Product Manager, AI OCR & IDP 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.

Management 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.