Product Manager, CRM & Banking Customer Engagement
CSI
CSI in New York is seeking a Product Manager to shape the future of CRM, onboarding, referrals, and customer engagement for banks. You will collaborate with customers, sales, marketing, and engineering to deliver innovative solutions that improve acquisition, retention, and cross-selling. Travel up to 10% is possible. The role emphasizes strong communication, backlog management, and translating business needs into actionable product enhancements, with a focus on AI-enabled workflows and #J-18808-Ljbffr CSI
- ...difference. As a Product Director in Data,... ...that delight customers. As a leader on the... ..., execution, risk management, and delivery of key... ..., and stakeholder engagement. Own platform and... ...operations, and CRM. Preferred qualifications... ...in investment banking, consumer and...CustomerCRM
$175k - $195k
...advisor in everyone's pocket: investing, banking, and personalized guidance in one... .... Stash is hiring a Senior Product Manager for Engagement; the in-app experiences that help people... ...Work across team lines when the customer does: activation into the app, guidance...CustomerWork at officeWork from homeFlexible hours3 days per week$175k - $195k
...advisor in everyone's pocket: investing, banking, and personalized guidance in one app... ...confidence.Stash is hiring a Senior Product Manager for Engagement; the in-app experiences that help... ...scaleWork across team lines when the customer does: activation into the app, guidance...CustomerWork at officeWork from homeFlexible hours$200.7k - $229.1k
Senior Manager, Product Design At Capital One, we’re building... ...a mission to help our customers succeed by bringing ingenuity... ..., and humanity to banking. We measure our... ...commercial lending and CRM platforms , transforming... ...shape how Design should engage (i.e., actively...CustomerCRMFull timePart timeBank staffH1bWork at officeLocal area$120k - $180k
...execution of the General Bank Salesforce product road map as defined by the Product Management team in support of... ...effective and efficient CRM solution based on the... ...options, and evolving customer needs. Recommends changes... ...appeal. Customer Engagement - Tracks customer experience...CustomerCRMRemote work- ...Description Note : Need from Banking/Financial Industry recent... ...Experience architecting large-scale customer engagement and marketing automation... ...Marketing Cloud with CRM, data warehouses, and enterprise... ...Banking, Capital Markets, Asset Management, Wealth Management, or...CustomerCRM
$180k
...by giving them a digital banking platform that allows... ...of work by embedding our products within the scheduling, workforce management, and payroll apps they already... ...and confidently engage with financial products.... ...Bring the voice of the customer into product strategy, roadmap...CustomerHourly payTemporary workWork at officeImmediate startWork from home3 days per week- ...backed fintech that simplifies banking for small businesses. Since... ...and debit cards to lending products, business tools (invoices,... ...seeking a Senior Product Manager to own the platform surface... ...whether a new Novo customer becomes an engaged, transacting one. The role...CustomerFull time
- ...regional financial bank specializing in... ...Commercial Banking CRM Strategy Own business... ..., and client engagements Client Relationship... ...banking - customer and relationship growing... ...: relationship management, prospecting, lending... ..., including products, data, and regulatory...CustomerCRMFull time
- ...: Money Movement At Valley Bank, we believe in people's growth... .... Position Overview The Product Manager, Digital Money Movement is responsible... ...experiences that enable customers to move funds quickly,... ...usage and broader relationship engagement. A core mandate of this...CustomerWork at office
- ...fintech that simplifies banking for small businesses.... ...cards to lending products, business tools (invoices... ...and motivated product manager to own and scale our core... ...our rapidly expanding customer base and business... ...money movement, deepening engagement and increasing the...Customer
$151k - $248.05k
