B2B PropTech Project

Job Summary

We're seeking a B2B Project & Product Manager to lead the planning, coordination, and delivery of our B2B Prop Firm Tech Arm expansion. This is a hybrid role combining Project Manager (department lead) and Product Manager (tech and product oversight).

This role begins once deals are closed by the CEO — managing everything from onboarding, configuration, and deployment to ongoing product improvements. You'll sit at the center of our dev, support, compliance, and business teams, ensuring that projects are executed on time, to spec, and aligned with client and company objectives.

This is ideal for someone who thrives on structure, knows the prop trading landscape inside and out, and can translate complex needs into actionable plans across multiple systems and teams.

Responsibilities

Project Planning & Coordination:

• Build and manage structured onboarding workflows for new and migrating prop firms.
• Develop project timelines, break down tasks, and assign deliverables in Asana.
• Track progress, address bottlenecks, and escalate issues where necessary.

Product Development Oversight:

• Translate leadership vision and customer needs into clear product requirements.
• Oversee integrations between CRM, OMS/OME, and trading platforms (Tickblaze + external platforms such as NinjaTrader, Tradovate, DXtrade, Match Trader, MT4/5, CTrader, Rithmic, etc).
• Manage feature requests, QA cycles, and release readiness with dev teams.
• Ensure smooth deployments, testing, and firm handoffs.

Customer Onboarding & Deployment:

• Lead post-sales onboarding calls with new prop firms.
• Manage deep configuration for new and migrating firms, including system migrations and large-scale setups.
• Act as the primary point of contact for onboarding, setup, and deployment.

Cross-Team Communication:

• Coordinate between developers, support, compliance, sales, and business leadership.
• Provide regular updates and ensure all stakeholders have visibility into progress.
• Liaise with external firms, brokers, FCMs, and data partners.

Documentation & Processes:

• Create SOPs, onboarding guides, and deployment playbooks.
• Document all product launches and integrations to ensure scalability and repeatability.

Feedback & Roadmap:

• Collect and prioritize feedback from customers, risk managers, and internal teams.
• Align feature development with business strategy and client needs.

Reporting:

• Deliver weekly status updates and post-launch evaluations.
• Track onboarding efficiency, deployment timelines, and customer satisfaction metrics.

Key Outcomes – First 90 Days

By Day 30:

• Fully onboarded into CRM, OMS/OME, Tickblaze, and integrations.
• Map existing workflows for onboarding and deployment.
• Shadow 3+ client onboarding calls with CEO, CTO, and Operations Team.

By Day 60:

• Independently lead 2+ onboarding projects from kickoff to configuration.
• Deliver the first standardized onboarding SOP + timeline.
• Build a migration playbook for larger, complex firm setups.

By Day 90:

• Successfully deploy at least two new firms end-to-end.
• Demonstrate measurable improvements in onboarding efficiency.
• Present a 90-day retrospective with lessons learned and roadmap recommendations.
• Take full ownership as the primary contact for all post-sales projects.

Requirements

• Proven experience in project and product management in fintech, trading, or prop firm environments.
• Advanced knowledge of the prop firm lifecycle (evaluation → sim → live).
• Deep familiarity with CRM + OMS/OME systems, FCMs, liquidity/bridge integrations, and market data providers.
• Experience with multi-asset classes: futures, stocks, CFDs, crypto.
• Hands-on experience managing integrations with major trading platforms.
• Strong ability to coordinate across technical and non-technical teams.
• Excellent organizational, communication, and leadership skills.
• Solution-oriented, detail-focused, and calm under pressure.

Preferred:

• Background in a prop firm, brokerage, or trading platform vendor.
• Knowledge of regulatory frameworks (CFTC, SEC, etc).
• Technical literacy with APIs, data feeds, and migrations.

Technical Proficiency Expectations

• Zoom – scheduling, hosting, screen sharing, troubleshooting.
• Slack – channels, threads, integrations.
• Gmail – filters, templates, signatures.
• Google Calendar – scheduling, time zones, team calendars.
• Calendly – availability, links, event settings.
• CRM software – Keap, HubSpot, Salesforce, or similar.
• Project Management Software – Asana, Jira, Trello, Zendesk.

Work Environment

• Fully remote, full-time, aligned with U.S. Eastern Time.
• High responsiveness and accountability.
• Adaptability to shifting priorities.

Technical Requirements

• Reliable high-performance computer.
• Stable high-speed internet.
• Quiet, professional home office setup.

Application Process

Please email your resume to with the subject line:

NOW HIRING: B2B PropTech Project & Product Manager.

Along with your resume, include short answers to the following:

• Are you comfortable working remotely using your own equipment?
• Are you available to engage as an independent contractor (not as an employee)?
• Can you commit to full-time hours aligned with U.S. Eastern Time?
• What trading platforms, software, or prop firms have you used, and what type of trading have you done?
• How many years of project/product management experience do you have?
• Describe a project you led end-to-end in a trading, fintech, or prop firm environment.
• Share one example of a time you collected stakeholder feedback and integrated it into a product roadmap.
• What project management tools are you most proficient in? Give an example of how you've used them to improve workflow efficiency.
• Pick one productivity tool you use regularly and describe one feature or workflow you use that most people don't know or use effectively.
• Give one reason why you are uniquely qualified for this role and stand out from other candidates.

Note: Using AI tools like ChatGPT for formatting or drafting is fine, but we value genuine, personal responses over generic copy. Keep it real and concise.

APPLICANTS MUST ANSWER ALL SCREENING QUESTIONS ABOVE TO BE CONSIDERED. INCOMPLETE SUBMISSIONS WILL RESULT IN AUTOMATIC DISQUALIFICATION.

Job Type: Full-time

Application Question(s):

• Have you emailed us your CV as instructed? If so, no need to submit your application here.