Senior Product Manager, Agentic Workflows

Why TrueML?

TrueML is a mission-driven financial software company that aims to create better customer experiences for distressed borrowers. Consumers today want personal, digital-first experiences that align with their lifestyles, especially when it comes to managing finances. TrueML’s approach uses machine learning to engage each customer digitally and adjust strategies in real time in response to their interactions.

The TrueML team includes inspired data scientists, financial services industry experts and customer experience fanatics building technology to serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring toward ensuring nobody gets locked out of the financial system.

The Opportunity:

We are seeking a results-oriented Senior Product Manager to lead the development and optimization of AI powered workflow capabilities for our SaaS B2B platform. This role focuses on driving intelligent, automated, and scalable solutions to streamline and optimize business processes for our enterprise clients. As the product owner, you will define the vision, strategy, and roadmap for our AI-powered workflow solutions and content management system (CMS). You will collaborate with cross-functional teams to deliver innovative capabilities that enable our B2B clients to automate tasks, improve efficiency, and achieve better business outcomes.

Benefits & Perks

• Everything you need to work remotely
• Unlimited PTO
• Medical/dental/vision insurance
• 401k through Charles Schwab 
• Flexible Spending Account, Limited FSA, and Health Savings Account- with an eligible health care package. 
• Company-paid short-term and long-term disability plus basic life insurance.
• Family-friendly maternity and paternity leave
• Employee assistance program (EAP) via Claremont. Get free short-term counseling for mental health, free + discounted legal consultations, free financial consultations, access to work/life consultants, and more!
• PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide.
• Paid time off to do volunteer work in your community.
• Access to the Wellness Coach app for you and 5 family members

Key Responsibilities:

• Product Ownership:
• Define and execute the product vision, strategy, and roadmap for AI/ driven workflow capabilities including CMS within our SaaS B2B platform.
• Own integrations with 3rd party workflow and automation partners.
• Align product initiatives with customer needs and business objectives, focusing on driving measurable client outcomes such as increased efficiency and reduced operational costs.
• Own product KPIs, including automation rates, workflow efficiency, and customer satisfaction metrics.
• Accountable for the delivery of product initiatives, bridging technical and business requirements from end to end.
• Identify opportunities to innovate introducing new AI orchestrated operations offerings.
• AI/ML Expertise:
• Collaborate with data science and engineering teams to build and refine AI-powered workflow solutions, such as intelligent task routing, automated decision-making, and predictive analytics for process optimization.
• Explore and evaluate virtual call center solutions and how they can utilize TMLP's ML optimization models to enhance customer interactions and streamline call center operations.
• Stay abreast of the latest AI/ML trends and technologies relevant to workflow automation and optimization.
• Customer-Centric Development:
• Engage directly with enterprise clients to understand their pain points, workflows, and goals, translating insights into impactful features.
• Utilize qualitative and quantitative data to prioritize development efforts and improve the customer experience.
• Develop features that allow clients to tailor workflow solutions to their unique business requirements.
• Stakeholder Collaboration:
• Work closely with research, design, engineering, and data teams to deliver high-quality features and enhancements.
• Communicate product vision and updates effectively to internal stakeholders, gathering feedback and driving alignment.
• Compliance & Scalability:
• Ensure all workflow capabilities meet data privacy, compliance, and ethical standards relevant to B2B use cases.
• Design solutions that scale for enterprise clients with large user bases and complex workflow requirements.

Qualifications:

• 5+ years of experience in product management, with at least 1 year in AI/ML or data-driven product areas.
• Proven success in managing products that automate and optimize business processes.
• Strong understanding of AI/ML principles, including machine learning algorithms, predictive analytics, and process optimization techniques.
• Experience with virtual call center technologies is a plus.
• Experience with highly regulated products and financial services is desired.
• Excellent analytical skills with experience in using data to inform decision-making.
• Exceptional communication skills, with the ability to articulate complex technical concepts to non-technical stakeholders.
• Proficient in Agile methodologies and tools (e.g., Jira, Confluence).
• Bachelor's degree in Computer Science, Business, or a related field.

We are a dynamic group of people who are subject matter experts with a passion for change. Our teams are crafting solutions to big problems every day. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference.

Our Dedication to Diversity & Inclusion

TrueML and TrueAccord are equal opportunity employers. We promote, value, and thrive with a diverse & inclusive team. Different perspectives contribute to better solutions and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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