Product Manager (AI OCR & ODP Practice)

Role Summary  

The Product Manager, AI OCR & IDP owns the complete lifecycle of Helpware's short-cycle document-processing engagements – from bidding and SOW closure through OCR/IDP configuration, development oversight, and final delivery of work product. This is a player-coach role: a single accountable owner who moves each opportunity from open job posting to delivered, billable output within tight 90-day windows, while protecting margin and quality at every step. Success is measured by speed, win rate, accuracy, and repeatable throughput across a high volume of concurrent micro-projects. 

Key Responsibilities  

Bid Management & Commercial Ownership  

• Own the end-to-end bid lifecycle for the client's short-term job opportunities: assess fit, scope effort, estimate timeline and cost, and build competitive pricing that protects margin given the rapid cadence. 

• Prepare and submit proposals; manage the bid pipeline, win rate, and revenue forecast for the line of business. 

SOW & Contract Execution  

• Draft, negotiate, and close Statements of Work within the client's master agreement framework. 

• Define deliverables, acceptance criteria, milestones, and SLAs – with tight scope boundaries and change-control terms suited to fixed-cycle work. 

• Coordinate with finance and legal on billing milestones, revenue recognition, and terms. 

OCR/IDP Configuration & Development Oversight  

• Translate client requirements into technical configuration specs: document classification, extraction templates, validation rules, exception handling, and output formats. 

• Direct, prioritize, and manage developer and engineering resources across concurrent micro-projects; serve as the single point of technical accountability. 

• Own pipeline quality – accuracy thresholds, QA, and validation before delivery. 

Delivery & Program Execution  

• Run each engagement from kickoff to closeout: timeline, resourcing, risk, and client communication. 

• Ensure work product is delivered on time, on spec, and at contracted accuracy and SLA levels. 

• Conduct handoff, closeout, and lessons-learned capture for every engagement. 

Manage ment of Client and Internal Audit Adherence 

• Ensure adherence to both client and internal audit requirements, including but not limited to: 

• Monthly AI Attestation 

• Vulnerability/Security Assessment remediations 

• Collaboration on annual pen testing and applicable remediations 

• Reports audit findings to both clients and internal management, including executive summaries and supporting data 

Continuous Improvement & Account Growth  

• Build reusable playbooks, templates, and configuration libraries to compress bid-to-delivery cycle time across engagements. 

• Identify repeat and expansion opportunities with the client; feed insights back into pricing and the OCR product roadmap. 

Required Qualifications  

• 5–8+ years in BPO/professional-services delivery, solutions consulting, or program management – ideally including document processing, IDP, OCR, or RPA/automation. 

• Demonstrated ownership of commercial deals: scoping, estimating, pricing, and SOW negotiation. 

• Technical fluency sufficient to configure and QA an OCR/IDP platform and direct developers – must speak the language (APIs, JSON, extraction models, accuracy metrics) without needing to code. 

• Strong project-management discipline; proven ability to run many small, concurrent projects at high velocity. 

• Excellent client-facing communication and negotiation skills. 

• Ability to self-manage with appropriate communications and escalations points; while ensuring seamless teammate collaboration. 

Preferred Qualifications  

• Hands-on experience with IDP/OCR platforms (e.g., ABBYY, Hyperscience, Rossum, Google Document AI, AWS Textract, Azure Form Recognizer). 

• PMP, Agile, Lean Six Sigma certification, or PDMA. 

• Prior experience managing technical products within a services based industry.