shape Pearly's overall product strategy and roadmap, and co-ideate and own features that cut across platform domains, including Payments and Integrations. Depth in data and AI is the mandate; operating at the altitude of the whole product is the level. If you want a tightly-scoped, stay-in-your-lane role, this isn't it.
WHAT YOU'LL OWN
Customer-Facing Insights. Own the dashboards, reporting, and insights that help RCM leaders, finance leaders, operations leaders, and office managers make better decisions and run better workflows. Start by understanding the surface we have today, what customers rely on, and where it falls short, then turn raw payment, billing, and practice data into decision-grade views that serve a single-practice office manager and an enterprise DSO RCM team alike.
The Intelligence Layer, Predictive to Agentic. Own the roadmap for the intelligence that sits on top of Pearly's data, and drive it across the full arc. Predictive: the models and signals that move us from reporting what happened to anticipating what's next, from payment-failure risk to which balances are most collectible. Agentic: AI that doesn't stop at the insight but takes action on the practice's behalf, generating prioritized worklists, drafting and triggering outreach, flagging and resolving anomalies, and taking the next best step with the right human-in-the-loop controls. You'll decide what earns autonomy, how we evaluate and trust it, and how we introduce it to customers so it feels like leverage, not risk.
Internal Insights & Activation. Deliver the insights, patterns, and recommendations that let Pearly's own product, sales, and CS teams add value to customers, whether self-serve or sales- and CS-led. Monitor blocked versus prompted versus processed volume to flag anomalies, surface shifts in A/R collection volume, and find where a well-timed lever changes an outcome. A/B test outreach sequences to learn how to lift A/R collection rates by geography, demographic, and beyond.
Telling the Value Story. Amplify and extend the value of Pearly's products across the customer journey: the operational savings, the cash-flow impact, the collections boost, from first touch through customer advocacy. Make the impact Pearly delivers legible, to customers and to us.
Data & Integrations Architecture. Work shoulder-to-shoulder with engineering on the data model and drive PMS integrations underneath all of it. Bring real technical judgment to how PMS data flows in through our pipelines and APIs, how it's transformed and curated, and how it's structured, stored, and served, and make the calls on what's feasible in real time versus batch. Good AI starts with good data, and you'll own that foundation.
New Data & AI Products. Ideate, discover, and champion new data, analytics, and AI features and products. Pearly sits on patient balance and payment-behavior data no one else has, and a core part of this role is determining what that data can become, including whether and how it becomes a product line of its own, with a value proposition, packaging, and a path to revenue. Partner with Product Marketing and Sales on positioning and pricing as that thesis takes shape.
Discovery & Voice of the Customer. Run discovery directly with the people who live in financial data: CFOs, VPs of Revenue Cycle, practice owners, and DSO operators. Turn what they need into a roadmap, and keep what we build grounded in real demand.
Cross-Functional Partnership. Partner closely across Product, Engineering, Sales, Customer Success, and Product Marketing, not just to ship, but to build the right thing and get it adopted. Pull reporting signals from CS, work with Sales and Product Marketing to package and position what's monetizable, and make sure every release lands with the teams who sell and support it.
WHAT WE'RE LOOKING FOR
7+ years in product management, including time owning a data, analytics, reporting, or BI product at a staff or equivalent senior-IC level, ideally at a high-growth B2B SaaS company. You run your area with little oversight and make the PMs around you better by example.
Real technical depth. You're fluent in relational databases and SQL, reason comfortably about data models and schema design, and can hold a credible, detailed conversation with engineers about how data is structured and served.
AI fluency with real judgment. You've scoped and shipped AI-powered features, and you understand today's toolkit well enough to prioritize it: where LLMs and predictive models add value versus noise, what it takes to make an AI feature reliable, and how you evaluate and earn trust in a system that acts on its own. Direct exposure to agentic AI, autonomous or semi-autonomous workflows, and human-in-the-loop design is a strong plus, and the appetite to go deep here is essential.
A track record building dashboards and reporting people actually use, with real examples of turning complex data into decisions.
A rare strategy-plus-execution profile. You can set direction and then define the schema, write the spec, and pressure-test the dashboard or the agent yourself.
Product leadership beyond your own area. You've shaped strategy and roadmap past the edges of your immediate mandate and can own features that cut across domains. With a thin leadership bench above you, that breadth matters here.
Strong commercial instincts. You treat data and AI as products with a value proposition and a price, and ideally you've helped package and monetize one.
Exceptional discovery and communication. You can sit across from a CFO or VP of RCM, earn their trust, and leave knowing what they actually need, and you're just as effective rallying Sales, CS, and Product Marketing around what to build and why. Comfortable segmenting across buyers from single practices to enterprise DSOs.
BONUS POINTS
Experience in dental, healthcare, RCM, or similar.
Background building analytics or reporting for finance, RCM, or operations personas.
Hands-on experience with the modern data stack (warehouses, transformation, BI tooling) and a point of view on build-versus-buy.
A track record taking a data or analytics capability from feature to revenue-generating product line.
Competitive compensation. $180,000 - $210,000 salary plus equity and healthcare benefits.
Note: We currently do not offer H1B sponsorship for this role.
