The Challenge
Lumin Digital is building the CRM backbone for credit unions and banks nationwide. You'll own the full product strategy and execution of CRM capabilities that drive member engagement, loyalty, and growth—partnering with engineering, design, data, and clients to compete against Salesforce and HubSpot in financial services.
Your Mission
Map Lumin's existing CRM product portfolio, capabilities, and top 5-10 client use cases; build working relationships with engineering, design, data, and client success teams
Audit competitive landscape (Salesforce, HubSpot, MemberDev, Engageware) and document gaps in Lumin's CRM positioning
Identify and own 2-3 high-impact CRM feature initiatives for Q1 roadmap delivery
Establish baseline CRM metrics (feature adoption %, member engagement lift, client NPS for CRM module)
Ship 4-6 high-impact CRM features that measurably improve member engagement and client retention (target: +15-20% feature adoption)
Define and launch member journey framework with 3+ pre-built segmentation and personalization templates
Drive third-party integrations (Salesforce, HubSpot, internal data sources) to enable seamless CRM workflows
Establish CRM as measurable competitive differentiator; demonstrate ROI through client case studies and retention metrics
KPIs You'll Own
CRM Feature Adoption Rate
% of active clients using CRM capabilities monthly; target 60%+ engagement
Member Engagement Lift
% improvement in member interactions, cross-sell/upsell conversions, and lifecycle campaign performance from CRM use
Client Retention (CRM Module)
Churn rate for clients actively using CRM features vs. non-users; target net positive impact on ARR
Time-to-Value
Days from client onboarding to first CRM feature usage and measurable engagement improvement
Product Velocity
Number of CRM features shipped, experimentation cycles completed, and roadmap items delivered per quarter
Tools & Stack
Your Team
Your Manager
VP Product or Chief Product Officer (likely)
Current Team
Engineering team, Design team, Data/Analytics team, Client Success team, Account Management team
New role—building out senior product leadership for CRM vertical
The Package
Salary
$160K-$200K base
Variable
Likely 15-25% bonus (fintech standard)
Equity
Equity package likely (Series stage assumed)
Remote
On-site (location: United States, specific office not specified)
Benefits & Perks
Company Intelligence
Lumin Digital builds CRM and engagement solutions purpose-built for credit unions and banks. They focus on helping financial institutions deepen member relationships through lifecycle marketing, segmentation, and personalization. The platform integrates with Salesforce, HubSpot, and proprietary fintech systems.
Customers
Credit unions and community banks across the US
Culture
Direct, candid, respectful feedback culture; emphasis on product excellence and continuous improvement; cross-functional collaboration
Is This Role For You?
- You have 6+ years PM experience with 3+ years deep in CRM, B2B SaaS, fintech, or financial services
- You thrive owning full product lifecycle from discovery through post-launch iteration—and love shipping fast
- You get financial services: member lifecycle, segmentation, personalization, cross-sell/upsell mechanics
- You're comfortable mentoring junior PMs and driving cross-functional alignment in matrixed orgs
- You lead with data but aren't paralyzed by it; you run experiments, learn, and iterate ruthlessly
- You're a hands-off strategist who doesn't want to get into delivery details and metrics every week
- You have zero fintech or financial services product experience and don't want to ramp that learning curve
- You need 100% remote; this role is on-site and requires daily cross-functional collaboration
- You're not comfortable with ambiguity in early-stage product challenges or rapid pivots based on market feedback
Interview Process
Initial Screen
Hiring manager or recruiter: 30 min conversation on CRM/fintech background, product philosophy, and role fit
Product Case Study
Take-home or live exercise: Define CRM strategy, roadmap, or solve a specific member engagement problem for a credit union
Stakeholder Interviews
Rounds with VP Product/CPO, Head of Engineering, and Head of Client Success to assess collaboration and strategic alignment
Executive Round
Final conversation with CEO or founder on long-term vision, company culture, and mutual fit
Interested in this role?
Apply now and hear back within days, not weeks.
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About CRM & Lifecycle Roles
CRM & lifecycle marketers own the post-acquisition journey. They design onboarding sequences, retention campaigns, win-back flows, and loyalty programs that maximize customer lifetime value.