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Works with enterprise clients to identify, scope, and validate high-value AI and data opportunities by translating business problems into actionable MVPs.
Join phData, a remote-first data and AI consultancy company with employees across the United States, Latin America, and India. We partner with industry leaders, including Snowflake, AWS, Anthropic, Glean, and dbt, to solve the complex data and AI challenges that slow large enterprises.
We’re growing fast, and we give our people real ownership over their work. We hire top performers and trust them to deliver results.
Why phData?
phData is seeking a Forward Deployed Strategist to join our Advisory team.
The Forward Deployed Strategist is a business-first consultant who helps clients rapidly identify, shape, and accelerate high-value AI and data opportunities. This role sits at the intersection of consulting, product thinking, value mapping, and technology, working directly with business stakeholders to uncover high-impact use cases, frame them in clear business terms, and turn them into actionable MVPs that deliver measurable value.
At phData, the Forward Deployed Strategist is the primary business-facing lead on a small, nimble activation-style team. They quickly understand and internalize client challenges, build trust with executives, managers, and frontline operators, connect technical possibilities to business priorities, and help clients move from scattered ideas to real AI-enabled workflows, prototypes, and decisions with speed and clarity.
Core Responsibilities
Client Discovery & Opportunity Framing
Business Value, Communication & Executive Storytelling
Prototype Activation & Scale Readiness
Client Leadership & Engagement Ownership
Required Experience
Preferred Experience
phData celebrates diversity and is committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at phData. We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at People Operations.
Owns full product lifecycle for broker/carrier enrollment and AI extraction products, bridging customer needs with engineering execution and shipping features end-to-end.
Pasito is the AI workspace for employee benefits.
We’re rethinking how group insurance and benefits are underwritten, delivered, used and measured - by the people who design them and the people who depend on them. Instead of static PDFs, disconnected systems, and manual workflows, Pasito brings plan design, payroll and benefits data, claims, and financial context into a single, AI‑native workspace that helps benefits actually work for the 178 million Americans who depend on this system.
We don’t build for brokers, carriers and employers - we build with them. That collaboration shows up in everything we ship: AI agents that extract and structure plan data, tools that turn complexity into clarity for employees, and workflows that save carriers and consultants hundreds of hours per case.
Today, Pasito supports many of the largest insurance carriers and brokers in the U.S. We’re backed by Y Combinator and Core Innovation Capital, and we’re growing quickly. We ship fast, iterate relentlessly, and care deeply about building systems that are accurate, scalable, and human.
If you’re excited to work alongside exceptional operators and engineers, and apply AI in a legacy industry where precision and trust matter, Pasito is the place for you.
We’re hiring a Product Owner to own and drive the development of key products at Pasito, including our broker and carrier enrollment workbench and AI Extractions and plan processing products.
This role sits at the center of the company, bridging customer needs and technical execution. You will report to the VP of Product & Data and take full ownership of the product and feature lifecycle for your areas, from idea to launch and beyond.
This is a highly hands-on role for someone who is exceptionally organized, an excellent communicator, and excited to own execution end-to-end.
Own the full product lifecycle
Take products and features from concept to launch and beyond
Define requirements, write clear product specs, and manage execution through delivery
Ensure high quality and usability before anything ships
Drive day-to-day product execution
Work closely with engineering, design, data, quality assurance, and forward-deployed teams to prioritize, scope, and ship features
Maintain clear roadmaps and ensure timelines are met
Identify tradeoffs quickly and keep development moving forward
Bridge customer needs and product decisions
Work closely with internal teams and clients to understand workflows, pain points, and
opportunities
Translate real-world use cases into clear product requirements
Understand what users ask for and what they actually need, ensuring what we build
solves meaningful problems
Own communication and rollout
Partner with Marketing to clearly communicate product updates and launches
Create high-quality written materials (release notes, product docs, internal updates)
Ensure messaging is clear, polished, and aligned with product value
Enable internal teams
Train forward-deployed, sales, and client teams on new features and workflows
Create documentation and materials that make products easy to understand and use
Act as the internal expert for your product areas
An exceptional communicator with outstanding written and spoken English
Highly organized and detail-oriented, and skilled at multi-tasking
Strong sense of ownership (you take responsibility for outcomes, not just tasks)
Comfortable operating in a fast-paced, ambiguous environment
Low ego, highly collaborative, and focused on building great products
Naturally curious about how systems work and how to improve them
User-focused; you ground decisions in a genuine understanding of the people who will use our products
2–5 years of experience in product, engineering or a similar role
Experience working cross-functionally with engineering, design, or technical teams
Strong experience writing clear, structured documentation or product specs
Experience managing projects or workflows end-to-end
Exposure to B2B SaaS, enterprise software, or complex workflows is a plus
Interest in AI-driven products or data-heavy systems is a plus
Real ownership: You will directly own products used by leading brokers and carriers
Central role: Sit at the intersection of product, engineering, and customers
Fast growth: Learn quickly by owning meaningful product areas early in your career
Strong team: Work closely with experienced leaders across Product, Engineering,
Silver screening Interview
Client Screening Interview
Client Technical interview
Client Behavioral Interview
Owns product strategy, UX design, and prototyping for AI-powered work intelligence features, balancing customer discovery with hands-on design and technical feasibility decisions.
