Rise Analytics is a data and analytics technology company and a wholly owned subsidiary of Trellance, focused on helping financial institutions unlock the full value of their data. Through its cloud-native analytics platform, Rise enables credit unions and banks to integrate, analyze, and activate data across the organization to drive smarter decisions, improve member experiences, and accelerate growth. The platform combines a modern data lakehouse architecture with advanced analytics, AI-driven predictive models, and purpose-built solutions for marketing, lending, finance, and risk. Rise Analytics serves a growing network of financial institutions and partners that rely on its technology to transform data into actionable intelligence.
Overall responsibility: Responsible for defining the why, when, and what of the product that the engineering teams build. Lead cross-functional teams from a products’ conception all the way through to its launch. Analyze market and competitive conditions, laying out a product vision that is differentiated and delivers unique value based on customer demands. Coordinates a team of product managers to deliver excellent results that delight customers.
ESSENTIAL FUNCTIONS:
Define the product roadmap and manage backlog based on customer needs, competitive analysis, and market opportunities.Drive discovery for product enhancements with clients to ensure business problems are defined with a broad business audience in defining problems, prioritize projects based on these definitions, and ensure products deliver solutions to these problems.Build a strategic vision, goals & roadmap for Rise Analytics’ product and services.Lead cross functional and multi-disciplinary teams, to bring new products and features to market.Research and define customer needs and translate those needs into features in an agile development environment.Define minimum viable product and balance trade-offs between time, effort, investment, and value dimensions.Collaborate with product management and delivery teams (including development, user experience, business analysts, and scrum masters) to ensure that products meet the desired market need.Collaborate with the marketing and sales organizations across the enterprise to clearly communicate product benefits and competitive differentiation.Lead go-to-market activities to ensure that new products and features are successfully launched and supported across the organization.Work with product leadership and finance to build the product business case as well as customer pricing.Build rapport and relationships with clients and collect feedback to improve Rise Analytics’ products and market position.Monitor competitive offerings in the market and drive differentiated value proposition for Rise Analytics products.Build trust and effective relationships with peers and provide leadership across the division, product, and/or partner ecosystem.Other duties as assigned.KNOWLEDGE SKILLS & ABILITIES
POSITION REQUIREMENTS:
Minimum Education/Experience: Bachelor’s degree (BA or BS) in Business, Computer Science, Engineering or related field (MBA or equivalent preferred) from an accredited college or university plus a minimum of seven (7) years of experience in the specific or related field with at least 5 years of leadership experience, particularly in analytics or data-driven products. OR High School Diploma or equivalent plus a minimum of ten (10) years of experience in product management with at least 5 years of leadership experience, particularly in analytics or data-driven products.
Company / Industry Knowledge: Prior experience in FI industry is required.
Required qualifications:
Understand how data can be used for competitive advantage and collaboration between marketing, sales, and customer service teams to clarify use cases. Get data collection parameters in place to ensure the data science team has required large datasets.Experience with enterprise software or products designed for FIs.Experience with FinTech.Track of record as a product manager, designing, building and launching products that customers love and have a real business impact.Problem framing – you can cut through the noise and laser focus on what really matters.Strategic thinker, with the ability to dive into details, unfazed by technology complexity.Developed multiyear visions for product aligned with business strategies. Have worked with one or more large enterprises to build scalable data science products.Own metrics of your products and drive fast iterations of experiments.Strong ability to translate product needs to technology and understand technology. Detail-oriented, unfazed by technical detail, committed to flawless execution.Strong ability to translate product needs and effectively communicate to leadership, clients, data science, and technology. Detail-oriented, unfazed by technical detail, thrives in a fast-paced start up environment, committed to flawless execution. Travel up to 25%. Read LessAbout AI Studio
Artificial intelligence has moved from a software trend to essential industry infrastructure - and AI Studio is the credit union movement’s answer to that shift. We are the first-of-its-kind AI Center of Excellence founded by and built specifically for credit unions: a trusted guide helping 4,600+ institutions not just survive the AI transformation but thrive through it.
We offer a comprehensive suite of services to meet credit unions where they are - and move them forward. From understanding AI, to evaluating it safely, to realizing its value with confidence. The result: credit unions that can move faster, at a lower cost, and with reduced risk - while protecting and deepening the member relationships that make this industry unlike any other.
