Product Manager

Posted 9 Days Ago
New York City, NY
In-Office
Mid level
Artificial Intelligence • Fintech • Software • Financial Services • Automation
The Role
As a Product Manager at Preql, you'll lead product strategy for an AI financial data platform, conducting customer research, defining roadmaps, writing requirements, and collaborating with leadership to drive product success and adoption.
Summary Generated by Built In
Product Manager

About Preql

Preql is building the AI-powered financial data platform for the modern enterprise. We're developing agentic AI workflows that help finance teams clean, transform, and structure their data without writing code. Think "Lovable.com for data pipelines" - just as website builders help users refine ideas into working apps, Preql helps users refine messy, fragmented financial data into production-ready workflows using natural language.

Our customers include media companies, media networks, retailers, and manufacturers who need reliable metrics and automated reporting. The company is backed by tier 1 venture firms and previous data company founders.

The Role

We're seeking a Product Manager to work directly with our CEO (Founder) and CTO in defining and building the product strategy for our AI financial data platform. You'll be the voice and flagbearer of the customer, translating finance team pain points into products that you and your engineering counterpart will build together.

What You'll Own:

  • Customer research and discovery - Lead interviews with finance teams to understand their data workflows and pain points

  • Product strategy and roadmap - Define feature priorities based on customer needs and business objectives

  • Product requirements - Write detailed specs and user stories for implementation

  • Go-to-market planning - Work with leadership on positioning, pricing, and launch strategies

  • User experience design - Define workflows and interfaces that make complex data transformations intuitive

  • Competitive intelligence - Track the data tooling landscape and identify market opportunities

Key Responsibilities:

  • Conduct regular customer interviews and synthesize insights into actionable product requirements

  • Own the product roadmap and feature prioritization process

  • Write PRDs and work with engineering to continually prioritize feature backlog

  • Participate in customer demos and sales calls to gather real-time feedback

  • Define success metrics and track product adoption and user satisfaction

Requirements

Product Foundation:

  • 3+ years of product management experience, preferably in B2B/enterprise software

  • Track record of taking products from concept to market with measurable success

  • Experience conducting customer research and translating insights into product strategy

  • Strong written communication skills for creating clear, actionable product specifications

  • Experience working with engineering teams in agile environments

Domain Knowledge:

  • Strong interest in agentic AI workflows, tools, and software

  • Understanding of data workflows, analytics, or business intelligence tools

  • Familiarity with finance/accounting processes and common data challenges

  • Experience with enterprise software adoption and change management

  • Knowledge of compliance and audit requirements in business contexts

Collaboration Style:

  • Comfortable working directly with customers and translating their needs into technical requirements

  • Ability to work closely with founders on strategic decisions while owning tactical execution

  • Experience managing stakeholder expectations and communicating product decisions

Strong Advantages

Nice-to-haves, but not strict requirements.

  • 0→1 Experience: Evidence of manifesting ideas into product

  • Financial Software Experience: Background with NetSuite, QuickBooks, ERP systems, or other finance tools

  • Data Platform Knowledge: Experience with modern data stack tools (dbt, Snowflake, etc.)

  • AI/ML Product Experience: Previous work on ML-powered products or AI integrations

  • Enterprise Sales: Understanding of enterprise sales cycles and customer procurement processes

  • Technical Background: Ability to work closely with engineers and understand technical constraints

What Makes This Role Special

You'll define how AI transforms enterprise data workflows from the ground up. Working directly with leadership means your product decisions have an immediate impact on company direction and customer success.

Impact: Your research and strategy directly affects how AI technologies fit where the market is going
Growth: Opportunity to build/lead the product organization as the product portfolio expands
Learning: Deep exposure to cutting-edge AI applications with direct access to customer feedback loops

Team & Culture

Small, focused founding team where your voice shapes company direction immediately. Direct access to customers, rapid iteration cycles, and well-funded runway to build something significant.

You'll work closely with our founder/CEO on strategy and vision, while collaborating with our engineering team and CTO on technical feasibility and implementation.

Next Steps

Ready to define the future of how finance teams work with data? Send us a 50-word note introducing yourself and why this role is interesting to you. Additionally, send us examples of products you've built from customer insight to market success, especially anything involving data tools, AI products, or enterprise software.

Top Skills

AI
Cloud Platforms
Data Workflows
Dbt
Erp Systems
NetSuite
Quickbooks
Snowflake
Software
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The Company
HQ: New York, New York
21 Employees
Year Founded: 2022

What We Do

Preql is the AI-powered data platform built for modern finance teams. It unifies financial and operational data, automates reconciliation, and delivers clean, reliable reporting—without needing engineers or ripping out your ERP stack. Preql makes it simple to answer critical questions about profitability and performance across teams, products, or markets, all from a single source of truth your whole company can trust.

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