Product Manager - Inventory Management
Location: Mountain View, US
Everest is seeking professionals with inventory and supply chain experience who are interested in transitioning into a product management role focused on building modern inventory management solutions. We believe that knowledgeable domain experts are best suited to define requirements and build solutions that address the everyday needs of ERP users, ultimately enhancing the quality of their work.
The core responsibility of an Inventory Product Manager (PM) is to translate complex inventory management requirements into feature definitions and models that the development team can implement in the ERP product. You will leverage your functional knowledge to effectively explain feature requirements to developers. This role is ideal for someone who thrives in a collaborative environment, enjoys working with technology, and is passionate about delivering software products that users love. You should be comfortable in a fast-paced environment, able to work at both a user and systems level, and maintain a strong focus on outcomes. As an Inventory PM, you will play a significant role in shaping the inventory roadmap and guiding the product from 0 to 1.
Responsibilities
- Define Market and Customer Needs: Analyze and interpret customer requirements to determine necessary inventory management capabilities, including manufacturing, tracking, shipping, and receiving workflows.
- Influence Inventory Roadmap: Help define and prioritize the inventory product roadmap based on user needs, industry trends, and business strategy.
- Collaborate on Feature Development: Work closely with design and development teams to conceptualize, prototype, and implement inventory management features.
- Guide Feature Implementation: Ensure that inventory-related features align with best practices and industry standards.
- Support Testing & QA: Collaborate with QA teams to ensure comprehensive coverage in acceptance and regression testing.
- Assist with Documentation: Help create clear, customer-facing documentation for new inventory features.
- Communicate Business Value: Articulate the business value of inventory product capabilities to executive management, sales teams, and customers.
- Stay Informed on Market Trends: Maintain a general understanding of current inventory management, supply chain, and ERP software trends.
Skills and Experience
- Communication Skills: Excellent verbal and written communication skills.
- Inventory & Supply Chain Knowledge: Experience in inventory management, shipping and receiving, cost accounting, and general supply chain processes.
- Product Mindset: Passion for building technology products that enhance operational efficiency.
- Technology Enthusiasm: Interest in modern software development practices and ERP systems.
- Self-Discipline and Motivation: Ability to be productive in a globally distributed team through self-discipline and self-motivation.
- Adaptability: Comfortable working in a fast-paced environment with a strong focus on outcomes.
- Collaboration: Enjoys working with cross-functional teams, including engineering, design, and QA.
- Bonus Experience: Knowledge of demand planning, bill of materials, or related inventory optimization concepts is a plus.
Professional Services Consultant
Location: Mountain View, US
Everest is seeking ERP consulting professionals who are interested in implementing a novel and modern financial system. As a Consultant, you will manage complex consulting projects for Everest customers – planning, designing, and tracking all aspects of delivery. You will analyze interesting industry problems, build thoughtful solutions, and develop close working relationships with stakeholders to deliver realizable value, at the forefront of financial and operational innovation in the SaaS/Software industry
Responsibilities
- Take ownership of our customers' requirements and challenges from start to finish, ensuring their success using Everest technology
- Lead requirements-gathering sessions to understand customers’ ERP needs and challenges. Offer guidance and direction to ensure that the implementation
configurations are designed with an operational best practices in mind that can scale with the customer as the customer grows
- Be a trusted client contact for operational questions, developing the relationship through face-to-face and remote discussions, workshops, phone, and email contact
- Collaborate with internal stakeholders including pre-sales teams to ensure proper requirements and solution design handoff, and with product management
and development teams to communicate relevant enhancements that are impactful to customer implementations and success
- Develop a methodology to deliver Everest on a short time horizon to minimize ERP implementation overhead for the customer
- Train and mentor customers who are working with Everest or are new to ERP implementations
- Lead customer testing and UAT sessions
- Manage project risks and develop contingency plans as necessary
- Deliver post go-live configuration changes.
