Senior Product Manager, Agentic Workflows

Sorry, this job was removed at 06:12 p.m. (UTC) on Monday, Oct 13, 2025
2 Locations
In-Office or Remote
112K-149K Annually
Fintech • Machine Learning • Payments • Social Impact • Software • Financial Services
TrueML is a fintech company building software to create positive experiences for consumers seeking financial health.
The Role
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.

About the Role

We are seeking a results-oriented Senior Product Manager to lead the development and optimization of AI-powered workflow platform capabilities for our SaaS B2B platform. This role focuses on driving intelligent, automated, and scalable AI Agent platform that can be utilized by engineering teams to build out AI solutions within the product. As the product owner, you will define the vision, strategy, and roadmap for our AI-powered workflow platform & solutions, and content management system (CMS). You will collaborate with cross-functional teams to deliver innovative capabilities that enable our B2B clients to improve efficiency and achieve better business outcomes.  The key responsibilities are identified in the sections below:

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

Product Ownership:

  • Define and execute the product vision, strategy, and roadmap for AI/ driven workflow platform 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.  
  • Accountable for the delivery of product initiatives, bridging technical and business requirements from end to end. 

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.  
  • Stay abreast of the latest AI/ML trends and technologies relevant to workflow automation and optimization.

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 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.

For California Applicants: we collect personal information for employment purposes. We do not sell personal information. Most of the information we have is provided to us by you and/or collected as part of the employment process. For more details on how we use, share, and delete personal information see our Privacy Policy.

TrueML Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TrueML and has not been reviewed or approved by TrueML.

  • Healthcare Strength Comprehensive medical plan options (including HSA‑eligible) plus dental and vision are paired with employer‑paid life/AD&D and short‑ and long‑term disability. Access to an EAP and wellness resources further strengthens overall health support.
  • Leave & Time Off Breadth Generous or unlimited PTO, nine company holidays, paid volunteer time, and paid parental leave for birth or adoption are prominently offered. Time‑away provisions are positioned to support work‑life balance.
  • Wellbeing & Lifestyle Benefits A remote‑friendly setup with home‑office support combines with PerkSpot discounts, recognition rewards, and the Wellness Coach app. These perks expand day‑to‑day flexibility and wellbeing options.

TrueML Insights

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The Company
450 Employees
Year Founded: 2013

What We Do

TrueML makes financial technology that prioritizes customer experience and revolutionizes the experience of consumers seeking financial health. We’re a team of inspired data scientists, financial services industry experts, and customer experience fanatics creating experiences that serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring to ensure nobody gets locked out of the financial system. After more than 10 years in business, TrueML is excited to be expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference alongside hundreds of other inspired individuals.

Why Work With Us

Our functional teams are a diverse mix of employees from different backgrounds and geographies, with each individual bringing unique perspectives and experiences that encourage increased innovation in our products and services. Join TrueML and make a difference alongside hundreds of other inspired individuals doing impactful work.

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