Principal Product Manager — Finance Vertical
The Opportunity
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. You won't be adapting a generic roadmap; you'll be building something purpose-built for a regulated, relationship-driven industry.
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 financial products.
- Identify and prioritize finance-specific customizations: compliance-aware messaging workflows, integration with core banking and insurance policy systems, and 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.
What You Bring
Required:
- Director of Marketing at a bank, credit union, or insurance company.
- Owning demand generation plans, go-to-market strategy, and brand direction.
- Revenue and pipeline ownership.
- Full lifecycle campaign planning and execution.
- Experience with product management processes (through partnership with product teams or direct product development participation).
- Experience with sales enablement and sales opportunity support.
- Experience with finance industry operating constraints: regulatory requirements, compliance workflows, core system integrations, and data privacy expectations.
- 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
Strongly Preferred:
- Experience with martech / marketing automation platforms in a financial services context.
- Industry presence — conference speaking, published content, or active participation in finance or fintech communities.
About Act-On
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.
Compensation:
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.
Culture:
Our values are active guidelines we attempt to live by every day — Put People First, Be Yourself, Do Your Best (Together), and Make It Better. We are working to ensure that all our people feel seen, respected, supported and connected at work, and we celebrate our differences for all the ways they make us stronger together.
In the spirit of those values and beliefs, we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race or ethnicity, national origin, gender identity or expression, sexual orientation, religion, socioeconomic status, disability, age, or veteran status. If you have a disability or special need that requires accommodation, please let us know.
Don’t meet every requirement? Statistics show that women and people of color are unlikely to apply to jobs unless they are 100% qualified, which is rarely the case for anyone. So, let’s change that statistic! We strongly encourage individuals from minoritized groups to apply, even if your experience doesn’t align perfectly. If this role excites you, we want to hear from you. You might bring the exact talent and perspective our team needs!