Skills and Experience
- Excellent communication skills, both verbal and written
- 5+ years of of hands-on ERP experience including at least 3 years of full cycle ERP implementation experience with one or more of the following: NetSuite, SAP, Oracle, Workday
- Experience in corporate accounting or finance role a plus
- Experience implementing ERP for customers with subscription and/or consumption models in the SaaS/Software industry
- Enthusiastic about new technology and its transformational abilities
- Ability to be productive in a globally distributed team through self-discipline and self-motivation
- Located in the Bay Area
Revenue Accounting Product Manager
Location: Mountain View, US
Revenue Accounting Product Manager Job Description
Everest, a leading ERP company, is seeking skilled accounting and finance professionals who are interested in transitioning into a product management role focused on building modern financial systems. We believe that knowledgeable domain experts are best suited to define requirements and build solutions that address the everyday needs of ERP users, ultimately enhancing the quality of their work.
The core responsibility of a Revenue Accounting Product Manager (PM) is to translate complex revenue accounting requirements into feature definitions and models that the development team can implement in the ERP product. You will leverage your detailed functional knowledge to explain feature requirements to developers effectively. This role is ideal for someone who thrives in a collaborative environment, enjoys working with technology, and is passionate about delivering software products that users love. You should be comfortable in a fast-paced environment, able to work at both a user and systems level, and maintain a strong focus on outcomes.
Responsibilities
- Translate Market and Customer Needs: Analyze and interpret customer requirements to determine appropriate revenue recognition treatment in accordance with ASC 606 into product requirements and definitions.
- Support Accounting Principles: Ensure that the product supports underlying accounting principles and processes in accordance with US Generally Accepted Accounting Principles (GAAP).
- Collaborate on Feature Ideas: Work with the design team on feature ideas and prototypes to bring potential solutions to life.
- Guide Feature Development: Collaborate with development and other PM team members to guide feature development and prioritization.
- Work with QA: Partner closely with QA to ensure comprehensive coverage on acceptance and regression testing.
- Assist Documentation Team: Help the documentation team create customer-facing documentation for new features.
- Communicate Business Value: Convey the business value of specific product capabilities to executive management and the sales team.
- Understand Market Trends: Maintain a general understanding of the current ERP financial software market and competitors.
Skills and Experience
- Communication Skills: Excellent verbal and written communication skills.
- Accounting Experience: 2-3 years of public accounting experience plus an additional 2-3 years in a corporate accounting or finance role. Extensive experience with the Quote to Cash (Q2C) process. In-depth knowledge of ASC 606 and other revenue recognition standards.
- Professional Certification: CPA or equivalent certification is preferred.
- Educational Background: Bachelor's degree in Accounting, Finance, or a related field.
- Financial Software Knowledge: Direct experience with financial software and a deep understanding of accounting processes.
- Technological Enthusiasm: Enthusiastic about new technology and its transformational abilities.
- Self-Discipline and Motivation: Ability to be productive in a globally distributed team through self-discipline and self-motivation.
- Adaptability: Comfortable working in a fast-paced environment with a strong focus on outcomes.
- Collaborative Spirit: Enjoys heavy collaboration and teamwork.
Account Executive
Location: Mountain View, US
As an Account Executive at Everest, you’ll be instrumental in our mission to transform ERP technology for SaaS companies. Partnering closely with our senior leadership, you’ll build and execute a GTM strategy that positions Everest as the ERP of choice for high-growth SaaS businesses. This is a unique opportunity to get in early and shape the sales foundation at a rapidly growing startup. Your work will directly impact the growth and trajectory of Everest, with high visibility and opportunities to influence product development. If you thrive in a dynamic, fast-paced environment and enjoy building from the ground up, this role offers the chance to impact the future of SaaS financial software. Join us and be part of a team that’s not just winning customers but transforming an industry.
Sales Development Representative
Location: Mountain View, US
As a Sales Development Representative at Everest, you’ll play a vital role in our mission to revolutionize ERP technology for SaaS companies. Working closely with senior leadership and the sales team, you’ll engage prospects, qualify leads, and build a strong pipeline that positions Everest as the ERP solution for high-growth SaaS businesses. This is a unique opportunity to join early as the Founding SDR to help define our processes and tools. Your efforts will directly drive Everest’s growth, providing high visibility and the chance to make a real impact. If you’re proactive, thrive in a fast-paced environment, and are excited about building something from the ground up, join us on a journey to transform an industry.
Business Application Developer
Location: Heidelberg, Germany
Company
Everest Systems is a dynamic and forward-thinking startup established in 2020. We are developing the next generation ERP, purpose built for SaaS. Backed by renowned investors, our founders are visionary leaders in the business and enterprise software sector. Our team of approximately 130 highly talented professionals is spread across our offices in Palo Alto (USA), Heidelberg (Germany), London (UK) and Porto Alegre (Brazil).
Join us on our mission to revolutionize the business software industry!
Your Role
As an AI Business Application Developer, you will be at the forefront of creating cutting-edge business applications using our AI-driven development process, built on top of our Business Operating System.
Your tasks will include:
- Develop state-of-the-art software components using advanced artificial intelligence services.
- Drive the full cycle of AI-enabled software engineering, including design, development, testing, and deployment.
- Collaborate with design and product teams to define features and enhancements that meet the needs of both current and future customers.
Requirements
- Educational Background: University degree in computer science or a related field.
- Technical Skills: Proficiency in modern programming languages such as Typescript, Rust, or Python.
- Mindset: Strong inclination towards leveraging AI to enhance development speed and efficiency throughout the software development lifecycle.
- Domain Interest: Enthusiasm for working with business, accounting, and financial software.
- Communication: Fluency in English, with strong communication and teamwork abilities.
- Work Ethic: Reliable and meticulous approach to work, with a high degree of quality awareness and business acumen.
Our offer
- Compensation: Competitive salary and company shares.
- Work Environment: An international team within a highly motivating and ambitious setting.
- Culture: Flat hierarchies, short communication channels, and quick decision-making.
- Impact: A significant role in shaping the next-generation enterprise software stack, with challenging and fulfilling tasks.
Why Join Us?
Do you aspire to be part of the next big thing in the business software industry? Are you looking for a role with real impact, free from bureaucratic hurdles? Are you excited about pioneering AI utilization in ways never seen before? If so, we would love to discuss how you can join our mission and make a substantial impact on an exciting project.
If we have sparked your interest, let’s have a chat about how you can become a part of our journey.
Professional Services Leader
Location: Mountain View, US
Everest is seeking its first leader to oversee the delivery of Everest implementations to clients. As a leader, you will operate as a player/coach, by managing projects, as well as coaching team members on complex solutions for Everest customers – planning, designing, and tracking all aspects of delivery. You will analyze interesting industry problems, build thoughtful solutions, and develop close working relationships with stakeholders to deliver realizable value, at the forefront of financial and operational innovation in the SaaS/Software industry
Responsibilities
- Collaborate with internal leaders including sales to ensure proper requirements and solution design handoff, and with product management and development teams to communicate relevant enhancements that are impactful to customer implementations and success
- Develop a methodology to profitably deliver Everest on a short time horizon to minimize ERP implementation overhead for the customer
- Train and mentor Everest consultants and later partners who are working with Everest or are new to ERP implementations
- Take ownership of our customers' requirements and challenges from start to finish, ensuring their success using Everest technology
- Lead requirements-gathering sessions to understand customers’ ERP needs and challenges. Offer guidance and direction to ensure that the implementation configurations are designed with an operational best practices in mind that can scale with the customer as the customer grows
- Be a trusted client contact for operational questions, developing the relationship through face-to-face and remote discussions, workshops, phone, and email contact
- Lead customer testing and UAT sessions
- Manage project risks and develop contingency plans as necessary
Skills and Experience
- Excellent communication skills, both verbal and written
- 10+ years of of hands-on ERP experience including at least 7 years of full cycle ERP implementation experience with one or more of the following: NetSuite, SAP, Oracle, Workday
- Experience implementing ERP for customers with subscription and/or consumption models in the SaaS/Software industry
- Experience working in both consulting and software companies a plus
- Creative and out-of-the-box thinking to apply new technology and challenge traditional views and approaches of ERP implementations
- Ability to be productive in a globally distributed team through overcommunication, self-discipline and self-motivation
- Located in the Bay Area
Product Manager
Location: Mountain View, US
Everest is seeking professionals with experience in software implementation, and ERP solutions, who are interested in transitioning into a product management role focused on building modern solutions. We believe that domain experts with hands-on experience are best suited to define requirements and build solutions that directly address the operational needs of our users, ultimately enhancing their productivity.