We aren’t starting from zero; we are already embedded with credit union clients and scaling. This team is closing the AI gap amongst credit unions and defining what responsible, human-centered AI looks like for one of the most purpose-driven industries in the world.
Position Summary
The Client Success & Operations Manager is a critical, multi-faceted role at the center of AI Studio’s client relationships, service delivery, and day-to-day business operations. This individual serves as the primary point of contact for AI Studio’s credit union clients, drives project management across all active engagements, and owns the operational infrastructure that keeps AI Studio running with excellence and efficiency.
This is not a siloed role - it is a connector role. The ideal candidate is equally at home building trusted relationships with credit union executives, managing a complex portfolio of engagements, and rolling up their sleeves to draft an SOW, update a policy or procedure, or build a process from scratch. Success in this role requires a rare combination of relationship intelligence, operational discipline, and project management rigor. It also requires knowledge of AI tools and capabilities, intellectual curiosity, and a commitment to continuous learning.
This is a remote position with periodic travel required for client meetings, conferences, and other business engagements. Travel up to 50%.
Key Responsibilities
Client Success & Relationship Management
Serve as the primary relationship owner for AI Studio’s credit union clients - building trusted, long-term partnerships with credit union executives and leadership teams.Act as the day-to-day point of contact for client inquiries, engagement updates, program participation, and issue resolution.Onboard new credit union clients, ensuring a smooth, professional, and value-forward experience from initial engagement through active participation.Develop and execute a Client Engagement Plan - tracking participation across AI Studio’s service offering, proactively identifying opportunities to deepen client value.Ensure that all client information, interactions, engagement history, etc is kept current.Collect and synthesize client feedback, surfacing insights that inform AI Studio’s evolving service priorities and strategic direction.Support the team with reporting and strategic relationship outreach as needed.Project Management
Lead project management (advisory or technical engagements) - maintaining and executing project plans, timelines, milestones, deliverable tracking, and stakeholder communications.Coordinate cross-functional teams (internal staff, fractional experts, and external partners) to ensure on-time, high-quality delivery.Develop and maintain standardized engagement frameworks, templates, and tools to support consistent and scalable service delivery.Monitor engagement progress and proactively identify and resolve risks, blockers, or scope changes in coordination.Track and report on engagement performance metrics, client satisfaction, and delivery quality.Manage the full lifecycle of engagements from scope finalization and contracting through delivery and close-out.Provide project management support for internal initiatives, where applicable.Business Operations & Administration
Manage and maintain Statements of Work (SOWs) and Master Service Agreements (MSAs) in alignment with AI Studio’s service offerings.Oversee AI Studio’s billing and invoicing operations, ensuring timely, accurate invoices. Involves coordination with financial operations partners for processing and financial reporting.Develop, document, and continuously improve AI Studio’s operational policies, procedures, and administrative workflows. Identify and help implement AI-first tools and systems for improved organization efficiency and scalability.Maintain accurate and organized documentation across all operational and risk/compliance functions, including contracts, templates, records, policies, procedures, etc.Ensure compliance with applicable regulatory and business requirements across contracts, policies, and operational processes.Qualifications
Education & Experience
Bachelor’s degree in Business Administration, Finance, Operational Management, Communications, or a related field required plus a minimum of 5-7 years of progressive experience spanning client relationship management and/or project management OR High School Diploma or equivalent plus a minimum of 10 years of progressive experience spanning client relationship management, operations, and/or project management.Experience working within or directly supporting the credit union, CUSO, fintech, or financial services industry strongly preferred.Demonstrated experience managing SOWs, service agreements, or client contracts.Proven track record of successfully managing multiple complex client relationships and project engagements simultaneously.Skills & Competencies
