AI Workflow Innovation Lead – Client Automation

100% Remote United States Central or Eastern Time Zones Only Contract 46 Months Potential Full-Time Conversion

MaxIT Consulting Max Corporate Group is seeking an experienced AI Workflow Innovation Lead Client Automation for a leading U.S. software organization operating in a professional compliance-driven environment.

This is a highly strategic product role focused on customer-facing B2B SaaS intelligent document processing workflow automation AI-enabled capabilities and 0-to-1 product development.

The initial engagement is expected to last approximately 4 to 6 months with the possibility of conversion to a full-time position.

Candidates must be based in the Central or Eastern U.S. time zones.

The selected Product Manager will own the strategy roadmap execution and evolution of customer-facing software products involving professional workflows document ingestion data extraction automation and cloud-based capabilities.

This role requires someone who can combine strong customer orientation with fast product judgment structured prioritization and operational excellence.

You will be expected to lead initiatives from discovery and ideation through MVP launch measurement and continuous improvement while balancing innovation reliability compliance and fixed delivery deadlines.

• Define and own product vision strategy roadmap and prioritization for customer-facing SaaS capabilities.
• Identify new product opportunities using customer discovery behavioral data market insights support feedback and commercial input.
• Lead initiatives from ideation through validation MVP launch early scaling measurement and iteration.
• Own document-oriented workflows including ingestion classification extraction validation secure sharing and downstream integration.
• Explore and implement opportunities involving AI machine learning OCR LLM-enabled workflows and intelligent automation.
• Translate customer problems into clear product requirements and measurable outcomes.
• Make product trade-offs under constrained engineering capacity competing priorities and fixed deadlines.
• Partner closely with Engineering on architecture reliability performance security and technical priorities.
• Collaborate with Design Data AI/ML Security Operations Sales Support and executive stakeholders.
• Improve customer workflows involving document collection processing review collaboration and secure information exchange.
• Use quantitative and qualitative data to evaluate product opportunities and measure post-launch impact.
• Ensure reliable product performance in mission-critical and deadline-sensitive environments.
• Communicate priorities trade-offs decisions risks and results clearly to leadership and cross-functional teams.

• 6 years of Product Management experience in software with approximately 7 years preferred for this opportunity.
• Demonstrated ownership of commercial customer-facing B2B SaaS products.
• Experience building or scaling cloud-based or SaaS products.
• Proven end-to-end product ownership covering:
  • Problem definition
  • Customer discovery
  • Product vision
  • Roadmap development
  • Prioritization
  • Requirements
  • Launch
  • Measurement
  • Post-launch iteration
• Hands-on product experience involving document workflows client portals document management secure sharing document collection workflow automation or similar customer-facing capabilities.
• Practical experience with document ingestion and extraction technologies ideally including OCR classification AI/ML or LLM-based processing.
• Ability to explain approaches to confidence thresholds validation human-in-the-loop review exception handling accuracy and quality management.
• Strong understanding of security sensitive data auditability and compliance considerations.
• Proven 0-to-1 or MVP experience taking significant product capabilities from concept through launch.
• Strong analytical and problem-solving capabilities.
• Demonstrated ability to prioritize using structured decision frameworks.
• Experience managing complex release cycles and fixed delivery deadlines.
• Excellent cross-functional leadership and communication skills.
• Strong execution discipline and ability to operate effectively with limited direction.

Strong candidates should be able to demonstrate meaningful product ownership involving several of the following:

• Intelligent Document Processing
• Document ingestion
• Document classification
• OCR
• Structured data extraction
• AI/ML-based extraction
• LLM-enabled document workflows
• Confidence scoring
• Human-in-the-loop review
• Exception management
• Validation workflows
• Accuracy measurement
• Secure document collection
• Client portals
• Workflow automation
• Downstream system integration

The successful candidate does not need to be an AI engineer but must have enough practical AI fluency to make informed product decisions and work effectively with technical teams.

This role requires genuine ownership rather than project coordination alone.

Candidates should be able to clearly explain what they personally decided prioritized launched and measured.

Strong examples should demonstrate:

• Customer problems personally identified and validated
• Product decisions based on evidence
• Features deliberately deferred or declined
• Trade-offs made under time or engineering constraints
• Definition of MVP scope
• Launch and post-launch measurement
• Quantifiable customer or business outcomes
• Clear individual accountability for product direction

Experience in one or more of the following environments will be especially relevant:

• B2B SaaS
• Document intelligence
• Intelligent automation
• Workflow software
• Client collaboration platforms
• Professional services software
• FinTech
• Tax or accounting software
• Compliance-driven products
• Regulated software environments
• Enterprise document management
• AI-enabled business applications

Direct tax or accounting experience is preferred but not required.

A strong commercial SaaS Product Manager with document/workflow expertise and relevant AI exposure may be equally compelling.

Candidates should be comfortable using modern AI capabilities throughout the product lifecycle including areas such as:

• Customer and market research synthesis
• Requirements development
• Prototyping
• Product analysis
• Testing
• Launch preparation
• Product communications
• Monitoring and post-launch analysis

The focus is on practical application and product judgment rather than simply familiarity with AI terminology.

Strong candidates should be able to demonstrate measurable outcomes such as:

• Increased product adoption
• Reduced document processing time
• Improved extraction accuracy
• Reduced manual review
• Higher workflow completion rates
• Reduced support volume
• Improved customer retention
• Increased conversion
• Increased revenue
• Improved operational efficiency
• Faster release cycles
• Better customer experience metrics

• Contract duration: approximately 46 months
• Potential conversion to a full-time position
• 100% remote
• Candidates must be based in the Central or Eastern U.S. time zones
• Compensation is based on an hourly rate and candidate experience
• Relocation is not required

Candidates must be legally authorized to work in the United States for any employer.

Visa sponsorship is not available for this position now or in the future.

Please submit your application through this same platform with an updated resume and relevant professional information.

Candidates should be prepared to provide:

• LinkedIn profile
• Current location and time zone
• Desired hourly rate in USD
• Work authorization status
• Examples of customer-facing B2B SaaS product ownership
• Examples of document ingestion extraction OCR AI/ML or workflow automation initiatives
• Measurable outcomes from products or capabilities personally launched
• Examples of 0-to-1 or MVP product development

If you are a hands-on Product Manager with strong customer-facing SaaS experience practical AI fluency and direct exposure to document intelligence or workflow automation we would like to hear from you.