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CashPro Product Manager

New York, New York;

Job Description:

Job Description

Act as a Product Manager for the CashPro Assistant suite of products will require necessary understanding of suite of digital tools and processes such as signer management, electronic signature and identity management, digital document exchange, bank account management request initiation, and AML/KYC process automation.  
Core function and role requirements

  • High level understanding of emerging technologies including opportunities to leverage digital tools such as robotics, smart forms, chat bots,  and machine learning as tools for integration with CashPro Assistant

  • Primary product management for Signer/Authority Management

  • Co-manage the CashPro Assistant product suite, including document exchange, electronic signature, account management and client onboarding.

  • Understand the role of CashPro Assistant in relation to the overall CashPro Platform

  • Interact with clients to gain insights related to business needs and to provide product training. Gather and maintain Voice of the Client feedback using client webinars, advisory board presentations, and one-off client meetings to create and verify strategic direction

  • Utilize data analytics to measure baseline client servicing behavior and ongoing adoption within the suite of CashPro Assistant skills.

  • Define a product roadmap for product set incorporating current and future capabilities in partnership with Service and Fulfillment teams to automate data collection and setup in core processing systems.

  • Lead management routines around the product life cycle, inclusive of regular business reviews, financials, platform technology, and total cost of ownership (TCOA).

  • Build business cases for enhancements and new products

  • Execute projects in partnership with product owner using Agile process

Required Skills:

  • Must be intellectually curious

  • Strong communication skills: written, verbal, visual presentations and effective listening skills

  • Strong detail orientation:  Clearly understands data beyond top level analysis.  Must be able to conduct deep analysis, identifying and assessing questions stemming from initial data findings; 

  • Ability to comprehend and understand complex interdependencies

  • Excellent interpersonal and relationship-building skills with the ability to communicate effectively with senior managers and senior client teams

  • Ability to present and influence others

  • Must think strategically and make sound judgment calls 

  • Excellent organizational and program management skills

  • Proven ability to work in a demanding, fast-paced global environment; must be able to leverage cross-functional teams to deliver results to meet specific deadlines

  • Flexible work style to accommodate working with partners across the globe

  • Ability and desire to think creatively to deliver business results both independently and as part of a team

  • Helpful technical skills: PowerPoint, Excel, Word, Access, SharePoint,  Dropbox, DocuSign, Adobe familiarity with other digital tools such as AI and Robotics

  • Undergraduate degree required. Minimum: BS or BA degree 

  • Critical thinking/ problem solving skills

  • Business case development

Desired Skills:

  •  Public speaking experience

  • Ability to work in a team environment and to manage and perform multiple tasks simultaneously

  • Ability to provide creative solutions both independently and as part of a team for unique client needs

  • Knowledge of Treasury Management 

  • Strong influencing capabilities based on knowledge and experience

  • Agile development methodology


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 10% of the time


Talent Acquisition Contact:

Referral Bonus: