About CoAd

CoAd is a leading HCM organization providing payroll, benefits administration, HR compliance, workforce management, and full-service PEO and ASO services to more than 16,000 clients nationwide. Through our technology, CoAd delivers technology-enabled solutions that support employers and worksite employees across the United States.

As CoAd modernizes its technology portfolio and expands its AI-enabled capabilities, Product Management plays a critical role in ensuring investments are aligned to customer outcomes, operational excellence, revenue growth, and competitive differentiation.

Position Overview

The Head of Product at CoAd is a senior product executive responsible for defining product vision, portfolio strategy, roadmap prioritization, and business outcomes across CoAd's full technology portfolio supporting PEO, ASO, and Payroll product lines, including future AI-enabled solutions.

This is not a sit behind a desk and direct position. This is a roll up your sleeves position that creates visibility for you and your team within the walls of CoAd, and outside in the market and within the industry. We are a fast-paced organization and expect this role to keep up or go faster.

Reporting directly to the CIO, this role serves as the organizational owner of product strategy and investment prioritization, ensuring technology investments align with customer needs, market opportunities, revenue growth objectives, and CoAd's long-term strategic direction.

The ideal candidate brings deep expertise in Payroll, Human Capital Management (HCM), Benefits Administration, and Professional Employer Organization (PEO) services, enabling them to proactively identify market opportunities, anticipate customer needs, and shape product investments that strengthen CoAd's competitive position.

This role requires a strategic, market-focused leader who drives outcomes, challenges assumptions, creates organizational alignment, and brings forward recommendations rather than waiting for direction. The Head of Product will partner closely with the CIO, Executive Leadership, Head of AI, Head of Engineering and Head of Architecture to ensure CoAd's product investments deliver measurable customer and business value.

Why This Role Matters

The Head of Product will play a critical role in shaping the future of CoAd's technology portfolio, customer experience, and market position. Success in this role requires a leader who combines deep Payroll, HCM, Benefits Administration, and PEO expertise with strong product leadership capabilities, strategic thinking, and a relentless focus on delivering measurable customer and business value  — and who can communicate that vision with clarity and conviction to every level of the organization, from engineering teams to the Board.

This leader will set the agenda for what CoAd builds next — driving the product investments, platform capabilities, and AI-enabled experiences that position CoAd as the provider of choice for our clients' workforces and be the premier technology provider of choice in the PEO, ASO, and HCM market. CoAd is competing to lead this market, not follow it, and this role is how we get there. 

Essential Job Functions

Product Vision & Strategy

•     Define and own the product vision and long-term strategy across all CoAd technology platforms and future platform investments.

•     Develop and maintain multi-year product roadmaps aligned with business objectives.

•     Identify market opportunities, customer needs, industry trends, and competitive threats – including the growing ASO segment where platform capability and employee experience (EX) are now the primary basis of competitive differentiation.

•     Translate business strategy into product investment recommendations and execution plans.

•     Serve as the voice of the customer across all product decisions.

Portfolio Management & Prioritization

•     Own enterprise product portfolio prioritization and roadmap governance.

•     Balance customer demand, compliance requirements, modernization initiatives, technical debt, and growth opportunities.

•     Lead executive-level prioritization discussions and investment decisions.

•     Develop business cases supporting strategic product investments.

•     Ensure product investments deliver measurable business value and market impact, including growth in per-employee-per-month (PEPM) revenue, net revenue retention (NRR), gross revenue retention (GRR), and module attach rates across PEO, payroll, benefits, time, and HCM. 

Executive Leadership & Cross-Functional Alignment

•     Partner closely with the CIO, Head of Engineering, Head of AI, and Architecture leadership.

•     Align product strategy with engineering capacity, architectural direction, and AI innovation initiatives.

•     Build strong relationships across Operations, Sales, Customer Success, Marketing, Finance, and Executive Leadership.

•     Drive organizational alignment around product priorities and business outcomes.

•     Present product strategy, roadmap recommendations, and investment priorities to executive stakeholders.

•     Translate complex product and technology decisions into clear, compelling business narratives — communicating tradeoffs, risks, and investment rationale in language that drives alignment and action at the Board, C-suite, and senior leadership levels.

Product Execution & Governance

•     Establish accountability, decision-making frameworks, and governance processes across the product function.

•     Monitor roadmap execution and product performance.

•     Remove obstacles and accelerate organizational decision-making.

•     Ensure teams remain focused on delivering customer and business value.

•     Define and monitor product KPIs and success metrics.

Market, Customer & Competitive Intelligence

•     Develop a deep understanding of customer needs, market dynamics, and industry trends.

•     Engage directly with clients, prospects, and industry stakeholders.

•     Monitor competitive offerings and emerging technology developments.

•     Identify opportunities to improve market position, customer outcomes, and product differentiation - with particular focus on employee experience (EX), multi-state compliance depth, and the Payroll-to-ASO-to-PEO expansion opportunity as CoAd grows its addressable market. 

AI-Enabled Product Innovation

•     Partner with the Head of AI to identify and prioritize AI-enabled product opportunities.

•     Incorporate AI capabilities into product strategy and roadmap planning.

•     Support the development of intelligent, scalable customer experiences.

•     Ensure product investments align with CoAd's broader AI strategy and innovation objectives.

Required Skills & Experience

•     10+ years of progressive Product Management experience.

•     5+ years leading product organizations within HCM, Payroll, PEO, Benefits Administration, Workforce Management, HR Technology, or closely related enterprise software environments.

•     Deep expertise in Payroll, Human Capital Management (HCM), Benefits Administration, Professional Employer Organization (PEO) services, and Administrative Services Organization (ASO).

•     Proven experience developing product strategy, defining roadmaps, and leading complex product portfolios.

•     Experience in building and supporting AI-enabled products, automation initiatives, and digital transformation programs — including intelligent employee self-service, workforce analytics, and hire-to-retire platform strategies that reduce client churn and expand PEPM. 

•     Demonstrated success driving product innovation, customer adoption, and business growth.

•     Strong understanding of software development lifecycles, agentic development, agile methodologies, and modern product operating models.

•     Experience influencing executive stakeholders and leading cross-functional initiatives.

•     Strong business acumen with the ability to translate market opportunities into product investments and measurable outcomes.

Preferred Skills & Experience

•     Experience leading product organizations within a PEO, payroll provider, HCM platform, or benefits administration company.

•     Experience operating within a private equity-backed or high-growth organization.

•     MBA or advanced degree in Business, Technology, or a related discipline.

What Success Looks Like

Within the first 90 days, the Head of Product will have:

•     Completed a comprehensive assessment of CoAd's product portfolio, roadmap, and strategic priorities.

•     Established a product governance and prioritization framework aligned with executive objectives.

•     Built strong working relationships with the CIO, Engineering, AI, and Architecture leadership teams.

•     Delivered strategic recommendations for CoAd Quantum, CoAd Enroll, Gold, and future platform investments.

•     Established executive reporting and product performance metrics.

•     Identified specific product investment opportunities with quantified revenue impact, including PEPM expansion levers, module attach opportunities, and PayrollASO/PEO growth vectors aligned to CoAd's annual growth targets. 

•     Implemented clear accountability and decision-making processes across the product function.

•     Developed a multi-year product strategy aligned with CoAd's growth objectives and technology modernization initiatives.

EEO

CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.