Client Relationship Management: Exceptional ability to build trusted, professional relationships with senior executives and all levels, with a high-touch, high-intent approach.Project Management: Strong command of project management principles, tools, and practices - with the ability to manage concurrent, complex engagements with precision.Operational Excellence: Deep comfort with building and managing business operations, including policies, procedures, billing, contracts, and administrative workflows.Communication: Outstanding written and verbal communication skills - able to represent AI Studio professionally in client-facing, leadership, and partner settings.AI Fluency: Working knowledge of AI concepts and tools, with a genuine curiosity about how AI is reshaping the financial services landscape.Technology Proficiency: Comfort with CRM platforms, project management tools, AI tools (Claude, ChatGPT, CoPilot, Gemini) and the Microsoft Office suite.Analytical Thinking: Ability to synthesize data, engagement feedback, and operational metrics into actionable insights and recommendations.Organizational Agility: Exceptional ability to balance competing priorities, manage ambiguity, and execute with discipline in a fast-paced, startup environment.What We’re Looking For
The ideal candidate is more than an experienced operator - they are a passionate advocate for the credit union movement who understands what it means to be mission-driven. We are looking for someone who:
Is a motivated self-starter who takes initiative, works independently, and demonstrates strong judgment in ambiguous situations.Brings a warm, credible, and professional style - able to build genuine rapport with credit union executives as comfortably as managing an internal process or deliverable.Approaches every client interaction and partnership with respect, empathy, curiosity, and a high-intent mindset.Thrives in a collaborative, mission-driven team environment and is willing to roll up their sleeves when the mission demands it.Is deeply organized and detail-oriented - understanding that polish, follow-through, and consistency are core to AI Studio’s credibility.Is results-driven, resilient, and energized by the opportunity to build something meaningful in a growing organization.Is coachable, curious, and invested in their own professional development and the success of the organization. Read LessTitle of Position: Technical Business Systems Analyst
Established as a separate entity in 2025, ProBridge is a wholly owned subsidiary of Trellance. It evolved from Trellance’s Talent Line of Solutions, leveraging deep industry experience to provide organizations with access to highly skilled technology and finance professionals. ProBridge delivers both expert resources and customized solutions to our clients, helping them scale teams, optimizing operations, and meet their business objectives.
Summary
The Technical Business Systems Analyst (TBSA) serves as a client advocate and assumes responsibility for managing the successful delivery of the project. The TBSA owns the translation of business and functional requirements into clear, testable specifications that engineering can build against. This is a client-facing role: the TBSA runs working sessions with client stakeholders, captures decisions, and produces the artifacts that keep business, UX, and engineering aligned throughout delivery of the web-based portal. The role requires no assumptions about specific portal functionality; the TBSA discovers and documents what the system needs to do through structured client engagement.
The project follows a hybrid SDLC: waterfall-style planning and phase gates govern project-level scope, milestones, and client sign-offs, while development executes in sprints using user stories. Requirements are authored as user stories scoped to the UI page-component level—each story describes a discrete, testable piece of portal functionality (a form section, a data table, a workflow step within a page) rather than an entire feature or epic. The TBSA bridges these two layers, ensuring that project-level requirements decompose cleanly into sprint-ready page-component stories.
What Success Looks Like
The client is supported with clear guidance and recommendations on feature design and functionality to help inform decision making.Every page-componentuser storyentering a sprint has acceptance criteria specific enough for a developer to implement and a QA analyst to verify without follow-up questions.Project-level requirements decompose into page-component stories with no gaps or orphaned logic; UX designs and stories stay in sync.Client stakeholders confirm that documented requirements accurately reflect their intent before design or development begins.The decision log is current; no decision older than five business days sits in an unresolved state.Rework caused by ambiguous or missing requirements stays below an agreed threshold (tracked per sprint).Key Deliverables
The TBSA is directly responsible for producing and maintaining these artifacts:
Deliverable
Description
Project-Level Requirements
Waterfall-style requirements document defining scope, business rules, and client-approved functional specifications per project phase or milestone.
Page-Component User Stories
Sprint-ready user stories scoped to individual UI page components (e.g., a form section, data table, workflow step) with acceptance criteria, business rules, required data fields and their database sources, display/validation rules, and data-freshness expectations where sync timing matters.
Decision Log
Running record of every business/functional decision: options considered, rationale, approver, and date.
Feedback Tracker
Client feedback items with status (submitted, reviewed, accepted, rejected, revised) and resolution notes.
Action Item Summary
Clear ownership of action items with ETAs and weekly follow-up to close open items.
Session Summaries
Written outcomes from every client working session: decisions made, open items, owners, and deadlines.
