Heron Data

We automate document-heavy workflows in financial services and beyond

Hiring — 6 openYC-S20Early

What Heron Data does

At Heron, we use the latest advances in AI and LLMs to automate document-heavy workflows. Our software handles emails, analyzes attachments, and takes actions like updating CRMs or requesting more info. We serve businesses from small companies to FDIC-insured banks in sectors like Small Business Finance and Commercial Insurance.

6 open roles

Product Engineers (NYC)
New York, NY, USFull-time3+ years$180K - $280K0.05% - 0.10% equityVisa: Will sponsor
What the role involves

We are seeking high-performing NYC-based engineers of any level to help us solve more of our customers’ problems. We are looking for folks who are excited about designing elegant technical solutions and shipping great code frequently. If you are looking for a fresh challenge at a fast-growing AI startup - we would love to hear from you! What You’ll Do This is a hands-on (‘individual contributor’) role focused on building product that will solve our customers’ problems, including specifically: Designing, building and maintaining backend services and APIs Designing and building new UI/web components Developing new integrations to third party services and AI models Help triage bugs, investigate production incidents, and contribute to postmortems and root cause analysis Participating in code reviews, collaborating across technical and non-technical teams and stakeholders What We’re Looking For Our ideal hire will: Enjoy -actually- building and making an impact: you get a kick out of shipping code frequently, iteratively, and collaboratively. You value MVPs and customer impact over perfectly engineered systems. You can take responsibility over the end-to-end deployment of what you build. Thrive at solving tough technical problems: you enjoy breaking down challenges into simple and well-designed solutions. You are fact-oriented and thoughtful in your approach, but you don’t get bogged down in over-intellectualizing or over-complicating things. Scale-oriented: while having a bias to action and impact, you will care about scalable infrastructure and engineering processes. Even better if you’re able to bring some better practices or improvements to our infrastructure or ways of working! Be able to contribute in our stack: we try to balance speed and impact with fitting the best framework/ technology to the task at hand. Currently, we work primarily in Python / Flask / FastAPI on the backend, Terraform / GCP / AWS for infra, and React / JavaScript / TypeScript / Vercel on the frontend. Ideally, you’ll be able to contribute within our stack while also helping us experiment and evolve to continually improve functionality and performance. Above all else, we value people who want to make an impact in their work. Here are some of the behaviors that we expect of all Herons: Scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination (i.e., by hand), or find an unconventional approach or ‘hack’ to navigate it. Persistent: you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so. You’ll go the extra mile - including Flying to Gainesville - if that’s what it takes. Pilot not passenger: at a fast-growing company like Heron we need people who jump on opportunities unprompted and drive them to a great outcome, rather than folks who wait to be told what to do. Excited to work in a fast-paced, high-growth, team-based environment: we aim to move quickly and decisively, but together. You’ll be a great team player and do what it takes for the team to succeed. What You Can Expect as a Heron Competitive compensation, including equity Based full-time in NYC, where the team works in-person Your choice of top-of-the-line equipment to fit out your desk in the office Occasional travel to London for retreats and to work with the team there Competitive benefits: health insurance; pension; uncapped annual leave; parental leave Free mental health support via Spill - on-demand access to therapy Weekly company lunches (always inclusive and vegan-friendly - especially if you like Korean or Vietnamese food!) Applicants from any background and gender are welcome and we have a zero tolerance policy on discrimination

Product Manager (London)
London, England, GBFull-time3+ years£90K - £135K GBP0.05% - 0.08% equityVisa: US citizenship/visa not required
What the role involves

