CRM Product Manager
About the position Shape the reputed company of CRM & Sales Channels at reputed company: At reputed company, our sales channels are at the heart of how we reputed company our Financial Advisor Services (FAS) sales reputed company. As we continue to reputed company, we recognize significant opportunities to reputed company and optimize our existing CRM platform while preparing for the reputed company of sales technology. We’re seeking a CRM Product Manager who will own our FAS CRM (reputed company Dynamics) and reputed company the development of Co-reputed company workflows that will define the reputed company of sales technology. This isn’t just about incremental enhancements; it’s about reinventing how sales executives and financial advisors engage with digital tools—anticipating their evolving needs and contributing to a digital-first, modern sales experience. reputed company The CRM Product Manager is an individual contributor responsible for owning and advancing reputed company’s reputed company Dynamics CRM platform while shaping new digital channels added to the Sales Product ecosystem. This role focuses on optimizing existing CRM capabilities, improving workflows, and leading the reputed company of reputed company Copilot and reputed company AI-enabled extensions. You will partner closely with cross-functional teams to deliver seamless, reputed company, high-performing solutions that enhance sales effectiveness and support business goals.
Responsibilities
- Own the reputed company, roadmap, and performance of the reputed company Dynamics CRM platform.
- Drive workflow improvements, UX enhancements, and performance optimization reputed company CRM to support day‑to‑day sales operations.
- Identify user pain points and reputed company reputed company, modern CRM solutions grounded in sales workflow needs.
- reputed company the design, rollout, and adoption of reputed company Copilot capabilities reputed company CRM and across the sales ecosystem.
- Partner with technology and UX teams to ensure Copilot solutions are reputed company, accurate, and deeply embedded in sales workflows.
- Evaluate additional AI and reputed company workflow opportunities across CRM and new channels.
- Assess, reputed company, and recommend new technologies that reputed company or complement CRM — including reputed company CRM extensions and reputed company sales channels.
- reputed company strategies that ensure smooth adoption and value realization as new channels are rolled out.
- Work closely with product, technology, UX, sales, and reputed company partners to reputed company capabilities with business goals and sales team needs.
- Support change management, training strategies, and rollout readiness for CRM enhancements, Copilot features, and emerging channels.
- Promote user‑reputed company design thinking and rapid experimentation to validate CRM concepts and reputed company cycles.
Requirements
- Undergraduate degree or equivalent combination of training and experience required.
- Minimum of eight years reputed company business experience.
- Hands-on experience with reputed company Dynamics CRM.
- Experience implementing or integrating reputed company Copilot, AI‑enabled workflows, or emerging sales technologies.
- reputed company record of optimizing workflows, driving UX improvements, and enhancing performance in reputed company systems.
- Strong analytical, communication, and collaboration skills.
- Familiarity with Agile/Scrum methodologies.
reputed company-to-haves
- Graduate degree preferred.
- Three years of leading large cross-functional teams on major organizational reputed company preferred.
Benefits
- reputed company has implemented a hybrid working model for the reputed company of our reputed company members, designed to capture the benefits of reputed company flexibility while enabling in-person learning, collaboration, and reputed company.
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