Head of AI Product & Client Success

Head of AI Product & Client Satisfaction
New York, NY | Full-Time | In Office

Travel: Periodic travel to partner and client locations

We are seeking a Head of Product & Client Satisfaction to lead product strategy, product management, and client success for an AI-driven financial intelligence platform.

This is a highly visible leadership role for a product leader who enjoys working at the intersection of AI, technology, customers, and business strategy
. You will own the product roadmap end-to-end while also owning client adoption, satisfaction, retention, and expansion.

You will work closely with the CEO and leadership team, technology and operations, and directly with senior clients and partners.

• Own product vision, strategy, roadmap, prioritization, and delivery.
• Translate client needs and market opportunities into product requirements.
• Partner with engineering and technology to deliver scalable, production-ready capabilities.
• Establish clear measures of product quality, readiness, adoption, and success.

• Lead development of AI-powered insights, recommendations, automation, and intelligent workflows.
• Help define how LLMs, agentic workflows, data, and automation translate into meaningful client value.
• Evaluate emerging AI capabilities and identify opportunities for product innovation.

• Own client onboarding, adoption, satisfaction, retention, and expansion.
• Establish client-health metrics and proactive retention strategies.
• Build strong relationships with senior executives and end users.
• Lead discovery sessions, product reviews, and executive-level client escalations.
• Create a continuous feedback loop between clients and product development.

• Build and lead product-management and client-success teams as the company scales.
• Hire, develop, and mentor high‑performing professionals.
• Establish processes, accountability, and operating rhythms that enable teams to scale effectively.
• Collaborate across technology, operations, and leadership to align product and client outcomes.

• 8+ years of software product-management experience with end-to-end roadmap ownership.
• Proven experience managing and building teams
  .
• Track record of shipping software that customers depend on.
• Experience owning customer satisfaction, adoption, retention, or related measurable outcomes.
• Strong executive-level client-facing and presentation skills.
• Demonstrated ability to translate customer needs into product strategy and requirements.
• Strong understanding of modern AI technologies, including LLMs, agentic workflows, prompt design, AI evaluation, data pipelines, and system integration
  .
• Experience building and shipping AI-enabled product features (not simply overseeing them).
• Excellent business judgment and the ability to balance customer needs, technical constraints, and commercial priorities.

• Experience in B2B SaaS, fintech, financial data, vertical AI, analytics, professional services, or other high-growth technology environments is highly relevant.
• Experience building product and client-success functions in an early-stage or rapidly scaling company is especially valuable.

This is an opportunity to shape both the product and the organization behind it, and to play a significant role in defining how AI transforms financial intelligence for clients.