Product Manager - Intelligent Automation

Posted Yesterday
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Overland Park, KS, USA
Hybrid
Mid level
Fintech • Software • Financial Services
The Role
Lead discovery and delivery of automation and AI-enabled features across the company. Partner with stakeholders to map processes, write user stories and acceptance criteria, prioritize backlog in Jira, support engineering and UAT, define KPIs, and drive adoption of Salesforce, RPA, IDP, and emerging agentic AI solutions.
Summary Generated by Built In
At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.  
 
Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment. 

At TreviPay, we foster a culture of critical thinking, flexible collaboration, and lifelong learning. As a Product Manager on the Intelligent Automation (IA) team, you will uncover problems, investigate root causes, analyze options, determine the right solution, then design and deliver the tools and features used by departments company wide. Some of that work streamlines manual, repetitive processes, but just as often you will be building new features and capabilities. The team's toolkit centers on Salesforce, RPA, and IDP (intelligent document processing), and is expanding into other agentic AI tools. You will work closely with engineering and stakeholders across the business to scope opportunities, write clear requirements, and help carry solutions from discovery into production. 

 

Role/Fit Specifics 

  • Proven track record ofbuilding simple, elegant solutions for complexbusiness challenges 
  • Detail oriented, with strong analytical and process mapping skills 
  • Comfortable writing clear, concise requirements, user stories, and acceptance criteria 
  • Curious about automation and AI technologies, and eager to build practical fluency in tools such as Salesforce, RPA platforms, IDP/document intelligence, and emerging agentic AI tools 
  • Effective communicator, able to translate technical concepts for business stakeholders and business context for engineers 
  • Organized and able to manage multiple initiatives at different stages of delivery at once 
  • Collaborative cross functional partner across engineering, and various departments 

 

Essential Duties and Responsibilities 

  • Partner with stakeholders across the business to understand their needs, whether that means automating a manual process or building an entirely new capability 
  • Write detailed user stories, acceptance criteria, and process documentation and manage a prioritized, groomed backlog in Jira 
  • Work with engineering to translate opportunities into scoped, buildable increments 
  • Own the success metrics and business outcomes of delivered features - establish KPIs, define success criteria, monitor performance, and drive iterative improvements based on data 
  • Participate in and help run agile ceremonies: backlog refinement, sprint planning, demos, and retros 
  • Document current state processes and future state automated workflows to support handoffs, training, and knowledge transfer 
  • Support user acceptance testing and validation of automation solutions before go live 
  • Explain the why behind decisions and help evangelize adoption with the teams affected by the change 

 

Product/Role Specific 

  • Overland Park, KS hybrid (Tue-Thu in office) 
  • Member of the TreviPay Product and Technology team, on the Intelligent Automation (IA) team 

 

Education, Experience, Certification Requirements 

  • 3-5 years of experience in product management, business analysis, or a related process improvement or operations role 
  • Experience with, or strong interest in, automation technologies (Salesforce, RPA, IDP/document intelligence, or agentic AI) 
  • Bachelor's degree or equivalent work experience 

 

Preferred Education, Experience, Certification Requirements 

  • Practical experience with agile SDLC methodologies and tools such as Jira 
  • Exposure to Salesforce and RPA platforms (for example, UiPath) 
  • Previous experience at, or working closely with, a financial institution, fintech, or B2B payments company 

 

Why you will love working at TreviPay
  • Competitive salary
  • Paid parental leave
  • Generous paid time off
  • Medical, dental, vision, FSA, Life/AD&D, long and short term disability
  • 401K matching
  •  Employee referral program
At TreviPay we believe:
  • in saying yes to unique and challenging requirements
  • empowered team members are creative team members
  • our products make the customer’s day just a little bit better
  • work/life balance makes us all more effective
TreviPay is an Equal Opportunity and Affirmative Action Employer.  We welcome all veterans and disabled applicants.
 
Individuals with disabilities will be provided reasonable accommodation to participate in the job application and/or interview process. Please contact [email protected] to request an accommodation.

Skills Required

  • 3-5 years of experience in product management, business analysis, process improvement, or operations
  • Experience with, or strong interest in, automation technologies (Salesforce, RPA, IDP/document intelligence, or agentic AI)
  • Bachelor's degree or equivalent work experience
  • Ability to write clear, concise requirements, user stories, and acceptance criteria
  • Strong analytical and process mapping skills; detail oriented
  • Effective verbal and written communication to translate technical and business concepts
  • Organized; able to manage multiple initiatives at different delivery stages
  • Hybrid work in Overland Park, KS (Tue-Thu in office)
  • Practical experience with agile SDLC methodologies and tools such as Jira
  • Exposure to Salesforce and RPA platforms (for example, UiPath)
  • Previous experience at, or working closely with, a financial institution, fintech, or B2B payments company
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The Company
HQ: Overland Park, Kansas
808 Employees
Year Founded: 1980

What We Do

At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.

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