Product Manager - CRM & Customer Engagement Solutions

Role overview

Shape the roadmap for customer relationship and engagement products used by financial institutions. The role connects customer and market insight with product strategy and delivery, helping improve how banks onboard, understand, engage, and retain customers across CRM, workflow, referral, and related solutions.

Responsibilities

- Assess customer feedback, market opportunities, competitor activity, and business priorities to identify product gaps and enhancements. - Maintain the product backlog and prioritize work according to customer value and business impact. - Conduct discovery with customers and internal teams; analyze onboarding, referral, and relationship management workflows. - Write requirements, epics, user stories, and acceptance criteria, then support planning, refinement, testing, and releases. - Coordinate with engineering, QA, marketing, sales, support, and implementation teams; communicate product direction and serve as a subject matter expert. - Use AI tools to turn meeting recordings and discussions into useful insights, requirements, documentation, and follow-up actions.

Requirements

- At least four years of product management experience in banking, financial services, fintech, or a related industry. - Understanding of CRM and customer lifecycle management, with experience supporting onboarding, engagement, referral, sales, marketing, or relationship management products. - Ability to balance competing customer needs and business priorities and translate requirements into product improvements. - Experience writing product documentation and working with engineering teams through delivery. - Strong written and verbal communication skills.

Nice to have

- Commercial banking experience; familiarity with CRM, customer intelligence, segmentation, campaigns, or customer analytics. - Experience with Agile delivery, QA and UAT, detailed feature definition, or product management training such as Pragmatic Level II. - Familiarity with Aha!, Azure DevOps, Jira Product Discovery, Microsoft Copilot, or Claude.

Benefits and work setup

- Travel may be up to 10%. Benefits and incentive awards are offered; visa sponsorship is unavailable, so applicants must already be authorized to work in the United States without sponsorship.