Product Manager (NYC)

Product Manager

We're hiring a Product Manager to help us build the future of automated document workflows at Heron. You'll own a product vertical end-to-end - from customer discovery to shipping features that eliminate hours of manual work for our customers every day. If you love talking to customers, shipping fast, and working at the intersection of AI and financial services, we'd love to hear from you.

The Opportunity

Every day, thousands of small businesses apply for funding. A broker emails over a stack of bank statements, tax returns, and application forms - sometimes scanned, screenshotted or photographed on someone's phone. A team of underwriters then spends hours doing the same manual review, over and over, all day, out of a shared inbox. If they're slow, they lose the deal to a competitor.

Heron automates that manual work. We read the emails, classify the documents, extract and enrich the data, run evaluation rules, and push decision-ready output straight into the customer's CRM - in minutes, not hours. 150+ funders, brokers, fintechs and insurers use us in production today. We're growing fast, with customers pulling us into new problems and verticals faster than we can staff them.

We're hiring a Product Manager to take ownership of one of our core verticals. You'll talk to customers, define what to build, ship it with engineering, and measure whether it's working. You'll have real influence over the roadmap and the autonomy to make calls. This is a hands-on IC role - no layers between you and the problem.

What You'll Do

• Own a product vertical end-to-end: Run discovery, write specs, prioritize the backlog, and work with engineering to ship improvements that customers love

• Be the voice of the customer: Build deep relationships with customers in your vertical, run regular feedback sessions, and translate their pain points into product opportunities

• Ship and iterate: Move fast, measure impact, and iterate. We care about outcomes, not output - a shipped feature that moves a metric beats a perfect spec that sits in a backlog

• Set product strategy: Build and present a clear product strategy grounded in customer data, competitive insight, and business impact

• Collaborate across the company: Work closely with engineering, deployment, sales, and customer success to make sure what we build lands well

What We're Looking For

• 2-4 years of experience in product management at a B2B SaaS company, or 2-3 years in a commercial generalist role before transitioning into tech or product

• You've shipped software products and can point to specific outcomes you drove

• You're comfortable with technical concepts - you can discuss APIs, data pipelines, and system architecture with engineers

• You're a structured thinker who can take ambiguous problems and break them into clear, actionable product decisions

• You have strong customer instincts, and you'd generally rather spend an hour with a customer than an hour in a planning meeting

Above all else, we value people who want to make an impact in their work. Here are some of the behaviors that we expect of all Herons:

• Scrappy and creative : when faced with an obstacle, you will either overcome it by pure determination (i.e., by hand), or find an unconventional approach or ‘hack’ to navigate it.

• Persistent : you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so. You’ll go the extra mile - including Flying to Gainesville - if that’s what it takes.

• Pilot not passenger: at a fast-growing company like Heron we need people who jump on opportunities unprompted and drive them to a great outcome, rather than folks who wait to be told what to do.

• Excited to work in a fast-paced, high-growth, team-based environment : we aim to move quickly and decisively, but together. You’ll be a great team player and do what it takes for the team to succeed.

What You Can Expect as a Heron

• Competitive compensation, including equity

• Based in-person in our NYC office, with occasional travel to customers (across the US and UK) and company retreats (in the US and UK)

• Your choice of top-of-the-line equipment to fit out your desk in our office

• Competitive benefits: health insurance; 401K; uncapped annual leave; parental leave

• Free mental health support via Spill - on-demand access to therapy

• Weekly company lunches (always inclusive and vegan-friendly - especially if you like Vietnamese food!)

• Applicants from any background and gender are welcome and we have a zero tolerance policy on discrimination

About the interview

• Initial conversation (20 minutes) - conversation to discuss what you're looking for, what Heron offers, and to see if there's a good fit.

• Take-home challenge (~3 hours) - a task which represents the work we would expect from you.

• Team interviews (~3 hours in total) - mix of technical and behavioral conversations with Heron teammates and founders. You'll get a feel for the people you'll work with and how we approach problems, and we'll get to know how you collaborate, communicate, and think. Sometimes split over 2 rounds

• References - 2 references from people you've worked with who can speak to your impact, working style, and contributions in a professional setting.

About Heron Data

We are Heron Data , a Series A stage company based in New York and London.

• At Heron, we use the latest advances in AI and LLMs to automate document processing. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info to execute workflows end-to-end for our customers. We serve a range of businesses including some of the world's largest fintechs, banks and other specialty finance companies, commercial insurers, and more.

• Our largest product automates underwriting for small business lenders and other specialty finance companies. We eliminate cumbersome manual processes and enable our customers to provide their services with much greater speed, precision, and fairness.

• We are a rapidly growing company with over 150 customers in financial services and beyond who trust us to be embedded in critical processes - without us, their businesses stop. We analyze tens of thousands of documents a day, including over 20 million individual bank transactions daily for our customers. We continue to grow into more segments and workflows: further into lending, banking, insurance. And we think there's much more we can do!

• We are a lean, scrappy and committed team with a flat structure and collaborative culture. Our team brings together a wealth of experience from great tech companies including Facebook, Spotify, Revolut and many other startups from around the world.

• With team members from five different continents, we embrace multiculturalism and diversity. From company events to everyday interactions, we make sure everyone feels welcome and accommodate all cultural and dietary requirements.

• Since our launch in September 2020, at the end of the S20 batch, we've experienced a lot of growth! Today, we serve over 150 customers. Read more about our mission here