Senior Product Manager - CRM

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Product Manager - CRM in the United States.

This is a high-impact product leadership role responsible for defining and executing the vision for CRM capabilities that power personalized, data-driven customer experiences within digital banking platforms. You will own the full product lifecycle, from discovery and strategy to delivery and continuous optimization, shaping tools that help financial institutions deepen member relationships and drive engagement. Working in a cross-functional environment, you will collaborate closely with engineering, design, data, and client-facing teams to build scalable CRM solutions that support segmentation, lifecycle marketing, and personalization. The role blends strategic thinking with hands-on execution, requiring strong technical fluency and product leadership. You will play a key role in integrating CRM ecosystems with internal platforms and third-party tools while ensuring measurable business and customer impact. This position is ideal for a product leader passionate about financial services innovation and customer engagement at scale.

Accountabilities

• 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.

Requirements

• 6+ years of product management experience, including at least 3 years focused on CRM products in B2B SaaS, fintech, or financial services.
• Proven track record of building and scaling CRM solutions with measurable business and engagement impact.
• 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, and familiarity with marketing automation or multi-channel engagement systems.

Benefits

• Competitive compensation aligned with experience and market benchmarks
• Opportunity to shape and scale CRM capabilities in a fast-growing digital banking environment
• Fully remote work within the United States
• Comprehensive healthcare coverage including medical, dental, and vision plans
• Retirement savings options and financial wellness support
• Paid time off and holidays to support work-life balance
• Professional development opportunities and leadership growth pathways
• Exposure to innovative product development in fintech and digital banking
• Collaborative, mission-driven culture focused on innovation and continuous improvement
• Opportunity to work on high-impact CRM products driving measurable customer engagement and retention

How Jobgether Works

We use an

AI-powered matching process

to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice:

By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.