Product Manager We're hiring a Product Manager to help us build the future of automated document workflows at Heron. You'll own a product vertical end-to-end - from customer discovery to shipping features that eliminate hours of manual work for our customers every day. If you love talking to customers, shipping fast, and working at the intersection of AI and financial services, we'd love to hear from you. The Opportunity Every day, thousands of small businesses apply for funding. A broker emails over a stack of bank statements, tax returns, and application forms - sometimes scanned, screenshotted or photographed on someone's phone. A team of underwriters then spends hours doing the same manual review, over and over, all day, out of a shared inbox. If they're slow, they lose the deal to a competitor. Heron automates that manual work. We read the emails, classify the documents, extract and enrich the data, run evaluation rules, and push decision-ready output straight into the customer's CRM - in minutes, not hours. 150+ funders, brokers, fintechs and insurers use us in production today. We're growing fast, with customers pulling us into new problems and verticals faster than we can staff them. We're hiring a Product Manager to take ownership of one of our core verticals. You'll talk to customers, define what to build, ship it with engineering, and measure whether it's working. You'll have real influence over the roadmap and the autonomy to make calls. This is a hands-on IC role - no layers between you and the problem. What You'll Do Own a product vertical end-to-end: Run discovery, write specs, prioritize the backlog, and work with engineering to ship improvements that customers love Be the voice of the customer: Build deep relationships with customers in your vertical, run regular feedback sessions, and translate their pain points into product opportunities Ship and iterate: Move fast, measure impact, and iterate. We care about outcomes, not output - a shipped feature that moves a metric beats a perfect spec that sits in a backlog Set product strategy: Build and present a clear product strategy grounded in customer data, competitive insight, and business impact Collaborate across the company: Work closely with engineering, deployment, sales, and customer success to make sure what we build lands well What We're Looking For 2-4 years of experience in product management at a B2B SaaS company, or 2-3 years in a commercial generalist role before transitioning into tech or product You've shipped software products and can point to specific outcomes you drove You're comfortable with technical concepts - you can discuss APIs, data pipelines, and system architecture with engineers You're a structured thinker who can take ambiguous problems and break them into clear, actionable product decisions You have strong customer instincts, and you'd generally rather spend an hour with a customer than an hour in a planning meeting Above all else, we value people who want to make an impact in their work. Here are some of the behaviors that we expect of all Herons: Scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination (i.e., by hand), or find an unconventional approach or ‘hack’ to navigate it. Persistent: you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so. You’ll go the extra mile - including Flying to Gainesville - if that’s what it takes. Pilot not passenger: at a fast-growing company like Heron we need people who jump on opportunities unprompted and drive them to a great outcome, rather than folks who wait to be told what to do. Excited to work in a fast-paced, high-growth, team-based environment: we aim to move quickly and decisively, but together. You’ll be a great team player and do what it takes for the team to succeed. What You Can Expect as a Heron Competitive compensation, including equity Based in-person in our London

Product Manager (NYC)
New York, NY, USFull-time3+ years$150K - $220K0.05% - 0.08% equityVisa: Will sponsor
What the role involves

Product Manager We're hiring a Product Manager to help us build the future of automated document workflows at Heron. You'll own a product vertical end-to-end - from customer discovery to shipping features that eliminate hours of manual work for our customers every day. If you love talking to customers, shipping fast, and working at the intersection of AI and financial services, we'd love to hear from you. The Opportunity Every day, thousands of small businesses apply for funding. A broker emails over a stack of bank statements, tax returns, and application forms - sometimes scanned, screenshotted or photographed on someone's phone. A team of underwriters then spends hours doing the same manual review, over and over, all day, out of a shared inbox. If they're slow, they lose the deal to a competitor. Heron automates that manual work. We read the emails, classify the documents, extract and enrich the data, run evaluation rules, and push decision-ready output straight into the customer's CRM - in minutes, not hours. 150+ funders, brokers, fintechs and insurers use us in production today. We're growing fast, with customers pulling us into new problems and verticals faster than we can staff them. We're hiring a Product Manager to take ownership of one of our core verticals. You'll talk to customers, define what to build, ship it with engineering, and measure whether it's working. You'll have real influence over the roadmap and the autonomy to make calls. This is a hands-on IC role - no layers between you and the problem. What You'll Do Own a product vertical end-to-end: Run discovery, write specs, prioritize the backlog, and work with engineering to ship improvements that customers love Be the voice of the customer: Build deep relationships with customers in your vertical, run regular feedback sessions, and translate their pain points into product opportunities Ship and iterate: Move fast, measure impact, and iterate. We care about outcomes, not output - a shipped feature that moves a metric beats a perfect spec that sits in a backlog Set product strategy: Build and present a clear product strategy grounded in customer data, competitive insight, and business impact Collaborate across the company: Work closely with engineering, deployment, sales, and customer success to make sure what we build lands well What We're Looking For 2-4 years of experience in product management at a B2B SaaS company, or 2-3 years in a commercial generalist role before transitioning into tech or product You've shipped software products and can point to specific outcomes you drove You're comfortable with technical concepts - you can discuss APIs, data pipelines, and system architecture with engineers You're a structured thinker who can take ambiguous problems and break them into clear, actionable product decisions You have strong customer instincts, and you'd generally rather spend an hour with a customer than an hour in a planning meeting Above all else, we value people who want to make an impact in their work. Here are some of the behaviors that we expect of all Herons: Scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination (i.e., by hand), or find an unconventional approach or ‘hack’ to navigate it. Persistent: you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so. You’ll go the extra mile - including Flying to Gainesville - if that’s what it takes. Pilot not passenger: at a fast-growing company like Heron we need people who jump on opportunities unprompted and drive them to a great outcome, rather than folks who wait to be told what to do. Excited to work in a fast-paced, high-growth, team-based environment: we aim to move quickly and decisively, but together. You’ll be a great team player and do what it takes for the team to succeed. What You Can Expect as a Heron Competitive compensation, including equity Based in-person in our NYC off

