Senior Product Manager

Join Us at PlanSource: Your Exciting Career Awaits!

At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

Role Overview

The Senior Product Manager is a seasoned individual contributor responsible for owning complex product areas and driving meaningful business and customer outcomes. Senior Product Managers at PlanSource operate at the intersection of strategy, execution, and user experience, translating company objectives into scalable, high‑impact product solutions that improve how people choose, use, and manage their benefits.

Operating with a high degree of autonomy, the Senior Product Manager sets product direction, leads sophisticated discovery and delivery efforts, and partners deeply with engineering, design, and business stakeholders. This role applies strong product judgment, data‑informed decision‑making, and AI‑enabled insights to solve complex problems and optimize product performance. The Senior Product Manager serves as a trusted product leader and prepares the incumbent for Lead or Principal Product roles.

Key Responsibilities 

Product Strategy & Product Area Ownership

• Own product vision, strategy, and roadmap for complex or high‑impact product areas.
• Translate company and portfolio strategy into clear product direction and prioritized initiatives.
• Identify, evaluate, and prioritize opportunities that balance customer value, business impact, and technical feasibility.
• Understand competitive landscape and ensure products are differentiated and aligned with PlanSource’s mission.

Advanced Product Discovery & Problem Solving

• Lead end‑to‑end product discovery using established frameworks (e.g., opportunity‑solution trees, design sprints, experimentation).
• Synthesize qualitative and quantitative inputs—including user research, client advisory feedback, support data, and market analysis—into clear product decisions.
• Define success metrics, hypotheses, and learning plans to guide solution development.
• Leverage AI tools to accelerate discovery by synthesizing research, identifying behavioral patterns, and supporting scenario analysis, while applying critical judgment and validation.

Product Delivery & Execution Leadership

• Partner closely with engineering and design leads in an agile environment to deliver high‑quality, scalable product outcomes.
• Own backlog prioritization, sequencing, and trade‑off decisions to maximize impact.
• Define clear product requirements, user stories, and acceptance criteria for complex features and initiatives.
• Partner with release management and operations to ensure smooth launches, adoption, and post‑release evaluation.

Data, Metrics & AI‑Enabled Insight

• Define, monitor, and analyze product performance metrics to assess outcomes and inform iteration.
• Use data to evaluate product success, uncover risks, and guide prioritization decisions.
• Apply AI‑enabled analytics tools to support trend analysis, experimentation insights, forecasting, and reporting, ensuring outputs are reviewed and responsibly applied.
• Translate insights into clear recommendations and narratives for stakeholders.

Cross‑Functional Leadership & Influence

• Partner with Product Marketing, Sales, Client Management, Operations, and Business Operations to align on product value and go‑to‑market strategy.
• Influence stakeholders across the organization through clear communication, strong reasoning, and product expertise.
• Communicate product strategy, progress, and outcomes to executive, technical, and non‑technical audiences.
• Serve as a role model for strong product thinking, collaboration, and ownership.

Process, Quality & Continuous Improvement

• Continuously evaluate and improve product development processes, discovery practices, and documentation standards.
• Use AI tools to support backlog refinement, documentation, and synthesis of inputs where appropriate, while retaining accountability for decisions.
• Promote a culture of experimentation, learning, and outcome‑driven delivery.
• Uphold and model PlanSource values, including curiosity, urgency, reliability, and service.

Success Indicators

• Product areas deliver measurable customer and business impact.
• Product strategy and roadmaps are clear, prioritized, and well aligned with company goals.
• Complex features and initiatives are delivered successfully and adopted by users.
• Product decisions are well reasoned, data‑informed, and clearly communicated.
• Cross‑functional partners experience strong, confident product leadership.
• Performance demonstrates readiness for Lead or Principal Product Manager responsibilities.

Preferred Qualifications

Experience & Education

• High School Diploma required.
• Bachelor’s degree in Business, Technology, Design, or a related field preferred.
• 7+ years of product management or related experience.
• Proven experience owning products through the full lifecycle, including discovery, delivery, and iteration.
• Experience in SaaS or technology environments; health benefits or HR technology experience preferred.

Skills & Abilities

• Strong product judgment and strategic thinking.
• Ability to break down complex problems and drive clear decisions.
• Advanced experience working with cross‑functional teams, including engineering, design, QA, and customer‑facing teams.
• Strong analytical skills and comfort working with data and metrics.
• Proficiency with product tools such as Jira, Confluence, or similar platforms.
• Effective and responsible use of AI tools to enhance discovery, analysis, and productivity.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to thrive in a fast‑paced, evolving environment.

At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.

• Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care. 
• Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage. 
• Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee-only vision premiums at $0.
• 401(k) with immediate vesting and a 50% company match up to 6% of contributions.
• Generous paid parental leave, adoption assistance, and fertility benefits.
• Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
• Mental health & wellbeing support, including Employee Assistance Program (EAP), movement and wellness resources.
• Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.

Top 5 Reasons to join PlanSource

#5: Be part of what’s next in benefits technology 

Join a company redefining how benefits work. Backed by Vista Equity Partners, PlanSource is continuously investing in innovation, bringing together AI, automation, and human insight to simplify complex processes and deliver real outcomes. This is your opportunity to build the future of benefits at scale.

#4: Make an impact with technology our customers trust 

Our platform powers some of the most complex benefits programs in the market, and our customers rely on us to get it right. From a unified benefits ecosystem to AI-driven decision support, everything we build is designed to deliver clarity, confidence, and measurable impact for the people who use it every day.

#3: Be recognized, supported, and set up to thrive

We believe great work deserves recognition and real support. From meaningful rewards and recognition programs to a comprehensive approach to employee support, we invest in helping our people perform at their best and feel valued along the way.

Recognized as a top workplace, PlanSource has earned multiple Great Place to Work certifications and numerous awards, including Best Company for Culture, Work-Life Balance, and Compensation, reinforcing our commitment to an exceptional employee experience.

#2: Grow your career with intention

At PlanSource, career growth doesn’t happen by accident. With a strong track record of internal mobility, structured development paths, and opportunities to take on new challenges, you’ll have the support and flexibility to build a career that evolves with you.

#1: Be part of a culture built on connection and impact

Our culture is rooted in connection, inclusion, and shared success. Guided by our S.O.U.R.C.E. values, we lead with service by putting others first, approach challenges with optimism, and act with urgency to drive meaningful outcomes. We hold ourselves accountable through reliability, continuously grow through curiosity, and operate with efficiency to maximize the impact of our work. Here, diverse perspectives are valued and they directly shape how we collaborate, innovate, and deliver an exceptional experience for our customers.

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.

If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.

Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com.  PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.

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