Product Manager, Onboarding

Summary

H&R Block is a tax services company that combines human expertise with digital innovation to help clients and communities. The Product Manager, Onboarding will execute the roadmap for onboarding initiatives, define requirements, lead cross-functional product ceremonies, evaluate experiments, and ensure quality delivery and measurable outcomes.

Responsibilities

• Execute delivery of a defined roadmap for Onboarding initiatives that will enable assisted tax clients to easily provide their data and documents to H&R Block and have a successful tax engagement with their tax professional
• Ensure the successful execution and delivery of assigned features within large-scale products, organizing necessary resources through planning ceremonies, and supporting the product backlog while managing scope, schedule, quality, costs, resources and risks
• Write detailed user stories and requirements with acceptance criteria that can be properly translated into automated tests
• Lead product ceremonies for cross-functional product squads using modern SDLC best practices and methodologies, ensuring high performance and collaboration. Create an environment of psychological safety for innovation and foster a strong sense of ownership within the team
• Coordinate activities and report regularly to the product team and leadership; regularly conduct team retrospectives and drive resulting actions
• Utilize tools such as WalkMe, LaunchDarkly or Adobe Target to conduct tests and experiments. Use data to continuously evaluate and adapt strategies based on test results, focusing on delivering measurable outcomes
• Accountable for ensuring the quality of features delivered by the trio and achieving defined OKRs (Outcomes and Key Results)
• Foster strong collaboration with engineering, design, and business teams to ensure alignment and integration
• Engage in personal development to enhance product management competencies and adjacent functions such as Agile, Lean, DevOps, etc

Skills

• Bachelor's degree in Business, Management Information Systems, Computer Science or related area, or the equivalent through a combination of education and work experience
• 3 years of experience in product management or a related role
• Familiarity with formal product management methodologies
• Basic technical understanding to be able to engage with engineering teams and familiarity with technology delivery/software development methodologies (notably Agile, Lean, DevOps)
• Demonstrated decision making, analytical and problem-solving abilities
• Effective in leading teams/squads in a matrix management environment with demonstrated record of establishing priorities and deadlines
• Effective oral, written and interpersonal communication skills
• Ability to communicate with all levels of internal associates, external vendors and business partners
• Ability to work effectively as a part of a team with minimal formal supervision or guidance
• Tax or financial industry background
• Familiarity in building mobile apps
• Formal product management certifications or training, or equivalent
• Expertise with product planning tools (ADO, TheyDo, Atlassian)

Qualifications

Must Haves

• Bachelor's degree in Business, Management Information Systems, Computer Science or related area, or the equivalent through a combination of education and work experience
• 3 years of experience in product management or a related role
• Familiarity with formal product management methodologies
• Basic technical understanding to be able to engage with engineering teams and familiarity with technology delivery/software development methodologies (notably Agile, Lean, DevOps)
• Demonstrated decision making, analytical and problem-solving abilities
• Effective in leading teams/squads in a matrix management environment with demonstrated record of establishing priorities and deadlines
• Effective oral, written and interpersonal communication skills
• Ability to communicate with all levels of internal associates, external vendors and business partners
• Ability to work effectively as a part of a team with minimal formal supervision or guidance

Nice to Haves

• Tax or financial industry background
• Familiarity in building mobile apps
• Formal product management certifications or training, or equivalent
• Expertise with product planning tools (ADO, TheyDo, Atlassian)

Benefits

• Remote work arrangement
• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
• H&R Block Retirement Savings Plan (401(k) Plan)
• Employee Assistance Program
• (virtual) fitness center programs
• Associate discount program
• Business Travel Accident Insurance
• Associate Tax Prep benefit
• Eligible employees may participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.