Competitive Comp • Early Stage Equity
Austin, TX • Hybrid • Early Product-Team Hire
Equal Parts is building the operating system for the modern insurance agency. Through a combination of acquisitions, centralized operations, and proprietary technology, we're creating a platform that scales relationships, not headcount.
We're looking for a Senior Product Manager to own our Data & Finance workstreams. This person will work closely with Product, Engineering, Finance, and Operations to build the systems that power reporting, financial operations, acquisition integrations, and executive decision-making. Success in this role starts with building strong data foundations that enable scalable reporting, operational workflows, and future automation across the platform.
What You'll Do
- Own roadmap, requirements, and delivery for data and finance-related initiatives
- Define the systems, workflows, and data architecture required to support reporting, accounting, commissions, carrier data, and operational processes
- Translate finance and operational workflows into scalable software solutions
- Participate in acquisition integration workstreams, including data migrations, reporting standardization, and operational tooling
- Own our clean data and financial process engine
Requirements
- 8+ years of product, operations, consulting, finance systems, or related experience
- Experience working directly with founders, executives, or business leaders
- Strong understanding of data architecture, data modeling, reporting systems, and operational workflows
- Experience with financial systems, accounting workflows, commissions, revenue operations, and business reporting
- Experience with BI tools, data warehouses, and analytics platforms
- Experience leading data migrations, system implementations, or acquisition integrations
- Experience in insurance, fintech, SaaS, or other operationally complex industries
Benefits
For eligible employees - Equal Parts offers a comprehensive benefits package designed to support your health, well-being, and financial stability.
- Major Medical Health Insurance – Robust medical coverage with employer contributions toward premiums.
- Voluntary Benefits – Access to dental, vision, supplemental life, disability, accident, and other optional coverages.
Other open roles at Equal Parts(2)
Equal Parts combines world-class agents with purpose-built AI to provide a better insurance experience — from seed-stage startups to Fortune 500 companies.
Key team members
David Perez
Corey Hartley
Jessie Rosales-Bech
Michael Witte
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