The core responsibility of a Product Manager (PM) is to translate complex requirements into feature definitions and models that the development team can implement in the ERP product. You will leverage your technical knowledge to effectively explain feature requirements to developers, ensuring seamless integration and functionality. This role is ideal for someone who thrives in a collaborative environment, enjoys working with technology, and is passionate about delivering software products that users find intuitive and efficient. You should be comfortable in a fast-paced environment, able to work at both a technical and strategic level, and maintain a strong focus on outcomes. As a PM, you will play a significant role in shaping the roadmap and guiding the product from concept to execution.
This role will support the Record to Report and Procure to Pay teams and will report to the Director of Product Management
Responsibilities
- Define Market and Customer Needs: Analyze and interpret customer requirements to determine necessary system functionalities, such as integration capabilities, data flows, and automation requirements.
- Influence Roadmap: Help define and prioritize the product roadmap based on user needs, industry trends, and business strategy.
- Collaborate on Feature Development: Work closely with design, development, and engineering teams to conceptualize, prototype, and implement features that align with the broader ERP solution.
- Guide Feature Implementation: Ensure that features adhere to best practices, industry standards, and the overall technical architecture.
- Support Testing & QA: Collaborate with QA teams to ensure comprehensive testing coverage for all related functionalities, from acceptance to regression testing.
- Assist with Documentation: Help create clear, user-friendly documentation for new features, ensuring both internal and customer-facing stakeholders are well informed.
- Communicate Business Value: Articulate the business value of product capabilities to executive management, sales teams, and customers, emphasizing how these features enhance operational efficiency and decision-making.
- Stay Informed on Market Trends: Keep up to date with the latest trends and market needs around the areas of the ERP, and ensure the product remains competitive and innovative.
Skills and Experience
- Communication Skills: Strong verbal and written communication skills, with the ability to translate technical requirements into clear, actionable instructions.
- Domain Knowledge: Proven expertise in domain areas such as record-to-report and procure-to-pay, including procurement, payments, and accounting.
- Product Mindset: Passion for building technology products that improve operational efficiency and user experience.
- Technology Enthusiasm: Interest in modern software development practices, system integration, and ERP systems.
- Self-Discipline and Motivation: Ability to work independently in a globally distributed team, demonstrating self-motivation and a focus on outcomes.
- Adaptability: Comfortable working in a fast-paced environment, with the ability to pivot and prioritize based on changing needs and deadlines.
- Collaboration: Enjoys working with cross-functional teams, including engineering, design, and QA to deliver integrated solutions.
- Bonus Experience:
- Experience with cloud-based software or SaaS platforms.
- Knowledge of enterprise resource planning (ERP) modules and system integrations.
- Familiarity with web development and data architecture.
- Has product management experience
UI Developer
Location: Porto Alegre, Brazil
What you get to do
- You’ll join a collaborative, globally distributed team to redefine how front-end interfaces are built in the enterprise software space.
- You’ll help develop a robust, reusable component framework in React that powers Everest’s ERP platform—and empowers customers to build their own custom UIs using the same tools.
- You’ll work at the architectural level of UI development, crafting elegant abstractions that simplify the creation of complex user experiences.
- You’ll collaborate closely with a US-based design team and engineers across product lines to ensure alignment, accessibility, and ease of use.
- You’ll contribute to a front-end “engine” that enables teams to assemble full screens from a library of composable, maintainable components.
