TransFund Product Manager

BOK Financial; Tulsa (OK); On-site; USD 110,000 - 150,000; Full time

Job summary

BOK Financial is seeking a TransFund Product Manager to design, implement, and manage TransFund products and solutions, driving revenue and deepening customer relationships.

You will help set product vision, negotiate with vendors, and present to executives. This role requires strong tech, payment industry, and data analytics understanding, with a focus on AI and enterprise initiatives.

Qualifications

• Bachelor's degree in business or related field.
• 10+ years in product management and/or 15+ years of equivalent work experience.
• Experience with data analytics, reporting, dashboards, and data visualization.
• Understanding of payments / EFT industry practices and card networks.
• Strong interpersonal and communication skills; ability to manage multiple high-impact projects.

Responsibilities

• Manage a product portfolio with onboarding, customer reporting, dashboards, and training materials.
• Oversee the customer training platform with updated materials and guides.
• Coordinate with leadership, sales, partner management, product and marketing on performance.
• Lead new product launches using Pragmatic framework with cross-functional teams.
• Monitor industry trends; ensure AI and data analytics are leveraged.

Skills

Product management

Stakeholder communications

Cross-functional leadership

Data analytics

Technology understanding

Education

Bachelor's degree in business or related field

Tools

Tableau

Power BI

Microsoft Excel

Qualtrics/SurveyMonkey

Salesforce

Co-pilot

Job description

Job Description

The TransFund Product Manager is responsible for the design, implementation, and ongoing management of TransFund products and solutions to drive revenue growth and deepen customer relationships. This role helps with setting product vision and roadmaps, monitors industry trends, analyzes data, and develops new offerings to enhance profitability and market differentiation. The position negotiates with vendors, establishes product pricing, and manages a portfolio of products and services, while regularly presenting to and interfacing with current and prospective customers, including C-level executives. The Product Manager leads communications related to product launches, enhancements, and updates, and provides oversight of enterprisewide initiatives impacting TransFund or its customers (including data analytics, learning platform, industry updates, compliance issues, etc.) and provides regular reporting on product performance. This role requires a strong understanding of technology, the payment industry, network relationships, AI, and fund processing plus the ability to clearly communicate impacts of changes.

How You'll Spend Your Time

• You will manage a product portfolio, ensuring onboarding, customer reporting, dashboards, and training materials effectively support business and client needs.
• You will manage the customer training platform to ensure it is updated with new materials, including product training, industry webinars, customer tutorials, training manuals, employee wiki pages, product guides, etc.
• You will work with leadership, sales, relationship management, partner management, merchant services, product and marketing teams, providing reporting on performance of campaigns, products and programs.
• You will lead new product launches using Pragmatic framework – coordinating cross‑functional teams to deliver programs and products efficiently and on schedule.
• You will maintain awareness of industry trends through conferences, publications, partner engagement, industry forums and customer interactions.
• You will ensure technology is being utilized and adopted as it becomes available including reporting tools, AI, and data analytics.
• May perform other duties as assigned.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree in business or related field and a minimum of 10+ years in product management and/or 15+ years of equivalent work experience in related field.

• Experience with data analytics, reporting, dashboard creation, and data visualization.
• Advanced knowledge of reporting and data analytics tools including but not limited to Tableau, Power BI, Microsoft Excel, Qualtrics/SurveyMonkey, Salesforce and Co‑pilot.
• Understanding of payments / electronic funds transfer (EFT) industry practices, compliance and regulations and card brands and network operating rules.
• Experience with product management, project management, and technology tool management.
• Excellent interpersonal and emotional intelligence skills, including oral and written communication skills.
• Ability to manage multiple high‑impact projects simultaneously.
• Excellent administrative and organizational skills.

Working Conditions & Physical Requirements

Office.

Equal Opportunity Statement

We are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Contact

Please contact [e-mail] with any questions.