Senior Product Manager (Platform)
London, England, GB / New York, NY, USFull-time6+ years$170K - $250K0.07% - 0.10% equityVisa: Will sponsor
What the role involves

Senior Product Manager (Platform) We're hiring a Senior Product Manager to own and shape the platform at Heron: the core infrastructure, tooling, and systems that underpin everything we do for customers. If you want to define the technical foundation of a fast-growing AI company and work closely with world-class engineers, we'd love to hear from you. The Opportunity Every day, thousands of small businesses apply for funding. A broker emails over a stack of bank statements, tax returns, and application forms. A team of underwriters then spends hours on manual review. Heron automates that work: we read the emails, classify the documents, extract and enrich the data, run evaluations, and push decision-ready output straight into the customer's systems. 150+ funders, brokers, fintechs and insurers use us in production today. As we scale across verticals and geographies, the platform that powers all of this needs a dedicated product leader. That's where you come in. You'll own the product vision for Heron's platform: our workflow automation engine (affectionately known as Flowmingo), core data infrastructure, deployment tooling, and the abstractions that let our product teams ship confidently. You'll work directly with our platform engineers to define what to build and why. This is a deeply technical product role; it’s less about customer-facing UIs and much more about the systems and tooling that make everything else possible. What You'll Do Own platform product strategy: Define the vision for Heron's platform: what it is, what it can be, and what it should be. Translate that into a clear, prioritised roadmap Drive ‘Flowmingo’ forward: Own the product direction for our workflow automation engine, enabling templated deployments and scalable customer onboarding Work with senior engineers: Provide product direction to a strong backend engineering team. You'll need to earn their trust through technical credibility and sharp product thinking Build foundations for scale: Build the platform capabilities that our current and future customer vertical teams depend on: data modeling, infrastructure, billing, and developer experience Ship(!): Move fast, measure impact, and make pragmatic trade-offs. What We're Looking For 4-7 years of product management experience, with meaningful time owning a platform, infrastructure, or developer tools product You're technically fluent and can discuss system architecture, data models, and API design with senior engineers and hold your own You've shipped platform or infrastructure products and can point to specific outcomes you drove You're a strategic thinker who can zoom out to define a platform vision and zoom in to write a clear spec You have strong opinions about what good platform product management looks like, and you're excited to build it from scratch at a company with strong product-market fit Above all else, we value people who want to make an impact in their work. Here are some of the behaviours we expect of all Herons: Scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination, or find an unconventional approach to navigate it Persistent: you may not always find the right answer immediately, but you're motivated to keep trying until you do. You'll go the extra mile if that's what it takes Pilot not passenger: at a fast-growing company like Heron we need people who jump on opportunities unprompted and drive them to a great outcome Excited to work in a fast-paced, high-growth, team-based environment: we aim to move quickly and decisively, but together What You Can Expect as a Heron Competitive compensation, including equity Based in-person in our London or NYC office Your choice of top-of-the-line equipment to fit out your desk Free mental health support via Spill - on-demand access to therapy Weekly company lunches (always inclusive and vegan friendly) Annual company retreats/offsites Applicants from any background and gender are welcome and we hav

Principal Backend Engineer
London, UK / New York, NY, USFull-time6+ years$315K - $440K0.10% - 0.15% equityVisa: Will sponsor
What the role involves

