Senior Product Manager – Retention & Engagement

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of retention and engagement results for PlannerPlus; establish a metrics framework, pinpoint the underlying causes of churn, and address them within the product.

• Create rituals and moments of return that transform a one-time planning session into a habitual planning practice.

• Streamline complex planning features, such as Roth conversions and withdrawal strategies, for novice planners.

• Engage with subscribers of various ages, income levels, and financial literacy to inform the product roadmap.

• Conduct methodical experiments and cohort analysis.

• Cultivate a company-wide focus on retention by disseminating strategies, data, and success stories.

• In the first 90 days: familiarize yourself with the product, data, and subscribers; launch the initial experiment; and establish the retention metrics framework.

• By month 6: be responsible for a prioritized retention roadmap linked to root causes, with initial wins implemented and assessed.

• By month 12: enhance retention, introduce engagement rituals, and become the company’s go-to resource for subscriber retention.

⛳️ Requirements

• Over 5 years of experience in B2C product management, with a focus on direct ownership of retention, engagement, or lifecycle results for a subscription-based product.

• Proficient in subscription economics, including cohorts, lifetime value (LTV), and payback analysis.

• Capable of designing experiments, extracting your own data, and assessing the validity of results.

• Experience in making complex or specialized products accessible to a wider audience (preferred).

• Background in fintech or experience working with Certified Financial Planners/advisors (preferred).

• Familiarity with modern AI tools (preferred).

• Demonstrated empathy for individuals who do not constantly focus on financial matters and a respect for the emotional aspects of financial decision-making.

• A genuine passion for personal finance and retirement planning.

🏝️ Benefits

• Equity: early-stage options with significant potential upside.

• Comprehensive health, dental, and vision insurance.

• 401(k) plan with matching contributions.

• Flexible paid time off and parental leave.

• Fully remote work environment (US).