InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
Are you passionate about solving customer problems, learning the craft of product management, and contributing to impactful results? At InvestorFlow, we are creating end-to-end, engaging experiences that tailor Investor, Fund-Centric Relationship Management and Digital Engagement for Capital Markets. The company is strategically positioned to leverage #AgenticAI as a differentiator to enable Raising Capital, Deploying Capital, and Servicing Investor Relationships across Private Equity, Private Capital, and Real Estate. We are seeking a motivated and driven Associate Product Manager to join our team. This role supports our product team in aligning cross-functional priorities and delivering exceptional value to our customers. Working closely with senior product managers, you will develop your skills across five core pillars of product management while contributing tactically to bring our product strategy to life.
You Will:
- Support market research efforts to understand customer needs and pain points, contributing to product value propositions that align with business goals and revenue targets (ARR, NRR).
- Assist senior product managers in identifying Minimum-Viable Products (MVPs), value-based target outcomes, and key “Jobs-To-Be-Done” across assigned product areas.
- Help gather and analyze customer surveys, RFPs, and product analytics to understand customer motivations and behaviors, supporting data-driven product requirements.
- Partner with UX/UI designers to deliver intuitive and delightful user experiences.
- Develop, document, and evangelize product initiatives and features as well as sequence delivery plans to ensure scalable growth or create operational efficiencies for customers and in line with company business goals. (Product Board)
- Drive product planning and create “Commit-to-Plan” product milestones across strategies, initiatives, and features on a release, quarterly, and annual basis.
- Own the product backlog, prioritizing features and initiatives based on impact, outcomes, feasibility, customer needs, revenue targets, and innovation.
- Collaborate with engineering teams to ensure timely delivery of high-quality product releases, always shepherding and evangelizing key priorities.
- Monitor product development progress, proactively removing roadblocks and ensuring smooth execution to ensure the product is introduced to the market as intended.
- Demonstrate accountability from committed product plans through product delivery, including capabilities available to sell (demonstrate), implement (to new and existing SAAS environments), recognize revenue, and drive customer adoption and stickiness.
- Serve as a key contributor across cross-functional teams, including design, engineering, marketing, sales, support, and implementation teams.
- Help prepare and communicate product updates and priorities for stakeholder reviews across weekly, monthly, and quarterly cadences.
- Contribute to “Tell-A-Story” presentations on product roadmaps, design options, and delivery plans for internal and external audiences.
- Help facilitate feedback loops with customers and internal teams to continuously improve the product.
- Assist in maintaining the product roadmap by gathering inputs, tracking progress, and ensuring alignment with company objectives.
- Use data-driven insights to support product decisions, learning to balance short-term wins with long-term investments.
- Support the tracking and reporting of Service Level Agreements (SLAs) to ensure reliability and performance commitments.
- Help ensure product considerations are documented across initiatives—including supportability, risk, frictionless experiences, impact, and feasibility—and contribute inputs for sales cycles and customer implementations.
You Have:
- Bachelor’s degree in Business, Engineering, Computer Science, or related field, or equivalent practical experience.
- 1–3 years of product management, business analysis, or related experience, preferably in FinTech, enterprise SaaS, or B2B environments with exposure to product strategy, roadmaps, and delivery processes.
- Foundational customer research and market analysis skills with familiarity in data-driven product decisions, product backlogs, and agile development processes.
- Demonstrated ability to collaborate cross-functionally across teams and departments.
- Developing business acumen with interest in product analytics, SaaS metrics (ARR, NRR, churn), and revenue fundamentals.
- Strong communication skills with ability to participate in customer interactions and help translate needs into product requirements.
- Interest in Financial Services, particularly capital markets, investment management, or private equity workflows.
- Exposure to building or supporting products for multiple user personas, SaaS business models, CRM systems, or relationship management platforms.
- Curiosity about emerging FinTech technologies and the tools and technology used to expedite and streamline product delivery.
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit
www.investorflow.com.