What you need
- A passion for UI architecture and design systems—you care about consistency, scalability, and elegant code.
- Strong experience building reusable React components and front-end frameworks in TypeScript.
- Comfort partnering with designers and engineers to translate product needs into scalable UI solutions.
- Clear and effective communication across disciplines and time zones.
- A strong understanding of accessibility, performance, and maintainable front-end patterns.
- Enthusiasm for working in a hybrid environment (Brazil-based) with distributed teams.
- Fluency in English is essential.
What you’ve already done
- 2–5 years of front-end development experience using React and TypeScript.
- Designed and built extensible UI component libraries used across multiple products.
- Worked in cross-functional teams that include design, engineering, and product stakeholders.
- Contributed to projects where developer experience, reusability, and clean architecture were top priorities.
- (Optional but valuable): Experience with enterprise applications or customer-facing component frameworks.
Hybrid working policy with three days on site in our Porto Alegre office.
Application Developer for Inventory Management
Location: London, UK
At Everest Systems, we’re transforming how enterprises manage inventory, warehousing, and logistics within their ERP environments. As an Application Developer focused on Inventory Management, you’ll be at the forefront of that transformation, designing smart, AI-assisted features that power real-world supply chains. You’ll collaborate with talented engineers and product leaders to build intuitive, high-performance tools for everything from stock tracking and shipping logistics to barcode integration and freight optimization. If you’re passionate about clean code, seamless user experiences, and innovating with cutting-edge AI tools, we want to hear from you.
What you get to do
- Develop, implement, and maintain application features within our ERP system, specifically for inventory, warehouse, and freight management.
- Collaborate with product managers and other engineers to define requirements and deliver high-quality solutions.
- Write clean, efficient, and well-documented code, utilizing AI-assisted development tools such as Windsurf, Augment, Claude Code, or similar platforms.
- Participate in code reviews and contribute to a collaborative development environment.
- Debug and troubleshoot issues, ensuring the stability and performance of our applications.
- Contribute to the continuous improvement of our development processes and tools, with a focus on leveraging AI to enhance productivity and code quality.
What you need
- Bachelor's Degree in Computer Science or a related technical field, or equivalent practical experience.
- Proven experience in ERP development.
- Strong understanding and experience with inventory management, warehouse management, and freight management processes and systems, including but not limited to:
- Stock tracking and optimization
- Order fulfillment (picking, packing, shipping)
- Receiving and put-away processes
- Warehouse layout and slotting
- Logistics and transportation planning
- Returns management
- Barcode and RFID integration
- Proficiency in coding languages such as TypeScript, JavaScript (React), or Python.
- An eagerness to adapt and integrate new AI-assisted development tools into your workflow.
- Experience building customer-facing products.
- Strong problem-solving skills and attention to detail.
- Excellent communication and teamwork abilities.
- Fluency in English.
What you have already done
- 3+ years experience as a SWE
- A Bachelor's Degree in Computer Science or a related technical field, or equivalent practical experience
- An understanding of application lifecycle and the implications for an application platform running in production in the cloud is beneficial, but not necessary.
- Significant experience with ERP systems, specifically in developing and managing features related to inventory, warehouse and logistics.
- Experience gathering requirements or feedback directly from end-users is beneficial.
Infrastructure Engineer
Location: Porto Alegre, Brazil
At Everest, our Infrastructure team designs, builds, and operates the foundational systems that power our cloud-native platform. As an Infrastructure Engineer, you’ll play a pivotal role in shaping the systems that support application development, deployment, and scalability across the company. From cloud infrastructure to CI/CD pipelines, you’ll help create the automation and tooling that enable our teams to deliver quickly and reliably.
You’ll join a collaborative, globally distributed team focused on performance, reliability, and developer empowerment. Together, we build and maintain critical infrastructure components: container orchestration via Kubernetes, infrastructure as code using Terraform, observability and logging systems, and robust deployment workflows using GitHub Actions and similar tools. You’ll work closely with product engineers to improve delivery pipelines, streamline releases, and enable rapid iteration without compromising on stability or security.
