Technical Product Manager, Innovation: Role Overview

Role Summary

JazzX is building AI-native digital workers that operate with institutional intelligence—governed, explainable, and continuously improving in real production environments. As JazzX expands beyond residential mortgage into new high-stakes domains (e.g., commercial lending, insurance, and adjacent verticals), the ability to rapidly stand up domain-specific solutions is a critical growth lever.

The Technical Product Manager, Innovation is a foundational product role responsible for accelerating JazzX’s reach into new verticals. This TPM will create reusable solutions as well as solution accelerators (e.g. workflow templates, policy and controls packs, ontologies, integration patterns, agent configurations, evaluation harnesses, etc.), and demo-ready reference implementations—that compress time-to-value across commercial lending, insurance, and future domains.

This is a hybrid builder-deployer role. You will combine deep product thinking with hands-on customer engagement—at times, working directly within customer organizations to implement JazzX solutions in production. Every deployment strengthens the accelerator library and platform, so the next one is faster, cheaper, and better. Think part technical product manager and part solutions architect—with the strategic judgment to shape what JazzX builds next based on what you learn in the field.

This is a 0 → 1 → scale role: hands-on execution early, then systematizing what works into playbooks, templates, and reusable platform capabilities.

Core Profile: What We Need

0 → 1 Builder With Systems Thinking (Startup DNA, High Ownership)

Thrives in ambiguity and can go from blank page to shipped solution fast—then turn one-off success into a repeatable template that scales across customers and verticals. You build the “factory,” not just the first widget. Balances speed with enterprise-grade quality in high-stakes environments.

Technical Product Leader (Strong Engineering Surface Area)

Comfortable going deep on APIs, AI & data models, integrations, permissions, system boundaries, and deployment constraints. Able to partner as a technical peer to Engineering: clarify tradeoffs, shape architecture decisions, and keep execution unblocked. Writes crisp technical specs, defines interfaces, validates edge cases, and understands what it takes to ship production-grade software. Strong instincts around instrumentation, telemetry, reliability, and operational workflows.

Solution Accelerator & Template Architect (Reuse as a First-Class Goal)

Thinks in modular building blocks: repeatable workflow patterns, configurable policies, reusable connectors, reference ontologies, evaluation harnesses, and deployable blueprints. Can distinguish what should be productized in the core platform vs. what should live as a domain package or configuration layer. Obsessed with repeatability and scale—every implementation should make the next one faster.

AI-Native Product Thinking

Experience building AI-powered workflows where systems complete consequential work and humans supervise outcomes. Comfortable with concepts like:

• Human-in-the-loop controls and escalation
• Explainability, confidence signaling, and audit trails
• Exception handling, recoverability, and safe automation
• Task orchestration, tool/function calling, guardrails, and continuous improvement loops

Domain Agility Across Regulated Enterprises

Prior experience in one or more regulated verticals such as Lending and/or Insurance is strongly preferred—but rapid learning and structured problem-solving are the true requirements.

Customer-Embedded Deployment Mindset (Production-Oriented Delivery)

Comfortable working directly with customer stakeholders (business and technical) to translate needs into shipped, measurable outcomes. Can operate effectively inside customer constraints: legacy systems, security reviews, data quality issues, governance, and change management. Treats adoption and measurable ROI as the job, not a downstream concern.

Clear Communicator & Cross-Functional Driver

Able to produce crisp product specs, workflow diagrams, decision logs, and rollout plans. Can lead alignment across Product, Engineering, UX, Solutions/Delivery, and GTM. Synthesizes field observations into clear, actionable product insights—serving as the critical bridge between customer reality and JazzX’s product roadmap.

Role Scope: What This Leader Will Drive

1. Identify and Prioritize New-Domain Solution Requirements

• Conduct deep domain immersion for each new vertical: understand the regulatory landscape, key personas, decision workflows, data requirements, and competitive dynamics
• Map the highest-leverage workflows and “thin slices” that prove value quickly in each segment
• Define segment-specific solution roadmaps (e.g., commercial lending sub-products; insurance lines/workflows) with clear value theses and measurable outcomes
• Conduct competitive analysis to understand how incumbents serve each segment and identify JazzX’s differentiated entry points

1. Build a Library of Templates & Solution Accelerators

Create reusable assets that materially shorten time-to-value, including:

• Workflow blueprints and reference architectures
• Configuration templates (policies, routing, exception paths, controls)
• Canonical data models and mapping guides
• Agent behavior configurations, prompt templates, and orchestration patterns
• Integration patterns/connectors and deployment checklists
• Evaluation and QA harnesses (golden datasets, regression tests, human review loops)
• Demo-ready “starter kits” that are real enough to become production

Package accelerators so they can be deployed repeatedly with predictable effort. Define what “good” looks like: measurable success criteria, instrumentation requirements, operational KPIs, and audit readiness.

