Product Success Manager



Posted on Wednesday, May 24, 2023

Product Success Manager

Who we are

Hey, we’re Playbook. We’re making it easier to build wealth. By combining tax optimizations and automation, our financial system makes building wealth straight-forward and achievable for more people.

Today, we’re a small and productive team with a strong background in consumer products across Credit Karma, Gusto, Juul, Opendoor, and Microsoft.

Playbook is funded and backed by Atomic VC. Other Atomic companies include 'Hims & Hers', 'Homebound', 'Bungalow' and many others.

Who you are

You thrive in a startup environment.  
You’re scrappy and adventurous. You leverage all resources at your disposal (not just the obvious ones). You appreciate the fast pace and ever-changing nature of startups. You’re absurdly persistent and you take pride in doing more with less.

You’re a proud co-owner.
You have a sense of urgency — not the frantic kind, but the quick and deliberate kind. You know how to separate what must be done well now and what can be improved later. You take initiative to make the team more efficient.

You’re curious and think BIG.
You like to think about how things "work". When you don't understand, you keep digging until you understand it. When you don't know, you say you don't know. When you're wrong, you say you're wrong and that’s A-okay.

You’re a light.
You have infectious enthusiasm. You speak up and share your thoughts, and create a safe space for others to do the same. You’re comfortable showing vulnerability, and listening when others do too. You love celebrating big wins.

You put the team first.
You’re reliable and fully invested in the task at hand. You’re patient and flexible with teammates. You know that your best work happens when you’re happy, healthy, and rested. You prioritize wellness and vacations, and encourage your teammates to do the same.

You’re a straight shooter.
You over-invest in communication but do it to understand, not to convince people you’re right. You’re open to suggestions and criticism. You use approachable language, not jargon. You’re open and honest, and you trust others do the same.

You see the big picture.
You care about doing the right thing. You value diversity and go out of your way to ensure others feel welcome. You enjoy hanging out with your teammates, are low-ego, and make the workplace more fun for everyone.

Your strengths

  • 2-5 years experience in a high-performing generalist role. No two days are the same, so we’ll need you to be organized, decisive, and fast.
  • Familiar with APIs, and adaptable to new tools like Postman, DataDog, etc. (and a big plus if you know your way around Postgres SQL.)
  • You’re personable and approachable. You’ll be the face of Playbook with our customers, and you’ll meet them each day with empathy, self-assurance, and curiosity.
  • No task is too small for you. You’ll receive customer inquiries through phone, email, and chat channels as well as through our social media channels. No matter the platform, you have a knack for crafting patient and informed responses.
  • You’re an excellent communicator, able to synthesize customer feedback into actionable insights. You’ll also be concise in outlining the problems and working with the team to implement solutions.
  • Knowledgeable in the fintech or personal finance space. You don’t need to be an expert, but it’s important that you’re familiar with taxes, finance, and technology.

What you'll do

You’ll be the face of Playbook to our customers.
Our customers give us great insights on the product. You’ll lead those discussions, synthesize feedback, and help us plan out ways to improve our product and narrative.

You’ll build Playbook.
Our product changes every day. You’ll need to grow and learn alongside that, especially leveraging customer insights to create new products and features. Your success will have both qualitative metrics (such as new features), and also qualitative (such as improving retention).

You’ll contribute in all areas.
You might choose to go deep in one aspect of the product, but like your teammates you’ll make a habit of working across the stack, frequently picking up new languages and platforms as needed.

You’ll shape the future.
You won’t just build the product, you’ll shape the strategy behind it. You’ll watch new users walk through your work, and talk with them about better solutions. Every day, you’ll strategize alongside the founder and other talented engineers to craft a better, more streamlined experience.

You’ll learn about company-building.
From fundraising, to recruiting, to negotiating our office lease post-COVID, you’ll have exposure to all aspects of growing and running an early stage startup. Along the way, you’ll get connected with mentors and advisors who can help you for the rest of your career.

You’ll make a difference.
It’s not every day you get to change the future of personal finance. Except at Playbook, it actually is. Your work will be the reason people live fuller lives, reach their life goals, become financially free, and realize their dreams for themselves and their families.

Join the team!

As an early member of the team, you’ll play a huge role in shaping our culture, our product, and the future of Playbook. Every day, you’ll collaborate, solve complex problems, learn more about the fintech space, and watch your work make an immediate impact (on the company and our users!).

We want this to be the best work experience of your life, so we’ll pay you well, offer great benefits, invest deeply in your growth, and welcome you with a pair of unironic lavender Crocs.

If you think you might be a good fit for our team, we’d love to hear from you.

Apply now