Product Manager – CRM, Customer Engagement Solutions
CSI
Posted: 10/20/2026Azure
Senior Product Manager, Shared Hosting
Newfold Digital
Posted: 10/20/2026DNSLAMPSQLWordPress
Associate Product Owner
Sigma Systems
Posted: 10/20/2026CloudGoogle Cloud PlatformSDLC
Product Owner
Fusable
Posted: 10/20/2026
Staff Product Manager
Walmart
Posted: 10/20/2026
Product Manager
AlertMedia
Posted: 10/20/2026
Product Manager
Thermo Fisher Scientific
Posted: 10/20/2026
Data Product – AI Query Governance
Bank of America
Posted: 10/20/2026
Senior Product Manager, Agent Platform
CGWS - COME GROW WITH US
Posted: 10/20/2026
Consumer Compliance Lead – Product Advisory, Testing
Nubank
Posted: 10/20/2026
Principal AI Product Management
TransUnion
Posted: 10/20/2026
Manager, Global Labeling Product Leader
Johnson & Johnson
Posted: 10/20/2026Manager, Global Labeling Product Leader
Johnson & Johnson
Posted: 10/20/2026
Lead Digital Product Manager
Wells Fargo
Posted: 10/20/2026
Senior Product Manager, Epic Optimization
Ensemble Health Partners
Posted: 10/20/2026
Senior Manager, Product Management – Enterprise API Platforms, API Governance
Capital One
Posted: 10/20/2026Manager, Product Management – Enterprise API Gateway, API Runtime
Capital One
Posted: 10/20/2026Manager, Product Management – Enterprise API Platforms, API Design
Capital One
Posted: 10/20/2026
Staff Product Manager – AV Capabilities
General Motors
Posted: 10/20/2026
Staff Product Manager – Forward Deployment
BetterUp
Posted: 10/20/2026
Senior Product Manager – Streamlit
Snowflake
Posted: 10/20/2026CloudOpen SourcePython
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Product Management with a strong focus on customer relationship management, product strategy execution, and collaboration with cross-functional teams. Proficient in utilizing AI tools and Agile methodologies to enhance product development and customer engagement.
Highest-signal resume keywords
Product Management ExperienceCustomer Relationship Management (CRM)Agile Product Development MethodologiesUser Story CreationAI Tools Utilization
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Execute product strategy and roadmap initiatives within CSI's CRM and customer engagement portfolio
- Evaluate market opportunities, customer feedback, competitive trends, and business priorities
- Identify product gaps and define enhancements that increase customer value
- Manage product backlogs and prioritize initiatives based on business impact and customer needs
- Partner with leadership to align product investments with strategic goals
- Conduct customer interviews and discovery sessions
- Gather feedback from banks, prospects, sales teams, and implementation teams
- Analyze customer behaviors, onboarding experiences, referral programs, and relationship management workflows
- Identify opportunities to improve customer acquisition, retention, and cross-selling capabilities
- Represent the voice of the customer throughout the product development lifecycle
- Create product requirements, user stories, epics, acceptance criteria, and feature documentation
- Collaborate with software engineering and technical product teams to deliver solutions
- Support sprint planning, backlog refinement, user acceptance testing, and release activities
- Monitor delivery progress and ensure successful execution of roadmap initiatives
- Serve as the product subject matter expert for assigned solutions
- Partner with Engineering, QA, Marketing, Sales, Customer Support, and Implementations
- Communicate priorities, requirements, and product direction across stakeholder groups
- Assist Product Marketing with sales enablement and product positioning
- Support customer demonstrations, strategic discussions, and industry events
- Utilize Microsoft Copilot and Claude to improve productivity and product development
- Convert meeting recordings into actionable insights, notes, requirements, and follow-up activities
- Leverage AI-assisted workflows to enhance product documentation, feature definition, and user experience design
Requirements
What you’ll need- 4+ years of Product Management experience
- Experience within banking, financial services, fintech, or related industries
- Strong understanding of customer relationship management (CRM) concepts and customer lifecycle management
- Experience supporting solutions related to account opening, onboarding, customer engagement, referrals, sales workflows, marketing campaigns, or relationship management
- Proven ability to prioritize competing initiatives and balance customer needs with business objectives
- Strong written and verbal communication skills
- Experience gathering requirements and translating business needs into product enhancements
- Experience writing user stories, acceptance criteria, requirements, or product documentation
- Experience collaborating with engineering and development teams throughout the delivery lifecycle
- Commercial banking experience preferred
- Experience with CRM platforms, customer intelligence solutions, segmentation, campaign management, or customer analytics preferred
- Experience creating detailed epics, features, and acceptance criteria preferred
- Prior collaboration with QA and User Acceptance Testing (UAT) processes preferred
- Experience with Agile product development methodologies preferred
- Pragmatic Certified Level II certification or equivalent product management training preferred
- Experience utilizing AI tools within product management workflows preferred
- Familiarity with Aha!, Azure DevOps, Jira Product Discovery, Microsoft Copilot, and Claude AI
- Must be authorized to work in the United States without visa sponsorship now or in the future
- Up to 10% travel
Benefits
Comp & perks- Eligibility for incentive awards based on individual and business performance
- Comprehensive range of benefits
- Rewarding and challenging career opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product Strategy ExecutionCustomer Lifecycle ManagementRequirements GatheringFeature DocumentationBacklog ManagementUser Acceptance Testing (UAT)Customer AnalyticsMarket Opportunity EvaluationCompetitive Trend AnalysisOnboarding Experience Analysis
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationCollaborationPrioritizationCustomer Advocacy
Tools & Technologies
Microsoft CopilotClaude AIAha!Azure DevOpsJira Product Discovery
Certifications & Qualifications
Pragmatic Certified Level II
Industry Keywords
BankingFinancial ServicesFintechCustomer EngagementSales Workflows