If you thrive in fast-paced environments, enjoy solving deep technical challenges, and want to shape the systems that developers rely on every day, we’d love to hear from you.
Hybrid working policy with three days on site in our Porto Alegre office.
What you get to do
- You’ll work with a world-class team of engineers to build and maintain the cloud infrastructure that powers Everest’s next-generation ERP platform.
- You will design and implement reliable infrastructure as code solutions using Terraform, supporting scalable deployment across AWS and Google Cloud.
- You’ll develop and manage CI/CD pipelines, enabling fast, safe, and repeatable application delivery across a multi-service ecosystem.
- You’ll own Kubernetes-based container orchestration, ensuring seamless application operation in production.
- You’ll collaborate with engineers across the company to develop automation tools that improve developer velocity and system reliability.
- You’ll contribute to shaping our infrastructure roadmap, helping prioritize and plan
- improvements in our deployment architecture, observability, and platform resilience.
What you need
- A passion for building robust systems and automating everything. You love optimizing performance and eliminating toil.
- Strong ownership mindset, you’re excited to take the lead on infrastructure initiatives and drive them to completion.
- Excellent scripting and automation skills with Bash or Python.
- Familiarity with CI/CD pipelines (GitHub Actions, GitLab CI, Jenkins, etc.) and Git workflows.
- Hands-on experience with containerization (Docker) and Kubernetes cluster management.
- A solid understanding of cloud platforms like AWS or GCP.
- Clear, concise communication skills—able to collaborate effectively with engineers, PMs, and stakeholders across time zones.
What you’ve already done
- 2+ years of experience working as a DevOps, Platform, or Infrastructure Engineer.
- Written and maintained infrastructure-as-code using Terraform or similar tools.
- Managed production-grade systems on AWS, GCP, or Azure.
- Deployed and operated services in Kubernetes clusters.
- Built or maintained automated deployment workflows in CI/CD pipelines.
- (Optional but valuable): Experience with Golang development, observability stacks, or ERP platforms.
Platform Developer
Location: Porto Alegre, Brazil
Role: Platform Software Engineer
At Everest, our Platform team builds the core framework that enables fast and consistent business application development. As part of this team, you’ll help shape the Everest platform—a flexible and evolving foundation used across the company to deliver high-quality features to our customers. We focus heavily on improving the developer experience, building the tooling, abstractions, and infrastructure that empower teams to move faster with confidence.
You’ll join a multidisciplinary team spread across Brazil and Germany, tackling a wide range of engineering challenges: API design and handling, backend/frontend communication, status and draft management, process modeling, translation support, performance optimizations, developer tooling, among others. If you thrive on technical variety, enjoy building foundational systems used by many, and want to create tools that elevate how developers build software, we’d love to hear from you.
Hybrid working policy with three days on site in our Porto Alegre office.
What you get to do
- Work with an incredible team of world-class engineers to build and evolve the core framework that powers application development across the Everest ERP platform.
- Develop the foundational tooling, abstractions, and infrastructure that enable developers to build and ship high-quality features quickly and consistently.
- Design and maintain platform-level capabilities such as API design and handling, backend/frontend communication, status and draft management, and process modeling.
- Optimize performance and build developer-centric tooling that enhances velocity and confidence.
- Collaborate closely with a multidisciplinary team of 6 engineers (3 in Germany, 3 in Brazil) on feature development, scalability, and architecture decisions.
- Help define and refine the internal developer experience by identifying friction points and building elegant solutions.
- Work closely with Product Managers and application developers to plan and deliver on impactful platform initiatives.
What you need
- A passion for building tools and systems that empower other engineers.
- Strong software engineering fundamentals and fluency in TypeScript.
- A collaborative mindset and willingness to work with teammates across time zones.
- Strong problem-solving and debugging skills across the stack.
- Experience designing APIs, managing state and data lifecycles, or developing internal tools.
