Product Manager

Summary

Join Us at PlanSource: Your Exciting Career Awaits!

At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

Role Overview

The Product Manager is a core individual contributor responsible for owning product outcomes across discovery, delivery, and optimization. Product Managers at PlanSource operate at the intersection of business, technology, and user experience, translating strategy into valuable, usable, and scalable product solutions that help people choose, use, and manage their benefits more effectively.

Operating with a high degree of autonomy, the Product Manager defines product vision and roadmap, leads cross‑functional execution with engineering and design partners, and uses data, research, and AI‑enabled insights to inform prioritization and decision‑making. This role plays a critical part in driving customer value, business impact, and continuous product improvement.

Key Responsibilities

Product Strategy & Ownership

• Own product vision, strategy, and roadmap for assigned product areas in alignment with company goals and strategy.

• Identify and prioritize high‑impact opportunities based on customer needs, business outcomes, and technical feasibility.

• Understand PlanSource’s competitive landscape and ensure products are differentiated, valuable, and aligned with our mission.

• Balance short‑term delivery needs with long‑term product strategy and platform health.

Product Discovery & Problem Solving

• Lead product discovery using established frameworks (e.g., opportunity‑solution trees, design sprints, discovery experiments).

• Integrate user research, usability testing, client advisory input, market analysis, and data insights into product decisions.

• Define clear problem statements, success metrics, and hypotheses to guide solution development.

• Leverage AI tools to synthesize qualitative feedback, analyze patterns in user behavior, and accelerate discovery workflows, with critical review and judgment.

Product Delivery & Execution

• Partner closely with engineering and design teams in an agile environment to deliver high‑quality product outcomes.

• Define product requirements, user stories, and acceptance criteria with clarity and precision.

• Lead backlog prioritization and sequencing to maximize customer and business value.

• Partner with release management and operations to ensure smooth deployment, adoption, and post‑release validation.

Data, Metrics & AI‑Enabled Insight

• Define, track, and analyze key product performance metrics to measure success and inform iteration.

• Use quantitative and qualitative data to evaluate product performance and guide trade‑off decisions.

• Apply AI‑enabled analysis tools to support trend analysis, forecasting, experimentation insights, and reporting, ensuring outputs are validated and responsibly used.

• Translate data into clear narratives and recommendations for stakeholders.

Cross‑Functional Collaboration & Communication

• Partner with Product Marketing, Sales, Client Management, Operations, and Business Operations to communicate product value and support go‑to‑market efforts.

• Work closely with stakeholders across the organization to gather requirements, manage dependencies, and align priorities.

• Communicate product direction, progress, and outcomes clearly to both technical and non‑technical audiences.

• Serve as a strong advocate for the user while balancing business and operational needs.

Process, Quality & Continuous Improvement

• Continuously evaluate and improve product development processes, documentation, and team workflows.

• Use AI tools to support documentation, backlog refinement, and synthesis of inputs where appropriate, maintaining accountability for final decisions.

• Promote a culture of experimentation, learning, and outcome‑driven delivery.

• Model PlanSource values in collaboration, ownership, urgency, curiosity, and reliability.

Success Indicators

• Product outcomes deliver measurable customer and business value.

• Roadmaps are clear, prioritized, and aligned with strategy.

• Features are delivered efficiently and adopted successfully.

• Product decisions are data‑informed and well reasoned.

• Cross‑functional partners experience strong, clear product leadership.

• Performance demonstrates readiness for Senior or Lead Product Manager responsibilities.

About You

Preferred Qualifications

Experience & Education

• High School Diploma required.

• Bachelor’s degree in Business, Technology, Design, or a related field preferred.

• 5+ years of product management or related experience.

• Experience working in a SaaS or technology environment; health benefits or HR technology experience preferred.

• Demonstrated experience owning products through the full lifecycle from discovery to delivery and iteration.

Skills & Abilities

• Strong product judgment and problem‑solving skills.

• Ability to translate complex problems into clear product direction.

• Experience working with cross‑functional teams including engineering, design, QA, and customer‑facing teams.

• Strong analytical skills and comfort working with data.

• Proficiency with product tools such as Jira, Confluence, or similar platforms.

• Effective use of AI tools to enhance analysis, discovery, and productivity, with accountability for outcomes.

• Excellent written, verbal, and interpersonal communication skills.

• Ability to thrive in a fast‑paced, evolving environment.

What We Offer

At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.

• Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care.
• Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage. 
• Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee-only vision premiums at $0.
• 401(k) with immediate vesting and a 50% company match up to 6% of contributions.
• Generous paid parental leave, adoption assistance, and fertility benefits.
• Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
• Mental health & wellbeing support, including Employee Assistance Program (EAP), movement and wellness resources.
• Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.

Top 5 Reasons to join PlanSource

#5: Be part of what’s next in benefits technology

Join a company redefining how benefits work. Backed by Vista Equity Partners, PlanSource is continuously investing in innovation, bringing together AI, automation, and human insight to simplify complex processes and deliver real outcomes. This is your opportunity to build the future of benefits at scale.

#4: Make an impact with technology our customers trust

Our platform powers some of the most complex benefits programs in the market, and our customers rely on us to get it right. From a unified benefits ecosystem to AI-driven decision support, everything we build is designed to deliver clarity, confidence, and measurable impact for the people who use it every day.

#3: Be recognized, supported, and set up to thrive

We believe great work deserves recognition and real support. From meaningful rewards and recognition programs to a comprehensive approach to employee support, we invest in helping our people perform at their best and feel valued along the way.

Recognized as a top workplace, PlanSource has earned multiple Great Place to Work certifications and numerous awards, including Best Company for Culture, Work-Life Balance, and Compensation, reinforcing our commitment to an exceptional employee experience.

#2: Grow your career with intention

At PlanSource, career growth doesn’t happen by accident. With a strong track record of internal mobility, structured development paths, and opportunities to take on new challenges, you’ll have the support and flexibility to build a career that evolves with you.

#1: Be part of a culture built on connection and impact

Our culture is rooted in connection, inclusion, and shared success. Guided by our S.O.U.R.C.E. values, we lead with service by putting others first, approach challenges with optimism, and act with urgency to drive meaningful outcomes. We hold ourselves accountable through reliability, continuously grow through curiosity, and operate with efficiency to maximize the impact of our work. Here, diverse perspectives are valued and they directly shape how we collaborate, innovate, and deliver an exceptional experience for our customers.

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.

If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.

Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com. PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.

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