Product Manager – Banking CRM & Customer Engagement

CSI

Central City (KY)

Sur place

USD 110 000 - 150 000

Plein temps

Il y a 10 jours

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Résumé du poste

CSI in the United States is seeking a Product Manager to shape how banks acquire, engage, retain, and grow customer relationships through CRM, onboarding, referrals, and workflow solutions. You will work with customers, sales, marketing, engineering, implementation teams, and executives to deliver products that drive measurable value and leverage AI tools to boost productivity.

If you enjoy solving customer problems and prioritizing market opportunities, this is your chance to influence the

Qualifications

  • 4+ years of Product Management experience.
  • Experience within banking, financial services, fintech, or related industries.
  • Strong understanding of 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.

Responsabilités

  • 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 gaps in existing products 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 closely with Engineering, QA, Marketing, Sales, Customer Support, and Implementations.
  • Communicate priorities, requirements, and product direction across multiple stakeholder groups.
  • Assist Product Marketing with sales enablement and product positioning activities.
  • Support customer demonstrations, strategic discussions, and industry events.
  • Utilize AI tools to improve productivity and product development.
  • Convert meetings into actionable insights, notes, requirements, and follow-up activities.
  • Leverage AI-assisted workflows to enhance product documentation and UX design.

Connaissances

Product management
Banking/fintech experience
CRM concepts
Requirements gathering
User stories
Agile
Stakeholder communication

Outils

Aha!
Azure DevOps
Jira Product Discovery
Microsoft Copilot
Claude AI

Description du poste

CSI in the United States is seeking a Product Manager to shape how banks acquire, engage, retain, and grow customer relationships through CRM, onboarding, referrals, and workflow solutions. You will work with customers, sales, marketing, engineering, implementation teams, and executives to deliver products that drive measurable value and leverage AI tools to boost productivity.

If you enjoy solving customer problems and prioritizing market opportunities, this is your chance to influence the

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