Product Manager – CRM, Customer Engagement Solutions

Job not on LinkedIn

🔥 13 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✅ Product Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CSI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1965

💳 Fintech

🏦 Banking

🔒 Cybersecurity

💰 Private Equity Round on 2024-01

Fintech • Banking • Cybersecurity

CSI is a technology company specializing in modern banking solutions, offering products such as core banking software, digital banking, payment processing, and managed cybersecurity services. Their integrated solutions also include advisory services focused on financial crimes compliance and mitigation. CSI aims to empower financial institutions to thrive in a digital landscape while enhancing customer experience and operational efficiency.

📋 Description

• 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 product gaps 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 with Engineering, QA, Marketing, Sales, Customer Support, and Implementations • Communicate priorities, requirements, and product direction across stakeholder groups • Assist Product Marketing with sales enablement and product positioning • Support customer demonstrations, strategic discussions, and industry events • Utilize Microsoft Copilot and Claude to improve productivity and product development • Convert meeting recordings into actionable insights, notes, requirements, and follow-up activities • Leverage AI-assisted workflows to enhance product documentation, feature definition, and user experience design

🎯 Requirements

• 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 • Commercial banking experience preferred • Experience with CRM platforms, customer intelligence solutions, segmentation, campaign management, or customer analytics preferred • Experience creating detailed epics, features, and acceptance criteria preferred • Prior collaboration with QA and User Acceptance Testing (UAT) processes preferred • Experience with Agile product development methodologies preferred • Pragmatic Certified Level II certification or equivalent product management training preferred • Experience utilizing AI tools within product management workflows preferred • Familiarity with Aha!, Azure DevOps, Jira Product Discovery, Microsoft Copilot, and Claude AI • Must be authorized to work in the United States without visa sponsorship now or in the future • Up to 10% travel

🏖️ Benefits

• Eligibility for incentive awards based on individual and business performance • Comprehensive range of benefits • Rewarding and challenging career opportunities