Senior Product Manager – CRM

🕒 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

• Lead the vision, strategy, and execution of CRM capabilities. • Define and own the product strategy and multi-year roadmap for CRM capabilities. • Lead the end-to-end product lifecycle for CRM features. • Partner with engineering teams for CRM integrations. • Define member journey frameworks and work cross-functionally to build personalized experiences. • Drive adoption of CRM features by collaborating with client success and account management teams. • Establish and monitor KPIs for CRM initiatives. • Serve as a thought leader on CRM strategy within financial services. • Mentor and guide junior product managers.

🎯 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. • Deep familiarity with CRM platforms and ecosystems such as Salesforce, HubSpot, Microsoft Dynamics, or financial services CRM tools. • Strong understanding of member/customer lifecycle management, segmentation strategies, and personalization at scale. • 2+ years of hands-on experience managing CRM integrations and APIs. • Demonstrated ability to translate ambiguous business needs into clear product requirements. • Strong data literacy. • Experience with Agile methodologies and tools (e.g., JIRA, Confluence). • Exceptional communication and stakeholder management skills. • BA/BS degree in a related field, or equivalent combination of education and experience.

🏖️ Benefits

• Health insurance • 401(k) retirement plan • Paid time off • Professional development opportunities