ActivTrak is building the next generation of work intelligence products powered by conversational AI and the Model Context Protocol (MCP). This role owns Work Advisor’s add-on MCP capability, consumption-based pricing for AI features, and expansion packs, the product line that makes ActivTrak’s data usable through LLMs and agentic tools rather than dashboards alone.
We’re looking for someone who can move fluidly between product strategy and hands-on UX and prototyping. You’ll define what we build and why, shape how it feels to use, and get close enough to the code and MCP tooling to make sharp calls about feasibility, without needing to hand off every decision to a designer or engineer first.
This role is fluid by design. Some weeks you’ll be deep in customer discovery and roadmap tradeoffs. Others you’ll prototype a new MCP tool flow or review pricing mechanics with engineering. The through line is ownership: you drive clarity from problem to shipped product.
We’re starting this as a contract engagement so both sides can confirm fit before committing to a permanent role. We expect to make a conversion decision around [milestone or timeframe].
Product strategy and delivery
UX and design
Technical fluency
Nice to have
Work environment
ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.
Owns full product lifecycle for broker and carrier enrollment workbench and AI products, from concept through launch, bridging customer needs with engineering execution.
Pasito is the AI workspace for employee benefits.
We’re rethinking how group insurance and benefits are underwritten, delivered, used and measured - by the people who design them and the people who depend on them. Instead of static PDFs, disconnected systems, and manual workflows, Pasito brings plan design, payroll and benefits data, claims, and financial context into a single, AI‑native workspace that helps benefits actually work for the 178 million Americans who depend on this system.
We don’t build for brokers, carriers and employers - we build with them. That collaboration shows up in everything we ship: AI agents that extract and structure plan data, tools that turn complexity into clarity for employees, and workflows that save carriers and consultants hundreds of hours per case.
Today, Pasito supports many of the largest insurance carriers and brokers in the U.S. We’re backed by Y Combinator and Core Innovation Capital, and we’re growing quickly. We ship fast, iterate relentlessly, and care deeply about building systems that are accurate, scalable, and human.
If you’re excited to work alongside exceptional operators and engineers, and apply AI in a legacy industry where precision and trust matter, Pasito is the place for you.
We’re hiring a Product Owner to own and drive the development of key products at Pasito, including our broker and carrier enrollment workbench and AI Extractions and plan processing products.
This role sits at the center of the company, bridging customer needs and technical execution. You will report to the VP of Product & Data and take full ownership of the product and feature lifecycle for your areas, from idea to launch and beyond.
This is a highly hands-on role for someone who is exceptionally organized, an excellent communicator, and excited to own execution end-to-end.
