TekShapers
Product Owner – CRM–Outlook Integration
Fort Mill, South Carolina, USA · contract, third party
Sponsorship not specifiedDetected 43 days ago
Product ManagementProduct StrategyAgileStakeholder ManagementCRMCommunicationMicrosoft Office
About the role
- Identify opportunities to improve advisor productivity through contextual insights and embedded CRM capabilities within Outlook.
- Ensure delivery of high-quality, scalable integration features across releases.
- Act as the primary liaison between business stakeholders and engineering teams.
Responsibilities
- Backlog Ownership & Delivery Own and manage the product backlog, prioritizing features such as email capture, calendar sync, contact reconciliation, and activity tracking.
- Stakeholder Engagement Partner with advisors, sales, compliance, operations, and technology teams to gather requirements and validate solutions.
- Drive alignment on product priorities, trade-offs, and roadmap decisions.
- Collaborate with engineering on APIs, event-driven architectures, and Microsoft Graph integrations.
- User Experience Partner with UX/UI teams to design intuitive workflows embedded within Outlook (e.g., add-ins, side panels, contextual actions).
- Agile Execution Lead sprint planning, backlog refinement, and sprint reviews.
- Partner with compliance and legal teams throughout the product lifecycle.
- Preferred Qualifications Experience building Outlook add-ins or embedded CRM experiences within Microsoft 365.
Requirements
- Required Skills & Experience 5-10 years of experience as a Product Owner or Product Manager in enterprise or financial technology environments.
- Strong understanding of wealth management and financial advisor workflows, particularly CRM usage.
- Experience with Microsoft Outlook, Exchange, Microsoft 365, and Microsoft Graph APIs.
Nice to have
- Familiarity with bi-directional integration patterns, including conflict resolution and near real-time sync.
- Background in wealth management, broker-dealer platforms, or advisor technology ecosystems.
- Experience working with in-house or highly customized CRM platforms.
- Certifications such as CSPO, PSPO, or equivalent Agile credentials.
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