Luke Summerfield

Great question! I don’t believe the skills themselves change across levels, but the expectations do. I think of PM skills in buckets: customer insight, strategy, execution, influencing people, and at senior levels, people and team management. You’ll work on all of these your whole career; what changes is whether you’re “learning”, “using”, or “leading” in them. Learning = This is a new skill you’re actively working to develop.  Using = You’re confidently using this skill, and your peers agree.  ...Read More

This is a great one because a lot of people think “no data chops = no shot at product ops.” Not true. You will need foundational skills and be looking for an entry-level role, but here’s how I’d break it down: 1. Lead with your strengths.Product Ops isn’t just about crunching numbers — it’s about making the product org run better. Skills in project management, cross-team coordination, or process design are just as valuable. If you can show you’ve improved how teams work together (even outside te ...Read More

Lots of folks want to break into PM but don’t know where to start. The good news: PM isn’t about a single background; it’s about building a toolkit across customer insight, execution, strategy, and influence. Having a diverse perspective, ex: from customer support, can often be exactly what a product team needs to solve a problem in new ways. Here’s how to make the leap: Here are a few tips & strategies 1) Leverage your “superpowers.” Whatever your current role is, figure out the PM-adjacent ...Read More

Love this question! Early career PMs often ask, “how do I actually learn the stuff that will get me promoted?” The trick is to treat PM skills like muscles: you build them through reps, coaching, and reflection. Here’s how to tackle each core skill area: 1. Customer Insight How to learn: Sit in on customer support calls, shadow sales demos, or run 3–5 lightweight user interviews yourself. Don’t just listen — write down what surprised you, then share those insights back with your team. Example: A ...Read More

Critical thinking is one of the most underrated PM skills. It’s what helps you separate noise from signal, ask the right questions, and make trade-offs with confidence. Here are a few thoughts…  1. Build the habit of structured thinking. Use frameworks (5 Whys, first principles, pros/cons, decision trees). The goal isn’t to sound fancy,it’s to force yourself to slow down and test assumptions. Example: when a stakeholder says “we need feature X,” instead of saying yes/no, ask: “What problem are w ...Read More

This is fairly common, and the good news is product management skills are fairly portable. The trick is to reframe your B2B work so hiring managers see the B2C relevance. Here are a few thoughts... Highlight your customer empathy. In B2B you’re often selling to buyers and building for users, that complexity actually makes you sharper at understanding different personas. Frame it as “I’m used to balancing multiple customer needs, which makes me effective at building consumer experiences.” Showcas ...Read More

APIs can feel intimidating if you haven’t worked with them before, but you don’t need to be an advanced engineer to get up to speed with APIs. You just need to understand how they work, how developers use them, and how they are typically leveraged in fintech. Here are a few ideas to help get you started…  Learn the basics (no code needed). Take a free intro course (Postman, Codecademy) or watch a YouTube crash course on REST APIs. Learn key concepts: endpoints, requests vs. responses, authentica ...Read More

This is a great path! We do see strong PMs start in product marketing because you already know customers, messaging, the market, and GTM. To make the transition, you’ll want to show you’ve built, or are actively working on building, a few product-specific skills. 1. Foundational Data/Analytics skills Map out the most common product lifecycle scenarios (private beta, public beta, launch, activation optimization, sunset, etc) and write out the most common questions and user behaviors associated wi ...Read More

This is a great moment in your career, 5 years in, you’ve built a solid PM toolkit, and now it’s about scale: scaling your impact, your scope, and eventually, your leadership. Here’s how I’d break it down: 1. From PM → Senior PM (scope & ownership).What changes: You’re not just running features, you’re owning outcomes for a full product area. You start leading in one or two skill areas (often customer insight or execution).How to prepare: Own a roadmap end-to-end. Drive measurable business r ...Read More

Many talented people want to work in SaaS but feel blocked because they haven’t “done SaaS before.” Here’s the good news: there are SaaS companies that care way more about your skills and mindset than previous experience.  How to get in the door: Translate your past experience into SaaS language. If you’ve worked in retail, consulting, or healthcare, think: how did you solve customer problems? How did you use data? How did you manage stakeholders? Those stories map directly to SaaS roles. Find a ...Read More