Product Manager, CRM & Banking Customer Engagement

CSI; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

CSI in New York is seeking a Product Manager to shape the future of CRM, onboarding, referrals, and customer engagement for banks. You will collaborate with customers, sales, marketing, and engineering to deliver innovative solutions that improve acquisition, retention, and cross-selling.

Travel up to 10% is possible. The role emphasizes strong communication, backlog management, and translating business needs into actionable product enhancements, with a focus on AI-enabled workflows and

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 onboarding, onboarding, or relationship management.
• Proven ability to prioritize competing initiatives with business objectives.

Responsibilities

• Execute product strategy and roadmap initiatives within CSI's CRM portfolio.
• Conduct customer interviews and gather feedback from banks and teams.
• Create product requirements, user stories, epics, and acceptance criteria.
• Collaborate with engineering and technical teams to deliver solutions.
• Support sprint planning, backlog refinement, and releases.

Skills

Product Management

CRM knowledge

Stakeholder communication

Requirement gathering

Backlog prioritization

Tools

Jira Product Discovery

Azure DevOps

Microsoft Copilot

Claude AI

Aha!

Job description

CSI in New York is seeking a Product Manager to shape the future of CRM, onboarding, referrals, and customer engagement for banks. You will collaborate with customers, sales, marketing, and engineering to deliver innovative solutions that improve acquisition, retention, and cross-selling.

Travel up to 10% is possible. The role emphasizes strong communication, backlog management, and translating business needs into actionable product enhancements, with a focus on AI-enabled workflows and