Product Manager

About neo.tax

Rockets are flying into space and landing on drone ships, cars are driving autonomously, and HD video calls can connect people on opposite sides of the globe. But a company doing their business taxes is still extremely manual, tedious, and just...painful.

That's why neo.tax exists. We want to use modern technology to bring business taxes into the 21st century.

We're starting with the R&D tax credit. Our first product simplifies the complex and difficult process of helping companies apply for the IRS R&D Tax Credit, which puts hundreds of thousands of dollars into each company's pocket.

But this is only the start.

We’re developing better accounting tools to automate more and more of the tax filing process. In the future, neo.tax will become the essential accounting software stack for small businesses.

About the neo.tax team

Our co-founders are a CPA with > 20 years of experience, a Stanford PhD in machine learning, and a former Intuit product manager. And along the way, we've picked up more people from engineering, product, design, sales, and taxes.

But now it's time to level up. This is why we need to grow our team, and this is where you come in! If you are intrigued by what you read, keep reading below. 😉

P.S. We are a remote company, but are looking to hire within the US due to dealing with sensitive customer information.

What you'll do on the Product Team

You'll report to the Product Lead, and serve as an individual contributor (IC). As you move along in your journey at neo.tax, you can decide whether you want to stay as an IC or eventually build out your own team. neo.tax's goal is to play a key role in helping you achieve your professional near, mid, and long term goals.

In one month, you'll:

• Learn about the neo.tax story, how we work, and our goals for the future (vision, strategy, objectives...). You'll also have a deep understanding of neo.tax's products, and how to demo them to a customer or QA product features.
• Have 1:1 meetings with your direct manager, teammates, and other colleagues you will be working with closely
• Start the process of owning the product roadmap, and leading the squad (product, design, engineering, data)

By month 3, you'll:

• Have a solid understanding of the industry, customers, and product. You'll be an expert on the nuances of how companies and accountants use our products, and will also be informed by customers, partners, and industry analysis to help develop your point of view.
• Drive the product roadmap, and help unblock blockers for the team.
• Take a more active role in discussions with strategic customer relationships
• Use your neo.tax and past experiences to do product discovery and delivery that creates solutions that are valuable, technically feasible, usable, and viable to neo.tax
• Participate and start to take an ownership role of key cross-functional discussions driving your product area
• You’ll work with Product Marketing and Sales to position new product launches to generate awareness, demand, and revenue.
• Identify product and process health gaps or inefficiencies in how we market, sell, onboard customers on our products – where are things falling through the cracks? Where can we reduce friction? How can we scale this beyond neo.tax?

By month 6, you'll:

• Work with your team to help them execute on projects that drive better experiences for customers as well as the team at-large
• Identify and take on initiatives for team growth (both in terms of headcount as well as individual development)
• Work with your manager to identify a plan of continued growth
• Identify the market opportunity and key requirements for your product area, develop a game plan, and begin execution

Requirements

A strong candidate:

• You have experience building products in B2C SaaS and/or B2B Enterprise SaaS for 2+ years. You understand what are the key purchasing factors for both consumers as well as enterprise customers, as well as the different sales cycles.
• You have 2-4+ years of software product management experience. You are able to autonomously operate as a PM because of the reps & sets you've developed over the years. You simply need the strategic context and domain knowledge, and you can launch into product discovery & delivery.
• You can demonstrate the ability to rapidly get up to speed on a new topic or industry. Because the tax industry is one with many details, nuances, and repercussions for non-compliance, it is imperative that you can rapidly develop the domain knowledge (without the domain dogma), thereby achieving true domain expertise.
• You have excellent written and oral communication skills, including experience presenting to executive stakeholders, participating in the sales process, and handling sensitive customer escalations. You are an excellent story teller, and you are able to bring people along the product journey, ranging from what problem the product is solving for the customer, or what customer/industry insight led you to prioritize a particular product feature.
• You are proficient at using SQL and/or other data analysis tools to derive customer insights (or, you are excited to learn, because we're excited to teach you!). You can think in advance of what metrics you will need in your dashboard to help you quickly make decisions based off of user data.
• You are positive, creative, curious, and aren’t afraid to ask a lot of questions. In addition, you don't just think of the surface-level questions, but you're also thinking of questions that allow you to get five-levels deep, to uncover the underlying core reasonings and explanations, leading to product insights that amaze and astound customers.
• You can take candid feedback well and are looking to grow your skill sets. You believe feedback is a gift, because it helps you improve yourself. And you are low ego; you're simply trying to become better and better with each passing day and experience.
• You are an expert at gathering and synthesizing multiple perspectives, figuring out the most important thing, and driving the team and all your stakeholders to get it done. Often there will be conflicting positions, but you are able to dig deep, synthesize, and find the best path forward given the existing constraints.
• You are detail oriented and organized. You keep track of to-do's from meetings with stakeholders and follow up on them. You provide feedback on the product strategy, as well as the colors and placement of a CTA. And you will notice, and fill out completely, all of the application questions, because you pay attention to details. You also understand that the reason it's so long is not to make life harder for applicants, but to genuinely serve them by understanding potential fit before any time is invested into screenings, interviews, etc...
• Hustle. Hustle. Hustle. We're a start up where you will be empowered to get things done, so show us what you can do with an extreme ownership mindset!
• You will be working with remote colleagues, but we also value in-person meetings. So, you are willing to travel on occasion to meet with teammates and customers (e.g. product team planning meeting once a quarter).

Bonus (not required, but a plus)

• You have experience in the accounting or taxes industry
• You have experience at an early stage, fast moving startup
• You have experience working closely with sales in a support, sales, or solution expert capacity
• You have experience managing or mentoring people
• You have experience working in a remote environment with team members in different geographies and time zones

Benefits

Compensation will consist of the following elements:

• A cash package in line with a well-funded high-growth company.
• Equity. Meaningful ownership in a company that has enormous potential.
• Excellent medical, dental and vision benefits
• Unlimited PTO

neo.tax is committed to being an equal opportunity employer.

neo.tax is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Applicants Only: External recruiting agency resume submissions will not be accepted.