CSI
Product Manager - CRM & Customer Engagement Solutions
Remote, USA · Mid
No sponsorshipDetected 3 days ago
AzureDevOpsAccessibilityProduct ManagementProduct StrategyAgileJiraCRMSalesCustomer SupportLeadershipCommunicationCollaboration
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Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Driving the Future of Customer Relationships in Banking
- CSI is seeking a Product Manager to help shape the future of how financial institutions acquire, engage, retain, and grow customer relationships.
- Execute product strategy and roadmap initiatives within CSI's CRM and customer engagement portfolio.
Responsibilities
- Manage product backlogs and prioritize initiatives based on business impact and customer needs.
- Partner with leadership to align product investments with strategic goals.
- Create product requirements, user stories, epics, acceptance criteria, and feature documentation.
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.
- 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.
- This is an ideal opportunity for a product professional who combines banking or fintech experience with a passion for customer engagement, relationship management, and building innovative solutions.
- Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.
Nice to have
- Commercial banking experience.
- Experience with CRM platforms, customer intelligence solutions, segmentation, campaign management, or customer analytics.
- Experience creating detailed epics, features, and acceptance criteria.
- Prior collaboration with QA and User Acceptance Testing (UAT) processes.
- Experience with Agile product development methodologies.
- Pragmatic Certified Level II certification or equivalent product management training.
- Experience utilizing AI tools within product management workflows.
- Tools & Technologies
Compensation
- Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance.
Benefits
- Benefits Summary
Company info
- This role supports a suite of customer relationship management (CRM), onboarding, referral, workflow, sales, contact management, and customer intelligence solutions used by banks to better understand and serve their customers.
- Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition.
- We are unable to offer visa sponsorship for this position.
Equal opportunity
- CSI is an Equal Opportunity Employer.
- If you need an accommodation during the recruitment process, please email us at recruiter@csiweb.com and we will work with you to meet your accessibility needs.
Visa & Work Authorization
- We are unable to offer visa sponsorship for this position.
- Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.
This listing is sourced directly from CSI's careers page and normalized into a canonical job model.