Responsibilities
1. Client Working Sessions
Develop an understanding of the client’s business model, solutions offered, and program lifecyclein order toeffectively translate requirements and provide meaningful recommendations.Provide proactive recommendations on system behavior, workflows, and user experience based onindustrybest practices.Plan, facilitate, and document structured working sessions with client stakeholders, advisors, and subject matter experts with the goal to align on requirements and make decisions.Surface assumptions, dependencies, and decision points during sessions.Distribute session summaries with decisions, open items, and owners within one business day.2. Requirements & Story Decomposition
Author and maintain project-level requirements documents that define scope, business rules, and functional specifications aligned to waterfall phase gates and client sign-off milestones, while ensuring that all documentation is purpose-driven and right-sized for its audience.Decompose project-level requirements into page-component user stories—each scoped to a discrete UI element (a form section, data table, navigation step, or workflow action within a page)—so that every story is independently implementable in a single sprint.Write acceptance criteria for each page-component story in a Given/When/Then or equivalent format so they are directly testable by development and QA.Maintain traceability from project-level requirement to page-component story to UX design artifact, ensuring no logic is lost in decomposition.Flag conflicting, incomplete, or cross-cutting requirements before they reach development; coordinate with UX when a page-component story spans multiple design states.3. Decision & Feedback Resolution
Own the decision log: record every decision within 24 hours of the session where it was made.Track client feedback through its full lifecycle; escalate any item that remains unresolved for more than five business days.Communicate outcomes and rationale back to stakeholders in writing; do not rely on verbal confirmation alone.Incorporate decisions directly into the relevant requirements and user stories so documented intent and implementation artifacts remain fully aligned.4. UX & Portal Experience
Review wireframes and prototypes (e.g., in Figma) against documented requirements before client walkthroughs.Convert UX decisions into updated functional requirements or acceptance criteria.Consolidate scattered design-tool feedback into the central feedback tracker.5. Technical & Data Collaboration
Validate data fields and database sources referenced in page-component stories with engineering; clarify display rules, validation logic, and data-freshness expectations where sync timing matters.Document conditional logic, business rules, and workflow branching in a format engineering canimplementdirectly (decision tables, pseudocode, or flowcharts).Identify integration points with internal or third-party systems and document expected inputs, outputs, and error handling.Serve as the functional reference during development and testing; answer developer and QA questions with documented rationale, not ad hoc opinion.6. Documentation & Governance
Own and maintain a centralized, structured source of truth for all requirements, feedback, decisions, changes, and approved designs – organized in a way that allows stakeholders to easily reference prior discussions, options considered, and final decisions (by page and functionality).Ensureonly one active version of working documents is in circulation at any time; manage updates through controlled iterations to avoid mid-cycle changes and rework.Ensure materials are complete and decision-ready before scheduling review meetings.Reduce meeting dependency by producing documentation clear enough to replace status calls where possible.Required Qualifications
MinimumBachelorsdegree with IT related focus, preferably information systems or systems analysis and designwith5–7+ years as a Business Analyst or Technical Business Analyst, with at least 3 years in a client-facing capacity working with senior business or advisory stakeholdersORa High Schooldiplomaor equivalentplus 10+ yearsas a Business Analyst or Technical Business Analyst, with at least 3 years in a client-facing capacity working with senior business or advisory stakeholders. Demonstrated ability to translate consultative, domain-heavy discussions into structured, testable system requirements.Hands-on experience with web-based platforms or enterprise portals and data-driven or rules-based applications.Strong facilitation skills: able to run a room, keep discussions on track, and drive to decisions.Strong presentation skills with proven ability to interface with senior executives to explain UX and technology design concepts to drive consensus on design and/or functionality decisions.Proficiency writing acceptance criteria and business rules at the UI page-component level; experience decomposing project-level requirements into granular, sprint-ready user stories.Experience working in a hybrid SDLC: waterfall-style project planning with agile sprint execution and user-story-driven development.Domainexpertiseinlife insurance,executive benefits, or advisory platforms.Preferred Qualifications
Background in data mapping and complex business-rule documentation (decision tables, conditional workflows, lifecycle-based logic).Experience working with distributed or cross-functional delivery teams across multiple time zones.Comfort working across collaboration tools (e.g., Jira, Confluence, Figma, Teams) while keeping a single governed source of truth. Read LessTitle of Position: Sr Product Manager, Analytics
Rise Analytics is a data and analytics technology company and a wholly owned subsidiary of Trellance, focused on helping financial institutions unlock the full value of their data. Through its cloud-native analytics platform, Rise enables credit unions and banks to integrate, analyze, and activate data across the organization to drive smarter decisions, improve member experiences, and accelerate growth. The platform combines a modern data lakehouse architecture with advanced analytics, AI-driven predictive models, and purpose-built solutions for marketing, lending, finance, and risk. Rise Analytics serves a growing network of financial institutions and partners that rely on its technology to transform data into actionable intelligence
Overall responsibility: We are seeking an experienced and AI enabled Senior Product Manager, Analytics to own and drive the strategy, roadmap, and execution of our analytics product suite — including both predictive analytics capabilities and regulatory/compliance analytics solutions for financial institutions. The ideal candidate is a strategic thinker who thrives in a fast-paced environment, excels at translating complex data and regulatory requirements into compelling products, and leads cross-functional teams from conception through launch.
