Addepar - Sr. Product Manager, Integrations
Requirements
• Extensive experience in Product Management, navigating the product lifecycle to deliver scalable features, SaaS product, or technical integrations. • You bring technical literacy and feel comfortable reviewing API specifications and engaging with engineers to support technical discovery. • You enjoy turning complex backend data flows into intuitive, user-friendly client experiences that save users time and simplify their work. • You are experienced in leveraging AI technologies to streamline traditional integration workflows. • You are a creative problem solver who iterates, experiments, and learns from data. You are able to adapt your approach to find the best path forward for your team and the product. • You collaborate effectively with designers and engineers. You are comfortable discussing technical challenges and design patterns. You thrive in a cross-functional environment where the partnership between Product, Engineering, and Design is key to your success. • You excel at articulating the why behind every feature. You empower stakeholders and go-to-market partners with the narrative they need to effectively communicate value to our clients. • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• Build a deep understanding of our CRM and Custodial Document workflows, learning how RIAs rely on Addepar’s integration ecosystem for their daily operations. • Partner with cross-functional engineering, design, and partnership teams to author a clear roadmap focused on Salesforce and key custodian partners. • Translate high-level business goals into well-defined product requirements, user stories, and acceptance criteria that empower engineering teams to deliver features with confidence. • Focus on scaling custodial document workflows and enabling self-service onboarding and ongoing integration management for Salesforce users. • Identify and explore opportunities to integrate AI-driven capabilities into data mapping, setup, and document workflows to simplify the user experience and reduce manual effort. • Engage comfortably with technical teams during discovery to review API specifications, data schemas, and webhooks to ensure integration viability. • Monitor key platform health metrics, adoption rates, and client feedback to continuously refine integration performance and stability. • Engage directly with internal client-facing teams and user feedback channels to identify user pain points and validate feature enhancements.
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