Own roadmap and delivery for data and finance initiatives: define data architecture and workflows, enable reporting and accounting, lead acquisition integrations and data migrations, translate finance operations into scalable software, and build a clean data and financial process engine to support reporting and automation.
Competitive Comp • Early Stage Equity
Austin, TX • Hybrid • Early Product-Team Hire
Equal Parts is building the operating system for the modern insurance agency. Through a combination of acquisitions, centralized operations, and proprietary technology, we're creating a platform that scales relationships, not headcount.
We're looking for a Senior Product Manager to own our Data & Finance workstreams. This person will work closely with Product, Engineering, Finance, and Operations to build the systems that power reporting, financial operations, acquisition integrations, and executive decision-making. Success in this role starts with building strong platform foundations that enable scalable reporting, operational workflows, and agentic workflows / automation.
What You'll Do- Own roadmap, requirements, and delivery for data foundation and finance-related initiatives
- Define the systems, workflows, and data architecture required to support reporting, accounting, commissions, carrier data, and operational processes
- Translate finance and operational workflows into scalable software solutions
- Participate in acquisition integration workstreams, including data migrations, reporting standardization, and operational tooling
- Own our clean data and financial process engine
- Make the platform agent-ready: instrument every step so automation can safely act on data it can trust.
Requirements
- 8+ years of product, operations, consulting, finance systems, or related experience
- Experience working directly with founders, executives, or business leaders
- Strong understanding of data architecture, data modeling, reporting systems, and operational workflows
- Experience with financial systems, accounting workflows, commissions, revenue operations, and business reporting
- Experience with BI tools, data warehouses, and analytics platforms
- Experience leading data migrations, system implementations, or acquisition integrations
- Experience in insurance, fintech, SaaS, or other operationally complex industries
- Experience designing for AI and agentic automation
- Genuine appetite for ambiguity — this is an early-stage role where you'll define the layer as you build it.
Benefits
For eligible employees - Equal Parts offers a comprehensive benefits package designed to support your health, well-being, and financial stability.
- Major Medical Health Insurance – Robust medical coverage with employer contributions toward premiums.
- Voluntary Benefits – Access to dental, vision, supplemental life, disability, accident, and other optional coverages.
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