Banking CRM & Engagement Product Manager

CSI; Kentucky; On-site; USD 110,000 - 150,000; Full time

Job summary

CSI is seeking a Product Manager to shape CRM and onboarding solutions for banking clients. You will own product strategy, gather customer insights, define roadmaps, and work with engineering, sales, and implementations to deliver customer-centric fintech products.

The role emphasizes banking and fintech domain experience, strong communication, and ability to translate business needs into clear user stories and acceptance criteria. Travel up to 10% is possible.

Qualifications

• 4+ years of Product Management experience in banking/fintech.
• Strong understanding of CRM concepts and customer lifecycle management.
• Experience translating business needs into product enhancements and user stories.

Responsibilities

• Execute product strategy and roadmap initiatives within CSI's CRM and engagement portfolio.
• Conduct customer interviews and discovery sessions with banks, prospects, and internal teams.
• Create product requirements, epics, features, and acceptance criteria; write clear user stories.
• Collaborate with software engineering and cross-functional teams to deliver solutions.
• Support sprint planning, backlog refinement, and release activities.

Skills

Product management

Banking/fintech experience

CRM concepts

Stakeholder communication

User stories & requirements

Agile methodologies

Cross-functional collaboration

Tools

Aha!

Azure DevOps

Jira Product Discovery

Microsoft Copilot

Claude AI

Job description

CSI is seeking a Product Manager to shape CRM and onboarding solutions for banking clients. You will own product strategy, gather customer insights, define roadmaps, and work with engineering, sales, and implementations to deliver customer-centric fintech products.

The role emphasizes banking and fintech domain experience, strong communication, and ability to translate business needs into clear user stories and acceptance criteria. Travel up to 10% is possible.