Heron processes millions of sensitive financial documents for some of the fastest-growing MCA Funders, Brokers, Insurers, and Fintechs in the US and UK. We're at a point where the volume, velocity, and complexity of the data flowing through our systems and is outgrowing the way they were originally built. We need someone who's done this before: taken a platform that works and made it scale. The Challenge We've built a document automation and workflow orchestration platform that lenders, funders and fintechs rely on to make real decisions. It's working, customers love it, and we're onboarding new ones faster than ever. The challenge is that our backend was built for speed-to-market, and now we need to make it built for scale. Concretely, that means: Abstractions that let us move fast: The backend systems and patterns that let a 15-person engineering team ship product confidently without breaking things for existing customers. Multi-tenancy at scale: Dozens of enterprise customers sharing the same cloud infrastructure, each with different data sensitivity requirements, SLAs, and integration patterns. Data volume and velocity: High-throughput processing of financial documents (bank statements, tax returns, pay stubs) with ML pipelines that need to be fast, accurate, and reliable. Security and compliance: Sensitive financial data handled to exacting standards. We’re excited about this challenge because it is the kind of problem that shows up when things are going well! We're hiring this role because we couldn’t be more confident in our trajectory but need to build the foundations for the next 10x. What You'll Own This is a hands-on, high-autonomy IC role. You'll work directly with our CTO (Dom) and Head of Engineering (Oli), and you'll have real ownership over the systems that matter most. In your first few months, you'll likely: Assess our current backend architecture and identify the highest-leverage areas for improvement around reliability, scalability, and security. Partner with the platform and infrastructure team to design and implement the core abstractions (data model, data pipeline reliability, deployment patterns) that will support our next phase of growth. Set the technical direction for how we scale our infrastructure from handling hundreds of customers to thousands, and from millions of documents to tens of millions. Raise the bar on backend engineering practices across the team: not through process for process's sake, but by building systems that make the right thing the easy thing. Longer-term, this role shapes how Heron's entire platform evolves. You'll be the person who ensures our backend can support whatever product throws at it. Who Thrives Here The best person for this role has likely spent 8+ years building and scaling backend systems, with at least a couple of meaningful "at-bats" taking a system from early stage to serious scale. You've probably worked in B2B SaaS and have opinions (earned the hard way) about how to build systems that are both reliable and fast to develop on. More specifically: You have a strong CS foundation and are deeply technical. You write code, review architectures, and debug production issues. You've seen and built backend systems scale at companies growing from Series A to Series C+ (roughly $5M to $100M+ ARR). You know what breaks and when. You have recent production experience with Python and cloud infrastructure. You've dealt with sensitive data at volume: financial, health, or similarly regulated domains. You're an IC at heart. You might set direction and mentor others, but you want to build, not manage. You care about getting things right but also about shipping. We're a startup. Pragmatism matters. What You Can Expect as a Heron Competitive compensation, including equity Based full-time in London or NYC, where most of the team is in-person multiple days per week Your choice of top-of-the-line equipment to fit out your desk in the office Occasional travel for retreats an

PythonTypeScript
Product Engineers (London)
London, UKFull-time3+ years£110K - £170K GBP0.05% - 0.10% equityVisa: US citizenship/visa not required
What the role involves

We are seeking high-performing London-based engineers of any level to help us solve more of our customers’ problems. We are looking for folks who are excited about designing elegant technical solutions and shipping great code frequently. If you are looking for a fresh challenge at a fast-growing AI startup - we would love to hear from you! What You’ll Do This is a hands-on (‘individual contributor’) role focused on building product that will solve our customers’ problems, including specifically: Designing, building and maintaining backend services and APIs Designing and building new UI/web components Developing new integrations to third party services and AI models Help triage bugs, investigate production incidents, and contribute to postmortems and root cause analysis Participating in code reviews, collaborating across technical and non-technical teams and stakeholders What We’re Looking For Our ideal hire will: Enjoy -actually- building and making an impact: you get a kick out of shipping code frequently, iteratively, and collaboratively. You value MVPs and customer impact over perfectly engineered systems. You can take responsibility over the end-to-end deployment of what you build. Thrive at solving tough technical problems: you enjoy breaking down challenges into simple and well-designed solutions. You are fact-oriented and thoughtful in your approach, but you don’t get bogged down in over-intellectualizing or over-complicating things. Scale-oriented: while having a bias to action and impact, you will care about scalable infrastructure and engineering processes. Even better if you’re able to bring some better practices or improvements to our infrastructure or ways of working! Be able to contribute in our stack: we try to balance speed and impact with fitting the best framework/ technology to the task at hand. Currently, we work primarily in Python / Flask / FastAPI on the backend, Terraform / GCP / AWS for infra, and React / JavaScript / TypeScript / Vercel on the frontend. Ideally, you’ll be able to contribute within our stack while also helping us experiment and evolve to continually improve functionality and performance. Above all else, we value people who want to make an impact in their work. Here are some of the behaviors that we expect of all Herons: Scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination (i.e., by hand), or find an unconventional approach or ‘hack’ to navigate it. Persistent: you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so. You’ll go the extra mile - including Flying to Gainesville - if that’s what it takes. Pilot not passenger: at a fast-growing company like Heron we need people who jump on opportunities unprompted and drive them to a great outcome, rather than folks who wait to be told what to do. Excited to work in a fast-paced, high-growth, team-based environment: we aim to move quickly and decisively, but together. You’ll be a great team player and do what it takes for the team to succeed. What You Can Expect as a Heron Competitive compensation, including equity Based full-time in London, where most of the team is in-person multiple days per week Your choice of top-of-the-line equipment to fit out your desk in the office Occasional travel to NYC for retreats and to work with the team there Competitive benefits: health insurance; pension; uncapped annual leave; parental leave Free mental health support via Spill - on-demand access to therapy Weekly company lunches (always inclusive and vegan-friendly - especially if you like Korean or Vietnamese food!) Applicants from any background and gender are welcome and we have a zero tolerance policy on discrimination

Amazon Web Services (AWS)FlaskGitGoogle CloudJavaScriptPythonReactTypeScript

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