Principal Product Manager (Agentic Platform)

About the Role

Exactera helps large multinationals handle complex tax work: transfer pricing, R&D tax credits, indirect tax, and audit defense. The company is moving from a software-and-services model to an AI-native platform that performs the work itself, with tax practitioners applying judgment where defensibility requires it.

This role owns the product direction for the agentic platform behind that shift: the system that enables AI agents and practitioner tools to run tax analysis on trusted, current data. The data foundation (a lakehouse, external sources, and the contracts that keep them reliable) is the substrate. The product defines what agents and practitioners can do with it.

You work directly with the Principal AI Engineer and the Principal Data Engineer, owning what the platform does, in what order, and why. Because you define how practitioners and agents use AI, you work deeply in these tools yourself.

What You’ll Do

• Own the product strategy and roadmap aligned to practitioner outcomes and resolve cross-team priorities.
• Define compliance-grade standards, including determinism, guardrails, scoped tool access, auditability, and human-in-the-loop design.
• Own the agentic access surface—the interfaces, contracts, and limits governing how agents reach and act on data.
• Treat the data foundation as a product, setting schema, quality, lineage, and freshness commitments with engineering.
• Integrate external data sources, balancing regulatory coverage, cost, and reliability.
• Measure success by practitioner outcomes, emphasizing faster, more accurate work with less manual effort.

What We’re Looking For

Required

• 10+ years in product management with significant experience in technical platform, data, or ML products.
• Experience owning a platform or major product area at Principal-level scope across teams.
• Strong understanding of lakehouse and medallion patterns, data contracts, quality, and lineage.
• Track record delivering AI or ML platforms from ambiguity to production.
• Knowledge of agentic AI systems, including retrieval and tool calling.
• Experience designing AI systems requiring correctness and defensibility, including evaluation and guardrails.
• Ability to define and measure platform success through practitioner results.
• Clear cross-functional communication and comfort operating in ambiguity.
• Active use of AI tools in day-to-day work.

Preferred

• Experience in tax, financial reporting, regulatory compliance, or other regulated domains.
• Experience governing data products and external data sourcing.
• Hands-on familiarity with Databricks, Delta Lake, or comparable lakehouse platforms.
• Background in tech-enabled services or SaaS-to-services transitions.
• Experience building a platform or major product area from early stage.

What We Offer

• Collaborative team culture with career development opportunities.
• Opportunities for recognition and professional growth.
• Generous vacation policy, including paid parental leave.
• Comprehensive health plans with FSA and HSA options.
• 401(k) retirement plan.
• Life and disability insurance coverage.
• Supplemental benefits including dependent care savings plan, pet insurance, will preparation, and employee assistance program.