Product Manager, CRM & Banking Engagement

Computer Services, Inc.; Kentucky; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Computer Services, Inc. (CSI) is seeking a Product Manager to help shape the future of how financial institutions acquire, engage, retain, and grow customer relationships.

This role supports CRM, onboarding, referral, workflow, sales, contact management, and customer intelligence solutions used by banks to better understand and serve their customers. This is an ideal opportunity for a product professional who combines banking or fintech experience with a passion for customer engagement,

Qualifications

• 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.

Responsibilities

• 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 such as Microsoft Copilot and Claude to improve productivity and product development.

Skills

Product management

Banking/fintech exp

CRM concepts

Stakeholder comms

User stories

Tools

Aha!

Azure DevOps

Jira

Product Discovery

Microsoft Copilot

Claude AI

Job description

Computer Services, Inc. (CSI) is seeking a Product Manager to help shape the future of how financial institutions acquire, engage, retain, and grow customer relationships.

This role supports CRM, onboarding, referral, workflow, sales, contact management, and customer intelligence solutions used by banks to better understand and serve their customers. This is an ideal opportunity for a product professional who combines banking or fintech experience with a passion for customer engagement,