Own the full product lifecycle
Take products and features from concept to launch and beyond
Define requirements, write clear product specs, and manage execution through delivery
Ensure high quality and usability before anything ships
Drive day-to-day product execution
Work closely with engineering, design, data, quality assurance, and forward-deployed teams to prioritize, scope, and ship features
Maintain clear roadmaps and ensure timelines are met
Identify tradeoffs quickly and keep development moving forward
Bridge customer needs and product decisions
Work closely with internal teams and clients to understand workflows, pain points, and
opportunities
Translate real-world use cases into clear product requirements
Understand what users ask for and what they actually need, ensuring what we build
solves meaningful problems
Own communication and rollout
Partner with Marketing to clearly communicate product updates and launches
Create high-quality written materials (release notes, product docs, internal updates)
Ensure messaging is clear, polished, and aligned with product value
Enable internal teams
Train forward-deployed, sales, and client teams on new features and workflows
Create documentation and materials that make products easy to understand and use
Act as the internal expert for your product areas
An exceptional communicator with outstanding written and spoken English
Highly organized and detail-oriented, and skilled at multi-tasking
Strong sense of ownership (you take responsibility for outcomes, not just tasks)
Comfortable operating in a fast-paced, ambiguous environment
Low ego, highly collaborative, and focused on building great products
Naturally curious about how systems work and how to improve them
User-focused; you ground decisions in a genuine understanding of the people who will use our products
2–5 years of experience in product, engineering or a similar role
Experience working cross-functionally with engineering, design, or technical teams
Strong experience writing clear, structured documentation or product specs
Experience managing projects or workflows end-to-end
Exposure to B2B SaaS, enterprise software, or complex workflows is a plus
Interest in AI-driven products or data-heavy systems is a plus
Real ownership: You will directly own products used by leading brokers and carriers
Central role: Sit at the intersection of product, engineering, and customers
Fast growth: Learn quickly by owning meaningful product areas early in your career
Strong team: Work closely with experienced leaders across Product, Engineering,
Silver screening Interview
Client Screening Interview
Client Technical interview
Client Behavioral Interview
Product manager owns strategy, roadmap, and execution for AI-powered product capabilities including pricing, customer discovery, requirements, UX design, and cross-functional coordination.
ActivTrak is building the next generation of work intelligence products powered by conversational AI and the Model Context Protocol (MCP). This role owns Work Advisor’s add-on MCP capability, consumption-based pricing for AI features, and expansion packs, the product line that makes ActivTrak’s data usable through LLMs and agentic tools rather than dashboards alone.
We’re looking for someone who can move fluidly between product strategy and hands-on UX and prototyping. You’ll define what we build and why, shape how it feels to use, and get close enough to the code and MCP tooling to make sharp calls about feasibility, without needing to hand off every decision to a designer or engineer first.
This role is fluid by design. Some weeks you’ll be deep in customer discovery and roadmap tradeoffs. Others you’ll prototype a new MCP tool flow or review pricing mechanics with engineering. The through line is ownership: you drive clarity from problem to shipped product.
We’re starting this as a contract engagement so both sides can confirm fit before committing to a permanent role. We expect to make a conversion decision around [milestone or timeframe].
Product strategy and delivery
UX and design
Technical fluency
Nice to have
Work environment
ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.
Work with enterprise clients to identify high-value AI and data opportunities, frame business problems, and guide implementation of AI-enabled solutions from discovery through MVP delivery.
Join phData, a remote-first data and AI consultancy company with employees across the United States, Latin America, and India. We partner with industry leaders, including Snowflake, AWS, Anthropic, Glean, and dbt, to solve the complex data and AI challenges that slow large enterprises.
We’re growing fast, and we give our people real ownership over their work. We hire top performers and trust them to deliver results.
Why phData?
phData is seeking a Forward Deployed Strategist to join our Advisory team.
The Forward Deployed Strategist is a business-first consultant who helps clients rapidly identify, shape, and accelerate high-value AI and data opportunities. This role sits at the intersection of consulting, product thinking, value mapping, and technology, working directly with business stakeholders to uncover high-impact use cases, frame them in clear business terms, and turn them into actionable MVPs that deliver measurable value.
At phData, the Forward Deployed Strategist is the primary business-facing lead on a small, nimble activation-style team. They quickly understand and internalize client challenges, build trust with executives, managers, and frontline operators, connect technical possibilities to business priorities, and help clients move from scattered ideas to real AI-enabled workflows, prototypes, and decisions with speed and clarity.
Core Responsibilities
Client Discovery & Opportunity Framing
Business Value, Communication & Executive Storytelling
Prototype Activation & Scale Readiness
Client Leadership & Engagement Ownership
Required Experience
Preferred Experience
phData celebrates diversity and is committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at phData. We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at People Operations.
Own the full product lifecycle for key AI-native benefits platform products, bridging customer needs with engineering and design teams to ship features from concept to launch.
Pasito is the AI workspace for employee benefits.
We’re rethinking how group insurance and benefits are underwritten, delivered, used and measured - by the people who design them and the people who depend on them. Instead of static PDFs, disconnected systems, and manual workflows, Pasito brings plan design, payroll and benefits data, claims, and financial context into a single, AI‑native workspace that helps benefits actually work for the 178 million Americans who depend on this system.
