Sr Product Manager, Data & Finance

Competitive Comp • Early Stage Equity Austin, TX • Hybrid • Early Product-Team Hire Equal Parts is building the operating system for the modern insurance agency. Through a combination of acquisitions, centralized operations, and proprietary technology, we're creating a platform that scales relationships, not headcount. We're looking for a Senior Product Manager to own our Data & Finance workstreams. This person will work closely with Product, Engineering, Finance, and Operations to build the systems that power reporting, financial operations, acquisition integrations, and executive decision-making. Success in this role starts with building strong platform foundations that enable scalable reporting, operational workflows, and agentic workflows / automation. What You'll Do Own roadmap, requirements, and delivery for data foundation and finance-related initiatives Define the systems, workflows, and data architecture required to support reporting, accounting, commissions, carrier data, and operational processes Translate finance and operational workflows into scalable software solutions Participate in acquisition integration workstreams, including data migrations, reporting standardization, and operational tooling Own our clean data and financial process engine Make the platform agent-ready: instrument every step so automation can safely act on data it can trust. 8+ years of product, operations, consulting, finance systems, or related experience Experience working directly with founders, executives, or business leaders Strong understanding of data architecture, data modeling, reporting systems, and operational workflows Experience with financial systems, accounting workflows, commissions, revenue operations, and business reporting Experience with BI tools, data warehouses, and analytics platforms Experience leading data migrations, system implementations, or acquisition integrations Experience in insurance, fintech, SaaS, or other operationally complex industries Experience designing for AI and agentic automation Genuine appetite for ambiguity — this is an early-stage role where you'll define the layer as you build it. For eligible employees - Equal Parts offers a comprehensive benefits package designed to support your health, well-being, and financial stability. Major Medical Health Insurance – Robust medical coverage with employer contributions toward premiums . Voluntary Benefits – Access to dental, vision, supplemental life, disability, accident, and other optional coverages.