Principal Product Manager


CircleUp is a technology company that leverages Helio​, its own proprietary data aggregation and machine learning platform, to power each of its three business lines today – Equities, Credit, and a newly launched SaaS offering. CircleUp is bringing the data-driven revolution that occurred in the public markets to the private markets, starting with consumer & retail. Along with existing high-performing equity and credit funds, we are launching a brand new SaaS business for external customers, enabling better decision-making for investors, companies, retailers, and more. CircleUp’s mission is to help entrepreneurs thrive by giving them the capital and resources they need. By providing access to our insights externally, we plan to exponentially increase our impact on entrepreneurs.  

We are looking for an entrepreneurial product leader to manage and own the evolution of our new SaaS based product. We’re looking for someone who thrives on solving hard ambiguous problems, and gets energized about the idea of disrupting an entire industry.  

CircleUp has been named one of the Top 5 Most Disruptive Companies in Finance byCNBC, one of the 50 Best FinTech Innovators by KPMG, Top 3 Most InnovativeCompanies within Data Science by Fast Company and one of America's MostPromising Companies by Forbes. We are backed by top-tier investors includingUnion Square Ventures, Canaan Ventures, Rose Park, TPG, and Temasek. Founded in 2012, CircleUp is headquartered in San Francisco and backed by Union Square Ventures, GV, Canaan Partners, QED Advisors, and others.


  • Create and articulate a compelling vision, strategy, and roadmap based on customer driven learning and iteration. Get alignment from cross-functional team members and executives for your vision and strategy.
  • Lead customer discovery and synthesize market needs from interviews with customers, research into product requirements and roadmap. There will be a heavy emphasis on customer interactions to uncover pain points, risks, make trade-offs that drive product direction.
  • With your team of engineers and data scientists, deliver iterative prototypes that uncover customer value and define requirements for the product as we go - have a test and learn approach to product development
  • Define product metrics, objectives, and key results to help guide, prioritize, and measure the success of the strategy, product initiativesWork cross-functionally with engineering, data science, our General Manager, legal teams to build, release, and promote new capabilities.


  • You have at least 7 years experience as a Product Manager for SaaS products
  • Demonstrated success in building early stage products from the ground up
  • Experience with building data products ideally with UX/UI
  • Experience in financial investing, CPG as a sector is greatly preferred but not required
  • You get excited about disrupting an entire industry within the private investment markets
  • You are a proactive self-starter with a bias toward action and the courage to overcome meaningful obstacles

If you got to this point, we hope you’re feeling excited about the job description you just read! Even if you feel that you don't meet all of the requirements and qualifications, we still encourage you to apply. We’re eager to speak with those who share our passion to help entrepreneurs thrive - not just those who match every bullet point in our job descriptions. 

CircleUp is an equal opportunity employer. We do not discriminate based upon race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status (including registered domestic partnership status), sex and gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity and gender expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), age, sexual orientation, Civil Air Patrol status, military and veteran status and any other consideration protected by federal, state or local law. We encourage those who really want to make an impact to apply for our open positions.


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