Senior Product Manager - CRM (Fintech)

TL;DR

Senior Product Manager - CRM (Fintech): Defining and executing the vision for CRM capabilities powering personalized customer experiences in digital banking platforms with an accent on segmentation, lifecycle marketing, and personalization. Focus on designing scalable integrations, tracking KPIs with analytics, and leveraging AI for enhanced engagement outcomes.

Location: Fully remote work within the United States

Company

Fast-growing provider of digital banking platforms focused on financial services innovation.

What you will do

• Define and own multi-year product strategy and roadmap for CRM capabilities aligned with business goals.
• Lead end-to-end product lifecycle from discovery and requirements to delivery, launch, and optimization.
• Develop expertise in customer lifecycle management including segmentation, personalization, and campaign orchestration.
• Partner with engineering to design CRM integrations with internal systems and third-party platforms like Salesforce and HubSpot.
• Collaborate with design and data teams to build personalized member journeys and engagement experiences.
• Drive adoption with client success and sales teams, track KPIs, and lead AI-driven experimentation.

Requirements

• 6+ years product management experience, including 3+ years on CRM products in B2B SaaS, fintech, or financial services
• Proven track record building and scaling CRM solutions with measurable impact
• Strong experience with CRM ecosystems like Salesforce, HubSpot, Microsoft Dynamics
• Deep understanding of customer lifecycle management, segmentation, and engagement strategies
• 2+ years with APIs, CRM integrations, data flows, and system architecture
• Strong data literacy, Agile experience with JIRA/Confluence, communication skills
• Bachelor’s degree or equivalent

Nice to have

• Experience in digital banking, credit unions, or regulated financial environments
• Familiarity with marketing automation or multi-channel engagement systems

Culture & Benefits

• Competitive compensation aligned with experience
• Comprehensive healthcare including medical, dental, vision
• Retirement savings and financial wellness support
• Paid time off, holidays for work-life balance
• Professional development and leadership growth
• Collaborative culture focused on innovation and continuous improvement