1. Own End-to-End Customer Delivery for Selected Deployments

• Serve as JazzX’s forward-deployed technical partner within customer environments during initial solution rollouts
• Lead discovery, scoping, and solution design; map customer-specific workflows, data flows, and operational nuances; configure and adapt JazzX solutions accordingly
• Work alongside customer operations, IT, security, compliance, and business stakeholders to validate solution performance and drive adoption
• Ensure solutions move beyond pilots into production with reliability, governance, and measurable ROI built in
• Capture and productize learnings into the accelerator library—so every deployment makes the next one faster

1. Convert Workflow Reality Into Shippable Product Requirements

• Write detailed PRDs/specs that are precise on: user journeys, data/permission needs, integration contracts, edge cases, failure modes, and audit requirements
• Identify platform gaps exposed by new domain requirements and advocate for platform investments that increase cross-domain leverage
• Partner tightly with Engineering and UX to ship with high quality (including QA, release readiness, and instrumentation)
• Maintain a pragmatic backlog balancing domain accelerators, platform improvements, and customer-critical delivery needs

1. Ensure Trust, Governance, and Enterprise-Grade Controls

• Build patterns for explainability, auditability, supervision, and recoverability across all deployed solutions
• Define the human-in-the-loop controls: review, approve, intervene, escalate, and learn from expert judgment
• Partner with Security/Compliance stakeholders to meet customer requirements (roles/permissions, logs, data handling, policy enforcement)
• Design for enterprise reality: approvals, audit trails, governance, and integration into existing tools and operating rhythms

1. Establish Outcome Metrics and Continuous Improvement Loops

• Define success metrics per accelerator (time saved, throughput, error reduction, SLA adherence, audit readiness, user adoption)
• Ensure solutions are instrumented so JazzX can observe performance and iterate quickly
• Drive post-deployment iteration cycles that improve both the customer solution and the reusable template
• Maintain a domain knowledge base that enables future team members and customer success teams to deploy solutions independently

1. Enable Internal Teams & Support Go-to-Market

• Create internal documentation, demo flows, and enablement materials for Solutions, Sales, and Customer Success
• Partner with Marketing to develop domain-specific demos, proof-of-value frameworks, and customer-facing materials
• Contribute domain expertise to RFP responses, prospect conversations, and strategic partnership discussions
• Help build referenceable customer success stories with quantified outcomes from deployed solutions
• Represent JazzX’s domain expertise at industry events, conferences, and customer forums

Success Outcomes (First 12–18 Months)

Foundation & First Accelerators (0–6 Months)

• Deep domain immersion completed for at least two new verticals (e.g., commercial lending and insurance) with documented workflow maps, persona profiles, and opportunity assessments
• First set of new-domain use cases prioritized with clear ROI hypotheses and measurable success metrics
• 1–2 production-grade accelerators shipped (or in late-stage pilot) with documented templates, configuration patterns, and deployment checklists
• At least one customer-embedded deployment initiated with active workflow mapping and solution configuration underway
• Repeatable discovery-to-implementation workflow established (intake → spec → build → deploy → measure → templatize)

Expansion & Repeatability (6–12 Months)

• A growing library of accelerators spanning multiple segments within at least one new domain (e.g., multiple commercial lending sub-products or multiple insurance workflows)
• Time-to-value meaningfully reduced for subsequent deployments because templates, integration patterns, and evaluation harnesses are reusable
• At least two customer-embedded deployments delivering production value with quantified ROI outcomes
• Clear feedback loop from customer deployments into platform roadmap (what must be standardized vs. configured vs. left as customer-specific)

Scale & Platform Leverage (12–18 Months)

• A durable “solution factory” motion: new accelerators can be created and deployed predictably, without reinventing core patterns each time
• Deployment playbooks and domain knowledge base mature enough to enable other team members to execute deployments with decreasing direct involvement
• Multiple customer deployments leveraging the accelerator library with strong adoption and measurable outcomes
• Referenceable customer success stories across multiple domains with quantified business impact
• JazzX recognized by customers as enterprise-ready in new domains—due to governed operation, explainability, and real workflow embedding—not just a horizontal AI tool, but a solution that understands the business