Senior Product Manager, Core Financials AI at Workday · Trevo

Job description

About the role

Your work days are brighter here. We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you’ve found a match in Workday, and we hope to be a match for you too. About the Team The Core Financial Accounting Product Management team at Workday is at the center of how we bring AI into the Office of the CFO. We empower customers with intuitive experiences, continuous innovation, and AI-driven business compliance and operational efficiency across Workday Financials. Workday Financials is a product organization that is always evolving. We are a team of product-minded technologists who are passionate about making life better for finance professionals and everyone who interacts with the Office of the CFO. We partner closely with the Agent Platform and broader AI teams to design and deliver agentic, AI-powered experiences on top of our Core Financials foundation. We use AI tools such as Cursor and large language models to build finance-focused agent skills that help customers automate repetitive work, improve decision quality, and unlock new insights. If you enjoy collaborating with a supportive team that is always looking for fresh ways to innovate with new tools, frameworks, and processes, this is a great place to grow your career. As a Senior Product Manager for Core Financials AI, you will lead the definition and delivery of AI-powered capabilities and agent skills that transform how finance teams use Workday Financials. You’ll sit at the intersection of AI and accounting: owning AI use cases that span core accounting workflows, and ensuring they are understood, trusted, and adopted by customers at scale. You will either build finance-focused, customer-facing agents on top of Workday’s Agent Platform or define the underlying capabilities and patterns that help application teams bring Core Financials AI skills to market quickly and consistently. You’ll work at high velocity with machine learning, engineering, AI platform, and financials domain product partners to turn emerging AI techniques into clear product narratives, scalable solutions, and measurable business outcomes. This role calls for strong product judgment, deep curiosity about AI and agentic systems, and a genuine interest in financial workflows. You will help define how Workday positions, builds, and delivers next-generation Core Financials with AI and agents—ensuring innovation lands with clarity, credibility, and purpose for the Office of the CFO. About You

What you'll do

Owning the vision, strategy, and roadmap for AI-powered capabilities and agent skills within Core Financials, grounded in the needs of CFOs, controllers, and accounting teams
Identifying the highest-impact, highest-ROI AI opportunities in Core Financials, advocating for them within Workday, and building or enabling other teams to build these capabilities
Partnering with AI and Agent Platform teams to design secure, governed, and trustworthy agentic experiences tailored to financial use cases
Developing a deep understanding of Workday Core Financials and adjacent products, and using that knowledge to define AI/agent use cases that are technically feasible and financially meaningful
Working closely with engineering, ML, UX, and content teams to define product requirements, experiment with AI/LLM-powered solutions, and ship production-grade features—not just prototypes
Interfacing with customers to run discovery, validate concepts, and operate early adopter/validation programs that de-risk AI investments and ensure customer value and referenceability
Defining value outcomes and success metrics for Core Financials AI investments, and using data and research to inform prioritization and iteration
Partnering with other product teams across Financials and the wider Workday portfolio to ensure agent skills compose well, respect controls and compliance needs, and feel cohesive across experiences
Acting as the product champion for Core Financials AI: clearly communicating the vision, roadmap, and new capabilities to internal stakeholders, field teams, and customers
Mentoring and coaching other product managers who are exploring AI and agent use cases in financial domains, and helping to uplevel AI product practices across the team
Basic Qualifications
5+ years of experience in product management, including end-to-end ownership of product or feature lifecycles
5+ years of experience with SaaS/B2B products
Technically proficient (even if not a coder) with AI and LLM-powered technology (e.g., understanding agent architectures, LLM capabilities/limitations, prompt patterns, and evaluation approaches)
Experience as a product owner, enterprise financials systems analyst, or functional consultant working on ERP, financial management, accounting, or closely related financial systems
Other Qualifications
Skilled in decision making and creative problem-solving, with the ability to evaluate complex situations, weigh trade-offs, and select the best course of action from multiple alternatives. You bring creativity and sound judgment to ambiguous challenges and develop proactive solutions that move the product and team forward.
Demonstrated strength in cross-team collaboration and operational coordination, with experience leading complex initiatives across multiple functions (e.g., ML, platform, application product teams, and go-to-market). You are organized, capable of tracking many moving pieces, and can bring together diverse teams to deliver results on time and with quality.
Experienced in business influence, with the ability to synthesize complex inputs—from finance stakeholders, AI platform constraints, and customer feedback—into a compelling AI product strategy and direction for Core Financials. You build buy-in from team members, contributors, and partners, and you can articulate a clear vision.
Comprehensive understanding of the reporting and analytics needs of the Office of the CFO, and how AI and agents can augment tasks like close, reconciliation, reporting, and analysis.
Passionate about following the latest in AI products and emerging technologies, with hands-on experience exploring and experimenting with tools such as large language models, retrieval-augmented generation, and agent frameworks.
Strong data analysis skills: you use product analytics, usage data, and qualitative research to derive actionable insights that inform AI use-case selection, prioritization, and iteration, and to measure the impact of AI features in production.
Comfortable engaging in technical discussions with engineering and ML partners (e.g., trade-offs between retrieval vs. fine-tuning, safety/guardrail approaches, performance and cost considerations), even if you are not writing code day-to-day.
A deeply empathetic customer advocate with a history of understanding complex customer pain points quickly based on public information, internal data, and customer conversations—and translating them into differentiated AI-powered experiences for enterprise users.
The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits in Canada, please click here. For more information regarding Workday’s comprehensive benefits in the US, please click here.
Primary Location: USA.CA.Pleasanton
Primary Location Base Pay Range: $168,000 USD - $252,000 USD
Additional CAN Location(s) Base Pay Range: $135,700 - $203,500 CAD
Our Approach to Flexible Work
With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.
Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.
Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.
At Workday, we are committed to providing an accessible and inclusive hiring experience where all candidates can fully demonstrate their skills. If you require assistance or an accommodation at any point, please email accommodations@workday.com.
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About the role

What you'll do

Tech stack