Senior Product Manager, Platform

Hearsay Systems

San Francisco, CA, US / Seattle, WA, US
  • Job Type: Full-Time
  • Function: Operations
  • Post Date: 03/03/2021
  • Website:
  • Company Address: 185 Berry St. Suite 3800, Lobby 5, San Francisco, CA, 94107

About Hearsay Systems

Hearsay Systems offers the Hearsay Advisor Cloud for financial services, empowering advisors to efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business.

Job Description

We're currently looking for a Senior Product Manager to join our Platform team!

The Hearsay Business Platform is the leading client-centric, omni-channel digital engagement solution for financial services advisors, agents, and their teams. The Hearsay platform supports, orchestrates, and brings insight to the full advisor-client relationship lifecycle, from corporate and advisor/agent brand awareness to lead generation, from prospect nurturing to client conversion, and across the lifetime relationship of client servicing and share-of-wallet growth. It brings together the most effective marketing, acquisition and servicing engagement channels in one ecosystem, which enables the advisor to focus on the most important part of their job—building and servicing relationships—all within one system that seamlessly ensures regulatory compliance.

About Hearsay Systems:

Founded in 2009 by Clara Shih and Steve Garrity, and helmed by CEO Mike Boese, Hearsay Systems leads the field in offering sophisticated client engagement products to companies within the financial services vertical. We are a tightly knit and dedicated group that passionately believes in our products, our people, and our culture. Our products engage customers across Facebook, LinkedIn, Twitter, and Instagram, email, text, and voice. And every product syncs beautifully to Salesforce, Microsoft Dynamics, and other CRM systems.

Hearsay is used by more than 170,000 financial advisors and insurance agents. Our clients include Morgan Stanley, Goldman Sachs, Wells Fargo, JP Morgan Chase, Prudential, New York Life and Allstate. We enable them to get a real-time pulse of field conversations and to trigger more effective targeted advisor-client outreach with AI-optimized calls, text messages, email follow-ups, and social media interactions.

About the role:

  • Managing the client to advisor experience within the Hearsay Platform working with senior management to help create product strategies and roadmaps.
  • Create product requirements and manage these requirements from ideation to roadmap to launch.
  • Ensure that the Business Platform product team is aligned on product value, vision, strategy, priorities and success criteria.
  • Partner with Go To Market, Operations, legal and finance teams to drive cross-functional outcomes.
  • Work closely with customers, customer support, professional services, and sales to deliver features that are finely tuned to drive customer business value.
  • Own the product metrics for your product, and work with the Data team to develop and monitor these key metrics to determine product health, usage and impact on our end users. 
  • Understand current and future market opportunities to ensure we’re building the right things, now and over the long haul.

About you:

OUR COMMITMENT TO DIVERSITY AND INCLUSION: At Hearsay we believe that diverse teams are the best teams. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, nationality, gender, sexual orientation, age, marital status, veteran status, or disability status
  • Around 5 years of proven experience driving outcomes as a Product Manager 
  • Experience in product lifecycle management, including the AGILE framework
  • Launched several online/software products, and learned a lot while doing them / failing on them.
  • Understand the importance of delighting the user and helping deliver tangible and measurable RoI to the buyer.
  • Successful experience interfacing with Go-To-Market teams and getting to the crux of the business problems to be solved.
  • Demonstrate strategic thinking and strong communication skills.
  • Ability to work under pressure, meet deadlines, and handle multiple projects simultaneously.
  • Passion and work history in financial services preferred but not required

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.