- Comfort working on both frontend and backend systems.
- Clear and concise communication skills, especially in remote and asynchronous settings.
- Experience with modern development workflows and version control (Git).
- Familiarity with performance profiling, scalability concerns, and developer tooling best practices is a plus.
- Bonus: experience with internationalization, process modeling, or status/draft systems.
What you’ve already done
- 2+ years of experience as a Software Engineer, ideally building platform-level features or tools.
- Built or contributed to systems that serve other developers, such as frameworks, internal SDKs, or dev tooling.
- Worked in an agile, remote-first team environment.
- Shipped production software in a modern web stack.
- Experience in early-stage or startup environments is a plus.
- ERP experience is beneficial, but not required.
Product Manager - Professional Services
Location: Mountain View, US
Everest is seeking professionals with backgrounds in professional services and project management experience who are interested in product management roles focused on building modern PSA solutions. We believe that knowledgeable domain experts are best suited to define requirements and build solutions that address the everyday needs of professional services organizations, ultimately enhancing the quality of their service delivery.
The core responsibility of a PSA Product Manager is to translate complex professional services workflows into feature definitions and models that the development team can implement in our platform. You will leverage your functional knowledge to effectively explain feature requirements to developers while also serving as a product evangelist who can sell the vision to prospects and customers. This role is ideal for someone who thrives in a collaborative environment, enjoys working with technology, is passionate about delivering software products that users love, AND has strong sales acumen. You should be comfortable in a fast-paced environment, able to work at both operational and strategic levels, and maintain a strong focus on outcomes. As a PSA PM, you will play a significant role in shaping the product roadmap, guiding the product from 0 to 1, and directly driving customer adoption.
Responsibilities
- Define Market and Customer Needs: Analyze and interpret customer requirements to determine necessary PSA capabilities, including project management, resource planning, time tracking, billing, and client relationship workflows.
- Influence PSA Roadmap: Help define and prioritize the product roadmap based on user needs, industry trends, and business strategy across the professional services landscape.
- Drive Customer Adoption: Work directly with prospects and early adopters to convert them to customers, establish strong relationships, and gather feedback to drive product improvements.
- Enable Field Teams: Collaborate closely with sales teams to develop compelling product narratives, create sales artifacts, and provide technical expertise during customer engagements.
- Collaborate on Feature Development: Work closely with design and development teams to conceptualize, prototype, and implement PSA features that solve real business problems.
- Guide Feature Implementation: Ensure that PSA-related features align with industry best practices and professional services standards.
- Support Testing & QA: Collaborate with QA teams to ensure comprehensive coverage in acceptance and regression testing of complex service delivery workflows.
- Create Sales-Enabling Documentation: Help create clear, compelling documentation and materials that support both customer success and sales efforts.
- Stay Informed on Market Trends: Maintain deep understanding of current professional services automation, project management, and business services software trends.
Skills and Experience
- Communication & Sales Skills: Excellent verbal and written communication skills with demonstrated ability to influence and persuade prospects and customers.
- Professional Services Domain Knowledge: Deep experience in professional services delivery, including project management, resource allocation, time & expense management, billing processes, and client relationship management.
- Product & Sales Mindset: Passion for building technology products that enhance service delivery efficiency AND ability to sell product vision to prospects without requiring additional sales support.
- Customer Development Skills: Proven ability to work directly with prospects, convert them to early adopters, and maintain relationships that drive product feedback and improvement.
- Technology Enthusiasm: Interest in modern software development practices and business automation systems.
- Self-Discipline and Motivation: Ability to be productive in a globally distributed team through self-discipline and self-motivation.
- Adaptability: Comfortable working in a fast-paced environment with a strong focus on outcomes and customer success.
- Cross-Functional Collaboration: Enjoys working with engineering, design, QA, and sales teams while maintaining customer advocacy.
- Bonus Experience: Knowledge of professional services verticals (consulting, legal, accounting, marketing agencies), billing models (hourly, fixed-fee, retainer), or experience with existing PSA platforms is a plus.