Senior Product Manager - CRM
United StatesFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 6+ years
- Required Skills
- Microsoft DynamicsSalesforceJiraRESTful APIsConfluenceHubSpot
Requirements
- 6+ years of product management experience
- 3+ years focused on CRM products in B2B SaaS, fintech, or financial services
- Proven track record of building and scaling CRM solutions
- Strong experience with CRM ecosystems such as Salesforce, HubSpot, Microsoft Dynamics, or similar platforms
- Deep understanding of customer/member lifecycle management, segmentation, and personalized engagement strategies
- 2+ years of experience working with APIs and CRM integrations, including data flows and system architecture concepts
- Strong ability to translate complex business needs into clear, actionable product requirements and roadmaps
- Excellent data literacy with experience using analytics to drive product decisions and business cases
- Experience working in Agile environments using tools such as JIRA and Confluence
- Strong communication and stakeholder management skills, with the ability to influence cross-functional teams and executives
- Bachelor’s degree or equivalent professional experience in a related field
- Preferred: experience in digital banking, credit unions, or regulated financial environments
- Preferred: familiarity with marketing automation or multi-channel engagement systems
Responsibilities
- Define and own the multi-year product strategy and roadmap for CRM capabilities, aligned with business goals and client needs.
- Lead the end-to-end product lifecycle, including discovery, requirements definition, delivery, launch, and post-launch optimization.
- Develop deep expertise in financial institution customer lifecycle management, including segmentation, personalization, and campaign orchestration.
- Partner with engineering teams to design and deliver CRM integrations with internal systems and third-party platforms (e.g., Salesforce, HubSpot, and similar tools).
- Collaborate with design and data teams to build personalized member journeys and engagement experiences within the platform.
- Drive adoption of CRM capabilities by working closely with client success, sales, and account management teams.
- Define and track KPIs for CRM initiatives, using product analytics to guide iteration and improvement.
- Serve as a subject matter expert on CRM strategy within financial services, staying ahead of market trends and best practices.
- Lead experimentation initiatives leveraging data and AI to enhance segmentation, targeting, and engagement outcomes.
- Mentor junior product managers and contribute to a culture of product excellence and continuous improvement.
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