ESSENTIAL FUNCTIONS:
Build a strategic vision, goals, and multi-year roadmap for the Analytics product suite; align with broader business strategy.Maintains expert knowledge of the product market, customer trends, and competitive dynamics to ensure the product remains differentiated and market-leading.Research and define customer needs; translate those needs into features in an agile development environment. Prioritize ruthlessly — cut through noise and focus on what matters.Define and own product roadmaps, managing the backlog based on customer needs, competitive analysis, regulatory requirements, and market opportunities.Drive discovery with clients to deeply understand business problems — including regulatory reporting obligations (e.g., NCUA 5300 Call Report) and data analytics use cases — and ensure the product portfolio delivers meaningful solutions.Define minimum viable product and balance trade-offs across time, effort, investment, and value.Lead cross-functional, multi-disciplinary teams to bring new products and features to market.Integrate and operate in partnership with development, UX, business analysts, and scrum masters to ensure products meet market needs.Partner with marketing and sales to clearly communicate product benefits and competitive differentiation.Lead go-to-market activities to ensure successful launches across the organization.Work with product leadership and finance to build product business cases and define customer pricing.Build rapport with clients; collect feedback and monitor competitive offerings to continuously sharpen product positioning.Understand how data can be used for competitive advantage; work across marketing, sales, and customer service to clarify data use cases and ensure development teams have the datasets they need.Own product metrics and drive fast experimentation and iteration.Build trust and effective relationships with peers; provide leadership across the division and partner ecosystem.Other duties as assigned.KNOWLEDGE SKILLS & ABILITIES
POSITION REQUIREMENTS:
Required qualifications:
Bachelor's degree (BA/BS) from an accredited university; MBA or advanced degree a plus.6+ years of product management or FI executive reporting/data analytics experience, with a demonstrated track record of designing, building, and launching products that customers love and drive real business impact.Proven experience developing multi-year product visions aligned with business strategy; experience building scalable analytics products with enterprise clients.Strong understanding of how data drives competitive advantage; ability to define data collection parameters and use AI tools to propel efficiency and product requirements.Strong ability to translate product needs to technology — and to effectively communicate across leadership, clients, development, and engineering teams.Experience with enterprise software or products designed for financial institutions (FIs); FinTech experience required.Excellent analytical skills; comfort working with complex financial, operational, and predictive data.Strong project management skills; able to manage multiple initiatives simultaneously.Detail-oriented, unfazed by technical complexity, committed to flawless execution.PREFERRED QUALIFICATIONS:
Prior experience in banks, credit union or financial services industries.Knowledge of NCUA regulations and financial reporting requirements (e.g., 5300 Call Report).CPA certification or equivalent financial/accounting background.Experience working with external auditors, regulators, and compliance stakeholders.SKILLS/ABILITIES:
Communication: Exceptional written and verbal communication skills; ability to engage executive leadership, technical teams, clients, and regulators with equal fluency.Analytical Thinking: Ability to define problems, collect and interpret data, and draw actionable conclusions from complex, ambiguous information.Technical Fluency: Strong working knowledge of Microsoft Office (Excel, PowerPoint, Word); ability to quickly learn company-specific platforms and tools.Leadership: Proven ability to lead without direct authority; comfortable driving alignment across engineering, design, sales, marketing, and finance.WORKING CONDITIONS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee is regularly required to sit, talk and hear. The employee is frequently required to use hands and fingers in the course of daily job duties. The vision requirements include close vision. Significant mental stress may be incurred due to time deadlines, pressures and demands from both internal and external sources.
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