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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.
We are seeking a skilled and driven Platform Product Manager to join our team. This role is critical in shaping our Private Markets financial platform architecture, driving the product management function for our API strategy and standalone platform services, and building the technical foundation that supports all our product offerings. You'll create platform components that serve internal developers as well as standalone services that seamlessly integrate with and enhance our customer-facing applications. Leveraging five core pillars of a successful Platform Product Manager, you will work strategically and tactically to bring our platform strategy to life.
You Will:
- Utilize FinTech and platform expertise to deeply understand and communicate platform needs across internal teams, end users, partners, and external developers, defining technical value propositions that align with product roadmaps and business goals.
- Partner with cross-functional teams to identify platform requirements, API specifications, standalone service functionalities, and technical dependencies, collaborating on Minimum-Viable Platform Services (MVPs) and key technical enablers.
- Balance innovation with practicality in platform strategies, technical debt management, API design, and service development, using customer feedback, performance metrics, and industry standards to inform decisions.
- Create and evangelize industry practices around Security, API, and developer usage across multiple product lines, developing migration strategies for existing and new customers to adopt new platform components and technologies.
- Drive end-to-end accountability from product planning through delivery, ensuring platform capabilities are ready to sell, implement, recognize revenue, and drive customer adoption across all environments.
- Develop, document, and evangelize platform initiatives, API specifications, and integration frameworks with sequenced delivery plans, creating "Commit-to-Plan" milestones on release, quarterly, and annual timelines.
- Own and prioritize the platform backlog based on technical impact, user value, performance, scalability, and security, identifying reusable services and components that enhance operational efficiency and innovation velocity.
- Monitor development progress and proactively remove roadblocks, collaborating with engineering and product teams to deliver high-quality platform releases, embedded services, and developer tooling.
- Act as primary technical liaison across platform engineering, product teams, implementation specialists, and external partners, clearly articulating platform goals, capabilities, and technical updates to all stakeholder levels.
- Present platform strategies, roadmaps, architecture options, and integration patterns through compelling storytelling, creating comprehensive documentation for both end-users and developers in collaboration with cross-functional teams.
- Facilitate continuous feedback loops with all platform stakeholders to improve both developer and user experiences across embedded services and technical components.
- Develop and maintain platform roadmaps aligned with company objectives, user needs, and technology advancements, creating build-vs-partner strategies and advocating for licensing costs and delivery sequencing.
- Use data-driven insights to balance short-term wins with long-term investments, developing platform contracts, SLAs, and access models that ensure reliability, performance, and business alignment.
- Address critical platform considerations including security, compliance, user experience, scalability, monitoring, and disaster recovery, while identifying emerging technologies and competitive dynamics for future growth.
- Inspire platform engineering teams around technical vision and user-focused outcomes, fostering a culture of technical excellence, user-centric design, and API-first thinking.
- Influence executives and stakeholders to support platform investments and infrastructure improvements, collaborating with product managers to ensure seamless integration into broader product experiences.
You Have:
- Bachelor's degree in Computer Science, Engineering, or related technical field, or equivalent practical experience.
- 5+ years of experience in platform or technical product management, preferably in FinTech or enterprise SaaS environments.
- Demonstrated experience designing, building, and scaling both API ecosystems and user-facing platform services.
- Strong understanding of API design principles, microservices architectures, and modern software development practices.
- Experience creating embedded/standalone services that integrate with broader application experiences.
- Solid technical knowledge of RESTful APIs, authentication protocols, and integration patterns.
- Experience with both developer documentation and end-user experience design for platform components.
- Understanding of cloud infrastructure, scalability concerns, and performance optimization.
- Excellent communication skills, with the ability to translate complex technical concepts for various audiences.
- Experience with agile methodologies and cross-functional team collaboration.
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 Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
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