We don’t build for brokers, carriers and employers - we build with them. That collaboration shows up in everything we ship: AI agents that extract and structure plan data, tools that turn complexity into clarity for employees, and workflows that save carriers and consultants hundreds of hours per case.
Today, Pasito supports many of the largest insurance carriers and brokers in the U.S. We’re backed by Y Combinator and Core Innovation Capital, and we’re growing quickly. We ship fast, iterate relentlessly, and care deeply about building systems that are accurate, scalable, and human.
If you’re excited to work alongside exceptional operators and engineers, and apply AI in a legacy industry where precision and trust matter, Pasito is the place for you.
We’re hiring a Product Owner to own and drive the development of key products at Pasito, including our broker and carrier enrollment workbench and AI Extractions and plan processing products.
This role sits at the center of the company, bridging customer needs and technical execution. You will report to the VP of Product & Data and take full ownership of the product and feature lifecycle for your areas, from idea to launch and beyond.
This is a highly hands-on role for someone who is exceptionally organized, an excellent communicator, and excited to own execution end-to-end.
Own the full product lifecycle
Take products and features from concept to launch and beyond
Define requirements, write clear product specs, and manage execution through delivery
Ensure high quality and usability before anything ships
Drive day-to-day product execution
Work closely with engineering, design, data, quality assurance, and forward-deployed teams to prioritize, scope, and ship features
Maintain clear roadmaps and ensure timelines are met
Identify tradeoffs quickly and keep development moving forward
Bridge customer needs and product decisions
Work closely with internal teams and clients to understand workflows, pain points, and
opportunities
Translate real-world use cases into clear product requirements
Understand what users ask for and what they actually need, ensuring what we build
solves meaningful problems
Own communication and rollout
Partner with Marketing to clearly communicate product updates and launches
Create high-quality written materials (release notes, product docs, internal updates)
Ensure messaging is clear, polished, and aligned with product value
Enable internal teams
Train forward-deployed, sales, and client teams on new features and workflows
Create documentation and materials that make products easy to understand and use
Act as the internal expert for your product areas
An exceptional communicator with outstanding written and spoken English
Highly organized and detail-oriented, and skilled at multi-tasking
Strong sense of ownership (you take responsibility for outcomes, not just tasks)
Comfortable operating in a fast-paced, ambiguous environment
Low ego, highly collaborative, and focused on building great products
Naturally curious about how systems work and how to improve them
User-focused; you ground decisions in a genuine understanding of the people who will use our products
2–5 years of experience in product, engineering or a similar role
Experience working cross-functionally with engineering, design, or technical teams
Strong experience writing clear, structured documentation or product specs
Experience managing projects or workflows end-to-end
Exposure to B2B SaaS, enterprise software, or complex workflows is a plus
Interest in AI-driven products or data-heavy systems is a plus
Real ownership: You will directly own products used by leading brokers and carriers
Central role: Sit at the intersection of product, engineering, and customers
Fast growth: Learn quickly by owning meaningful product areas early in your career
Strong team: Work closely with experienced leaders across Product, Engineering,
Silver screening Interview
Client Screening Interview
Client Technical interview
Client Behavioral Interview
Leads product strategy and development for a healthcare platform, working to simplify complex healthcare navigation systems.
Manages product strategy and roadmap for a healthcare technology platform aimed at improving U.S. healthcare navigation and literacy.
Leads product strategy and development for an AI-powered investing platform, working across technical and business stakeholders.
Manages product strategy and roadmap for an AI-powered neobank application, translating user needs into technical requirements.
Manages product strategy and roadmap for an AI-powered investing platform, working cross-functionally with engineering and design teams.
Manages product strategy and roadmap for an AI-powered stockbroking application, balancing technical requirements with user needs.
Manages product strategy and development for an AI-powered neobanking platform, working with engineering and design teams to deliver financial features.
Manages product strategy and roadmap for an AI-powered neobank application, balancing technical requirements with user needs.
Manages product strategy and roadmap for an AI-powered stockbroking application, working with engineering and design teams to deliver user-facing features.
Manages product strategy and development for an AI-powered neobank application, translating user needs into technical requirements.
Manages product strategy and development for an AI-powered stockbroking application to deliver smart financial tools.
Manages product strategy and development for an AI-powered neobanking platform, balancing technical requirements with user needs.
Manages product strategy and execution for a commerce platform, working with technical and business stakeholders to deliver e-commerce solutions.