Technical Product Analyst (Applications & Systems Manager)

Neilson Financial Services; Windsor; On-site; GBP 50,000 - 80,000; Full time

Job summary

Neilson Financial Services is seeking a Technical Product Analyst to lead the development of their CRM platform. This pivotal role requires expertise in life insurance and technical product management, focusing on enhancing user experience and operational efficiency. Join a dynamic team dedicated to innovation and growth in the insurance sector.

Benefits

Life Assurance from day one

Employee Assistance Programme

Local discounts for coffee outlets and restaurants

Free fruit and Flu Vaccinations

Cycle to work scheme

Exceptional training opportunities

Pension & 25 days holiday

Enhanced maternity & Paternity pay

Private Medical insurance

Qualifications

• Significant experience in the insurance industry, especially life insurance.
• Proven success managing CRM products for multiple internal teams.
• Ability to craft MRDs/PRDs and wireframes.

Responsibilities

• Own the vision and roadmap for the internal CRM platform.
• Act as a liaison between engineering and business operations.
• Deliver training materials for agent onboarding.

Skills

CRM Management

Process Mapping

Cross-functional Collaboration

Documentation Development

Troubleshooting

Job description

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Company Description

About Neilson

At Neilson, our mission is to make life insurance simple and accessible to everyone. We're dedicated to helping families secure financial protection for their loved ones with a range of options. Since launching in 2012, Neilson has successfully expanded from a UK-only business with 100 employees to an award-winning international operation and leader in the global life insurance market, now with 1000+ employees and offices in USA, Canada, Ireland, and Australia.

Job Description

The Opportunity

We are seeking a highly skilled Technical Product Analyst to partner closely with our C Suite leadership whilst taking ownership of our Technical Product Blueprint. This role requires deep subject matter expertise in life insurance and actuarial vertical along with a strong understanding of technical product lifecycle development including MRD's, PRD's and developing roadmaps that cross functional engineering stakeholders can translate for rapid development and deployment across our organization.

Why Join?

This is a pivotal role in driving the technical product management lifecycle for our customer support and sales organizations as we are preparing to rapidly scale and increase capacity in several key Commonwealth markets. You will have the opportunity to drive the product development lifecycle, deliver robust and scalable applications and heavily influence the user experience and human factors engineering of our bespoke CRM tools, making high-impact improvements proportionately affecting business outcomes.

You'll also play a key part in guiding the transformation of a high-growth company offering products our customers need during a moment that shapes the future for those they love most. Every day you'll tackle complex challenges using the latest technologies within an inclusive, collaborative environment where each team member is empowered by mission, committed to protection, and dedicated to creating legacies.

The Role

Based in London, Toronto, or the Eastern United States and reporting directly to our CTO, the incumbent will collaborate closely across the C suite and senior engineering leadership engineering leadership as well as third party vendors and internal/external stakeholders across a 1000-member strong global company. If you want to create and deliver products that don't end up in the dust bin, see your applications and systems go from mockup to production ready - all while fostering a culture of continuous improvement across the organization, we need to have a conversation!

Key Responsibilities & Outcomes

Own the vision, strategy, and roadmap for the internal CRM platform used by agents, underwriters, and operations teams across the life insurance business-balancing modernization with legacy system support.

• Act as the connective tissue between engineering, business, and operations-ensuring clarity, continuity, and capability across the platform.
• Deliver comprehensive documentation and training materials to enable agent onboarding and continued CRM proficiency.
• Support troubleshooting and operational excellence by ensuring clear process flows, escalation paths, and system transparency.
• Enable concept exploration and solution design through strong cross-functional collaboration and rapid iteration.
• Help engineering teams understand the business design intent, bridging user needs with system architecture.
• Present clear and credible narratives of our internal operations to potential investors, showcasing platform capabilities and operational maturity.

Qualifications

Required Qualifications

• Significant professional experience in the insurance industry, with specific knowledge of life insurance, annuities, and related products
• Proven success managing CRM or workflow products that serve multiple internal personas (sales, service, underwriting, operations).
• Demonstrated ability to craft MRDs/PRDs, wireframes, and process maps that translate strategy into buildable work.
• Refine and develop strategic objectives to serve multiple purposes
• Provide comprehensive training materials for agents
• Support troubleshooting and operational processes
• Enable exploration of new concepts and solutions
• Help engineers understand business design intent

Additional Information

We Offer

Neilson provides a competitive total compensation package, extensive learning opportunities, and a dynamic environment where you can grow your career. Compensation will be based on experience, skill set, geographic location, and business needs. Additionally, we offer a robust benefits package. UK based candidates enjoy the following:

• Life Assurance from day one, so you are protected too.
• Employee Assistance Programme to help and support with life stuff!
• We have plenty of local discounts for coffee outlets, restaurants, cinemas and gyms.
• Free fruit, Flu Vaccinations, Cycle to work scheme, Eye Test/Glasses Vouchers, looking after your wellbeing!
• Exceptional training - giving you all the tools to succeed throughout your NFS career!
• Pension & 25 days holiday.
• Enhanced maternity & Paternity pay.
• Private Medical insurance.

If you are ready to step into a role as our principal technical product owner and see yourself thriving while rising to the challenge, we'd love to hear from you. Join us at Neilson and help shape the future of our technology landscape.