CRM Product Manager

Job Description

Position Summary
The CRM Product Manager role is responsible for delivering innovative, best-in-class solutions across our Salesforce CRM platform to power world-positive lending.  This role will collaborate with business and technology partners in the B2C marketing and contact center areas of the business to build experiences that delight our end users.  This role will help us shape the product roadmap and vision of our Salesforce platform.


Essential Job Duties & Responsibilities
  • Product Strategy – Work closely with senior leaders to set ambitious and clear product vision for growing and scaling our business and product offerings. This role must be data focused, leveraging data and business insights to evaluate performance of your product against business objectives, and pivot / adjust as appropriate, balancing risks, costs, and benefits effectively. Be in tune with the competitive and industry landscape to identify customer needs and trends.
  • Execution – Be responsible for all aspects of technology product development including discovery, requirements gathering, development, implementation of features, and post-launch tracking. Ensure rigor in execution and attention to detail by effectively managing the product feature backlog. Work closely with key stakeholders to ensure alignment and manage expectations. Work closely with partners across the board, including business stakeholders, engineering, other product teams, and marketing.
  • Leadership – Motivate the engineering squad to leverage individual strengths to overcome challenges. Model team norms and contribute to positive team dynamics, leading to continuous team performance improvement. Foster an environment of trust, effectively communicating within the squads and with an ecosystem of stakeholders.
  • Communication and Reporting – Regularly provide updates to senior leaders, stakeholders, partners, squad members, etc. Effectively tailor communications to the appropriate audience to ensure broad alignment, awareness, and advocacy of the product.
  • Partnership – Support CRM end users in delivering value by integrating the end-to-end client experience.

  • Required Skills, Knowledge & Abilities
  • 4-6 years of experience with Salesforce or other CRM platforms, including 3+ years in a Product Manager capacity
  • Experience with B2C consumer direct marketing and cross-sell
  • Experience with contact centers or financial services is a plus
  • Experience implementing and enhancing Salesforce Service Cloud or Financial Services Cloud (preferred)
  • Ability to flex between strategy and execution seamlessly, and energized by a dynamic and fast-moving work environment
  • Strong program management skills, experience with client journeys, and demonstrated ability to synthesize data
  • Technical background with a keen understanding of broader business needs and strategy
  • Proficient in defining well thought-out user stories, with thorough acceptance criteria and use cases
  • Superior communication skills, able to communicate complex messages and trade-offs, and be able to tell a compelling story
  • Experience working in a collaborative multi-disciplinary team within an interactive process and an Agile development methodology
  • Effective in partnering cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types