Sales AI Product Manager

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $101k - $152k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

✅ Product Manager

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Guild Mortgage

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1960

🏗️ Construction

💸 Finance

🏠 Real Estate

Construction • Finance • Real Estate

Guild Mortgage is a U. S. -based mortgage lender and loan servicer that provides a wide range of home financing products and services to consumers and business partners. The company offers purchase and refinance mortgages, including conventional, FHA, VA, USDA, jumbo, renovation, construction, reverse mortgages, HELOCs, and specialty programs and down-payment assistance. Guild Mortgage operates nationwide through local branches and loan officers, supports borrowers with servicing and online account management, and partners with builders, real estate agents, title agents, and correspondents.

📋 Description

• Define and execute the vision and roadmap for AI-driven sales enablement tools • Collaborate with Product Managers and Product Owners across CRM, Point of Sale, and Marketing Automation to align the AI strategy and roadmap • Develop a build-versus-buy framework with AI architects • Maintain an inventory of AI capabilities across the existing technology stack • Evaluate emerging AI trends for the retail mortgage sales environment • Conduct structured discovery with Loan Officers and Sales Leaders • Translate pain points into quarterly, value-ranked AI use-case roadmaps with KPIs and adoption targets • Define success criteria, control groups, and measurement plans • Conduct market scans, create vendor shortlists, lead scorecards, and proof-of-value pilots • Drive vendor approvals through AI Risk Advisory, Software Advisory, Legal, Compliance, vendor management, and InfoSec • Own intake and project management for the vendor approval process • Apply risk tiering and fast lanes while escalating higher-risk flows as required • Map current and future workflows and design in-workflow experiences across CRM, LOS, Point of Sale, Product & Pricing Engine, Marketing Automation, and telephony • Specify integration patterns and acceptance criteria with technical teams, Product/Engineering, and Enterprise Architecture • Build role-based playbooks, prompt libraries, templates, micro-learning, and manager toolkits • Establish training and branch champion programs • Collaborate with the AI Training and Enablement Specialist on Sales training and enablement • Measure adoption and impact of AI and vendor solutions • Maintain an Approved AI Vendor Catalog with lifecycle statuses and guardrails/model cards • Convert field requirements into BRDs and work with internal Product/AI teams when building internally • Generate insights and ideas on policies, processes, procedures, and efficiency • Contribute to strategic and operational plans • Work under broad direction with considerable latitude for independent action

🎯 Requirements

• Bachelor's Degree directly related to the position or equivalent, required • Minimum six years' experience in Product Management, Sales Enablement, or Process improvement • Proven record launching sales-facing tools with measurable adoption and ROI • Hands-on experience navigating enterprise risk/governance and third-party approvals • AI literacy: LLM strengths/limits, prompt design, evaluation basics, hallucination/guardrail concepts • Working knowledge of integrations including APIs, webhooks, SSO/OAuth, and iPaaS • Working knowledge of enterprise app ecosystems including CRM, Loan Origination System, Point of Sale, Product & Pricing Engine, Marketing Automation, and telephony • Change leadership and field influence • Analytical fluency including funnel analytics, time-in-motion, A/B testing, and business casing • Mortgage domain depth including LO processes, lead triage, and pricing/marketing compliance • Ability to organize and manage multiple priorities simultaneously • Ability to work independently or within a team • Excellent interpersonal, verbal, and written communication skills • Highly organized and detail-oriented; able to work in a fast-paced, metrics-driven environment • Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications • Prosci/ADKAR, Lean Six Sigma, Salesforce Admin/Product Owner certifications or experience are a plus, not required • Travel 5% or less • Work Monday–Friday during the business week

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • AD&D • LTD • 401(k) with employer match • Pleasant work environment • Competitive compensation