Product Manager – Data

🕒 April 8

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Lumin Digital

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

🤝 B2B

☁️ SaaS

Fintech • B2B • SaaS

Lumin Digital is a company that specializes in providing next-generation digital banking solutions for credit unions and banks. Their platform offers a wide array of services, including retail and commercial banking solutions, digital account opening, and tools to enhance user engagement and operational efficiency. With a focus on innovation and cutting-edge technology, Lumin Digital leverages artificial intelligence and robust security features to offer seamless, cloud-native services with near-perfect uptime. They are known for delivering business growth and cost savings for financial institutions, adapting to new technologies, and offering an enhanced user experience.

📋 Description

• Define and own the product strategy and multi-year roadmap for Lumin Digital’s CRM capabilities, ensuring alignment with client needs, competitive positioning, and company objectives. • Lead the end-to-end product lifecycle for CRM features – from market research and discovery through requirements definition, delivery, and post-launch optimization. • Develop a deep understanding of how financial institutions manage member relationships, including lifecycle marketing, segmentation, personalization, and cross-sell/upsell strategies. • Partner with engineering teams to architect CRM integrations with third-party platforms (e.g., Salesforce, HubSpot, MemberDev, Engageware) and internal data sources. • Define member journey frameworks and work cross-functionally with design and data teams to build targeted, personalized experiences within the Lumin platform. • Drive adoption of CRM features by collaborating closely with client success and account management teams to support onboarding, training, and ongoing feature utilization. • Establish and monitor KPIs and success metrics for CRM initiatives, leveraging product analytics to continuously improve and iterate. • Serve as a thought leader on CRM strategy within financial services – staying current on market trends, member engagement best practices, and the evolving CRM technology landscape. • Mentor and guide junior product managers and cross-functional contributors, fostering a culture of product excellence and continuous improvement. • Engage with the Lumin Digital community, contributing to organizational growth through honest, candid, and respectful feedback. • Lead rapid, disciplined experimentation in CRM, leveraging AI to accelerate prototyping and enhance segmentation and engagement capabilities through controlled pilots. • Perform other duties as assigned.

🎯 Requirements

• 6+ years of product management experience, with at least 3 years directly focused on CRM product development in a B2B SaaS, fintech, or financial services environment. • Proven track record of building, launching, and scaling CRM solutions — with the ability to speak to measurable impact: where the product started, gaps identified, and client or engagement growth achieved. • Deep familiarity with CRM platforms and ecosystems such as Salesforce, HubSpot, Microsoft Dynamics, or purpose-built financial services CRM tools. • Strong understanding of member/customer lifecycle management, segmentation strategies, campaign orchestration, and personalization at scale. • 2+ years of hands-on experience managing CRM integrations and APIs — comfortable getting into the technical weeds on data flows, integration architecture, and platform connectivity. • Demonstrated ability to translate ambiguous, complex business needs into clear product requirements and well-scoped delivery plans. • Strong data literacy – comfortable analyzing product metrics, building business cases, and making data-driven decisions. • Experience with Agile methodologies and tools (e.g., JIRA, Confluence). • Exceptional communication and stakeholder management skills, with the ability to influence without authority across engineering, design, sales, and executive audiences. • BA/BS degree in a related field, or equivalent combination of education and professional experience.