[Hiring] Principal Product Manager @Act-On Software

Role Description

Act-On is making a focused, strategic investment in the financial services vertical — and this role is at the center of it. As our first Principal PM dedicated to financial services, you'll define how credit unions, banks, and insurance companies use Act-On to deepen member and customer relationships across the full lifecycle. This is a high-visibility role with real business impact: you'll shape product strategy, influence go-to-market direction, and establish Act-On as the go-to marketing automation platform for financial services.

What You'll Own

• Define and drive the finance vertical product strategy — from member onboarding journeys to cross-sell and retention programs tailored to regulated financial products.
• Identify and prioritize finance-specific customizations: compliance-aware messaging workflows, integration with core banking and insurance policy systems, and audit-ready reporting.
• Lead continuous discovery with finance customers — not just to collect feature requests, but to understand their regulatory environment, member/customer expectations, and competitive pressures.
• Partner with Sales, Customer Success, and Product Marketing to align product capabilities with go-to-market strategy for the vertical.
• Establish clear success metrics for the vertical and hold yourself accountable to customer and business outcomes — not just shipped features.
• Bring finance industry credibility to product decisions, helping engineering and design teams understand the nuances that separate a great finserv product from a generic one.

Qualifications

• 7+ years of product management experience, with a significant portion focused on SaaS products for financial services (credit unions, banks, or insurance companies).
• Direct familiarity with finance industry operating constraints: regulatory requirements, compliance workflows, core system integrations, and data privacy expectations.
• A track record of delivering outcomes — not just shipping features — and the metrics to prove it.
• Strong discovery instincts: you ask the five whys, challenge initial assumptions, and know how to get beneath what customers say to what they actually need.
• Ability to operate at multiple altitudes: set a vision, develop strategy, and get into the details of execution.
• Experience defining customer journeys and aligning product experiences with them.

Requirements

• Experience with martech / marketing automation platforms, or marketing in a financial services context.
• Industry presence — conference speaking, published content, or active participation in finance or fintech communities.

Benefits

• The anticipated compensation for this position will be $155,000 - $185,000 annually.
• Compensation packages are based on a combination of factors, including the selected candidate’s skills, experience as well as internal and external equity.

Company Description

Act-On helps marketers orchestrate the full customer lifecycle — from first touch to long-term retention. We believe trust, not transactions, drives sustainable growth. Our platform enables highly personalized, continuous relationship-building at scale. We're now making a deliberate push into financial services, and we want the right product leader to help us earn that market.