Product Manager (Workflows)

Join our team as a Product Manager, where you'll own the Herald placement application, the primary tool for brokers to manage commercial submissions. This high-ownership, user-facing role will involve translating broker workflows into product decisions, shipping features that reduce manual effort, and working closely with users and engineering. AI will be a core part of your work, and you'll focus on improving the broker experience and expanding the placement product. Benefits include company equity, hybrid work flexibility, relocation stipend, and quality health insurance.

• Ownership of the Herald placement application, translating broker workflows into product decisions, and shipping features to reduce manual effort in the insurance placement process.
• Working directly with users, partnering closely with engineering, and using AI to identify opportunities for automation and improve the broker experience.
• Managing the project backlog for the broader placement product, including improving document extraction accuracy, expanding agentic capabilities, and launching new carrier integrations.
• Strong instincts for UX and an ability to simplify complex processes — the placement workflow is multi-step, involves many stakeholders, and has real consequences; you design for clarity under that complexity
• Demonstrated ability to work with real users, understand operational pain, and translate what you learn into crisp product decisions
• Comfort working with engineering teams building AI-powered products — you understand how to design features that build trust in AI outputs, what it means to evaluate them, and where human oversight needs to stay
• 2–3 years of experience in product management or a closely adjacent role (e.g., product engineering, solutions engineering, implementation PM, or technical program management) in a B2B SaaS environment
• Habitual, fluent use of AI tools in your own work — you reach for AI to draft communications, investigate problems, synthesize information, and reduce repetitive effort; you have well-developed instincts for where AI helps and where it falls short
• Strong writer — you communicate product rationale clearly in specs, Slack, and in the room with skeptical users
• Clear communicator and fast executor — you move quickly, write things down, and pull the right people in at the right time
• Prior startup experience at a company in a similar stage (Series A–C); you know how to operate with lean support structures and build process where there isn't any
• Familiarity with REST APIs and how they underpin product features — you can read API documentation, understand what's technically feasible, and have informed conversations with engineers about integration design
• Experience designing or scoping AI-assisted or agentic workflows — you understand where automation adds value, how to evaluate AI outputs in operational contexts, and how to build processes that keep humans appropriately in the loop
• Prior experience at a company building workflow automation, document processing, or AI-assisted tools for enterprise users
• Experience in commercial insurance, insuretech, or a closely adjacent vertical — familiarity with carrier-distribution dynamics and how quoting, submission, and binding workflows operate
• Our job descriptions are gestures, not strict criteria. If you think you would be a great addition to our team, but might not fit the criteria perfectly, we still encourage you to apply! We recognize there are many transferable skills and traits that we may not have captured in this description and welcome all interested candidates to apply