Product Manager – Platform

🕒 May 20

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✅ Product Manager

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K1X

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤖 Artificial Intelligence

💸 Finance

💳 Fintech

Artificial Intelligence • Finance • Fintech

K1X is an AI-powered platform that specializes in streamlining alternative investment tax compliance for investors and advisors. The platform offers various automated solutions, including K1 Aggregator for automating the receipt and analysis of K-1 Form data, K1 Creator for digital production of K-1 forms, and 990 Tracker for automating exempt reporting and filing. K1X utilizes patented AI technology to ensure high accuracy and reduce manual data extraction time. It is designed to improve efficiency, reduce costs, and enhance transparency in tax processes, particularly where alternative investments are concerned.

📋 Description

• Own the platform roadmap for shared infrastructure including APIs, authentication and authorization, data layer, multi-tenancy, and CI/CD pipelines • Define platform investment priorities by balancing internal developer productivity with product-facing reliability and scalability needs • Drive build-vs-buy decisions for infrastructure components and evaluate emerging technologies for platform adoption • Coordinate with product-line PMs to identify shared needs, prevent duplicative work across modules, and sequence platform capabilities against product launch timelines • Own the integration infrastructure strategy powering connections to tax preparation software including CCH Axcess, GoSystem, UltraTax, and ProSystem fx • Define validation gating, primary key management, and data integrity standards for all outbound integrations • Improve integration reliability by addressing known pain points • Write clear PRDs, technical requirement outlines, and acceptance criteria for integration and platform initiatives • Govern how structured and unstructured tax data flows through the platform, ensuring consistency and traceability across all product modules • Partner with security and compliance teams to maintain SOC 2 Type II certification and enforce secure document handling across all platform services • Define data access patterns, retention policies, and audit requirements that support both current products and future data monetization initiatives

🎯 Requirements

• 5+ years of product management experience with at least 2 years owning platform, infrastructure, or developer tools products • Strong technical fluency with the ability to discuss APIs, microservices, data pipelines, authentication patterns, and cloud infrastructure (Azure preferred) • Experience building internal platforms or shared services consumed by multiple product teams • Track record of defining SLAs, managing technical debt, and making pragmatic build-vs-buy tradeoffs • Ability to translate ambiguous infrastructure needs into structured roadmaps with measurable outcomes • Excellent written communication with the ability to produce clear PRDs, technical specifications, and acceptance criteria • Demonstrated success working cross-functionally across Engineering, Product, Security, and DevOps teams • Comfortable operating as a hands-on individual contributor in a fast-paced, high-growth environment • Experience with Azure-hosted infrastructure including AKS, PaaS services, and container orchestration • Background in SOC 2, data security, or compliance-driven product environments • Familiarity with tax technology, financial services, or document processing platforms • Experience with AI/ML platform services, model operations, or training infrastructure • Background in integration product management, particularly with enterprise software connectors or marketplace ecosystems

🏖️ Benefits

• Competitive compensation and equity participation • Comprehensive medical, dental, and vision coverage • Flexible PTO and company-recognized holidays • Fully remote work environment • 401(k) program • Paid parental leave