Head of Product Management

Andesa is the leading provider of policy and plan administration solutions in the Advanced Markets space, including policy transaction management and NQDC recordkeeping. These solutions simplify the ongoing administration of complex life insurance and annuity products in BOLI, COLI, ICOLI, and Private Placement. Using market and product expertise, configurable capabilities for complex products, and security and reliability at scale, Andesa improves speed to market and empowers carriers and brokers to serve high-value markets with confidence.

In late March 2026, Terminus Capital Partners, an Atlanta based private equity firm focused on enterprise software companies, acquired a majority stake investment in Andesa to accelerate growth and increase investment in technology modernization, platform capabilities, and long-term innovation, while preserving the company's client-centric culture and operational continuity.

The hiring of a head of product management builds on this momentum and reflects Andesa's commitment to invest in the people, processes, and platforms behind its policy lifecycle and plan administration solutions.

The Head of Product Management is a newly created role and the first dedicated product leadership position at Andesa. We are hiring an experienced product leader to bring discipline, best practices, and outside-in perspective we have not had before, and to translate Andesa’s deep domain capability into a more deliberate product strategy and roadmap for our two software platforms.

This is a hands-on leadership role inside a profitable, established business. You will own the product strategy and roadmap for our carrier policy administration platform and our emerging broker plan administration platform. You will also partner with services leadership where our software and services capabilities intersect. We expect you to be deeply engaged in the work itself — influencing product requirements documents, sitting with clients, partnering closely with engineering, developing business cases, and personally driving the operating cadence of the function — not solely setting direction from a distance.

Andesa has a deep bench of senior business analysts and client-facing leaders who have many of the skills of product managers and owners: domain mastery, client insights, and the instinct to translate complex needs into requirements. We expect the right product leader will recruit predominantly from that internal bench, identify the BAs ready to step into product manager and product owner roles, and develop them into a high-performing team and function, supplementing with external hires where the bench has gaps.

Product Strategy and Roadmap. Develop and publish Andesa’s first integrated product roadmap for the two software platforms: the carrier policy administration platform and the emerging broker plan administration platform. Establish a clear strategy for each — defending and extending category leadership in carrier policy admin and accelerating product-market fit and growth in plan admin. Make principled investment trade-offs across the two products.

Outside-In Market Perspective. Build Andesa’s market intelligence practice. Develop a structured view of competitors (other policy admin vendors, carrier in-house systems, modern insurtech entrants, broker-tech platforms), regulatory and distribution shifts, buyer trends in each segment, and emerging adjacencies. Translate this into clear recommendations on what to build, buy, partner on, or pass.

Voice of Customer Program. In partnership with Client Success, stand up a repeatable VOC practice across both buyer segments — carriers and brokers. Establish client advisory boards, win/loss analysis, churn and expansion diagnostics, and structured intake from sales, client success and services, and the business analyst team. Turn anecdotes into insights and insights into prioritized investments.

Inbound Demand Management. Bring discipline to the flow of client-driven enhancement requests. Establish frameworks that distinguish one-off customizations from platform-worthy capabilities, create transparent prioritization across clients and products, and protect platform integrity and gross margin while keeping clients heard and well-served.

Pricing, Packaging, and Commercialization. Partner with Sales, Finance, and Senior Leadership on product pricing, packaging, tiering, and module strategy for both software products. Quantify the commercial impact of roadmap investments and ensure new capabilities are positioned and priced to win.

Go-to-Market Partnership. Work closely with Sales, Marketing, and Client Success on positioning, messaging, sales enablement, demo strategy, launch plans, and customer references. Where product marketing capacity is limited, fill the gap directly.

Cross-Functional Leadership. Build the connective tissue between Product, Sales, Client Success, Services, and Technology. Establish the operating cadence — quarterly planning, roadmap reviews, release planning, executive readouts — that unite the company around a shared set of priorities.

Engineering Partnership. Partner with Technology leadership on agile practices, release management, technical debt prioritization, platform investments, and the balance between client-specific delivery and core product development. Be hands-on in backlog grooming, sprint reviews, and release planning, especially in the early months as the function is being established.

Client Engagement and User Conferences. Contribute meaningfully to Andesa’s user conferences as a product voice. External positioning at the analyst and industry-conference level will be shared with executive leadership; you will be expected to represent the product organization credibly in direct client and prospect conversations, as necessary.

Build, Buy, and Partner Decisions. Lead structured evaluations of when to build, license, or partner. Develop a perspective on integrations, APIs, and the broader ecosystem around our software platforms.  Support M&A efforts to evaluate and execute targeted add-ons to enable scale and market expansion.

Metrics and Outcomes. Define the product organization’s KPIs and OKRs for the two software products. Own product-level outcome metrics — adoption, retention, expansion, win rates, time-to-value, NPS — and ensure investment decisions are tied to measurable business impact.

Building and Developing the Product Team. Recruit and develop Andesa’s first product management team, drawing primarily from our existing bench of senior business analysts and client-facing leaders. Identify internal candidates with the strategic instincts and growth potential to move into product manager and product owner roles. Coach direct reports who may be stepping into formal product roles for the first time. Define career paths, frameworks, rituals, and standards for the function. Supplement with external hires where the internal bench has gaps.

• 8+ years in product management, primarily at an enterprise software company, with at least 3–5 years in product leadership or management roles.
• Demonstrated experience building a product management team, setting the product vision, and developing and managing the product roadmap
• A track record of developing product talent, especially developing first-time product managers. The right candidate will be energized by coaching former business analysts and similar transfers/promotes into strong product managers and product owners.
• Strong analytical rigor and commercial fluency. Comfort with pricing, packaging, unit economics, and tying product investments to business outcomes.
• Diplomatic skill and political maturity. The ability to introduce product discipline into a successful, long-tenured organization without alienating institutional knowledge holders, and to say no to demanding clients without damaging relationships.
• Strong executive communication. Credible with senior stakeholders at carrier and broker clients in direct engagements and at user conferences.  Experience presenting to and engaging with Client Advisory Boards. 
• Bachelor’s degree required

• Background in Insurance, Financial Services, and/or Broker-Carrier like ecosystems
• Domain experience in life insurance, annuities, retirement, executive benefits, or closely adjacent enterprise software categories — policy administration, claims administration, retirement recordkeeping, wealth or trust platforms, broker and agency technology.
• Background working with complex, highly regulated, or workflow‑heavy enterprise products
• Experience with an enterprise software business going through a services-to-product or customization-to-platform transition
• Familiarity with long, multi‑stakeholder, B2B customer journeys and experiences
• MBA or equivalent strategic experience

Send your resume and a cover letter about why this role interests you by clicking the "Apply now" application link.

Andesa Services is an equal opportunity employer. We welcome applicants from all backgrounds and are committed to building an inclusive team.

Work Schedule: This is a full-time (40 Hours/Week) exempt position. Hours are flexible within core business hours. This position is fully remote reporting out of our office in Allentown, PA.

Location: Remote

Reports to: Chief Client Officer

Type: Full-time