Director Product Manager- Banking United States; New York, United States At Moody's, we unite the... ...innovatively, and listen to each other and customers in meaningful ways. Moody’s is... ...decisions to enable informed leadership engagement and alignment (5%) About the Team...CustomerFull time- ...commitment to show up for our customers, our communities, and... ...marketing campaigns. Engage with consumers,... ...offer the appropriate products. Manage a loan pipeline from application... ...in the mortgage or banking industry required. 2+... ...system (H2O), CRM platform (Salesforce),...CustomerCRM
- ...growth across open banking, embedded finance,... ...with Sales, Product, Technology, and the... ...Monitor market trends, customer needs, and... ...conversion optimization manage external specialists... ...on LinkedIn and engagement with financial services... ...grows. Oversee CRM integration,...CustomerCRMFull timeFor contractors
$55k - $60k
...deliver unmatched employee engagement, development, and... ...coaching and mentoring, and customer support. MentorcliQ is... ...evolve. What You’ll Do Manage accounts receivable and... ...Categorize daily banking transactions including... ...software and Salesforce CRM Experience working with...CustomerCRMTemporary workWork experience placementWork at officeRemote workHome office- ...unique challenges our customers face, identify and... ...to effectively manage long-term and... ...proposition, and product-market fit with our... ...prospecting efficiency and engagement quality. In 12... ...Experience using CRM systems (e.g., Salesforce... ...such as banking details during the...CustomerCRMFull timeLocal areaRemote work
- ...started in regulated industries - banking and insurance - and have... ...driving our growth by identifying, engaging, and qualifying new business... ...up-to-date information in the CRM, ensuring a predictable and... ...grow into Account Executive or Customer Success roles. Location: New York...CustomerCRMFlexible hours
- ...Head of Commercial Banking Data & Analytics About... ...a commercial banking CRM strategy that enhances... ...effectiveness and client engagement. Applicants must have... ...a strong emphasis on customer and relationship growth... ...in CRM platform management, a deep understanding...CustomerCRM
$120k - $160k
...Its platform brings banking, payments, expense management, accounting automation... ...is growing quickly, customer demand is... ...collaborating with Product and Engineering to resolve... ...customer retention, engagement, and account expansion... ...solutions. Leverage CRM systems,...CustomerCRMImmediate startRelocation$60k - $70k
...the AI-native private bank for business owners.... ...extreme ownership. Our customers are affluent business owners... ...by delivering a product that is fundamentally better... ...opportunities, engaging with & building relationships... ...Utilization: Utilize our CRM and other sales tools...CustomerCRMCasual workImmediate startRemote workFlexible hours- ...Role: Head of Platform Product About Our Client... ...trading, payments, wealth management, custody, institutional... ...by 24/7 multilingual customer service and a strong commitment... ..., payments & assets, CRM, user/security/reach,... ...environment (fintech, banking, crypto, or equivalent)...CustomerCRM
- Ignite your passion for product innovation by being a part of a customer-centric development, inspiring... ..., and innovative Product Manager to be part of the rapidly growing Open Banking product. In this role, you... ...of technical solutions Engage in and drive testing and validation...CustomerWork at officeLocal areaImmediate startRelocationWork visaRelocation package
- ...cold calling, and engaging decision-makers across... ...they can better manage risk to their... ...Sigma360’s ideal customer profile Qualify... ...accurate records in the CRM, tracking pipeline... ...drafting, and productivity; Loom for recording... ...pedigree in government, banking, and technology,...CustomerCRMFull timeWork at officeWorldwide3 days per week
$123.2k - $247.8k
...Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition... ...accounts, including Banking, Insurance, and Wealth & Asset Management. As an Enterprise Account Executive... ...presence with experience engaging C-suite decision makers...CustomerCRMWork at officeRemote workFlexible hours$124k - $280k
...Sanctions - Fenergo Principle Product Consultant - Senior Manager, you will leverage data... ..., focusing on the Banking and Capital Markets sector... ...storytelling for client engagement- Applying systems thinking... ...accessing sensitive company or customer information, handling...CustomerFull timeH1b- Principal Product Manager, Business Money - SMB Banking Denver, CO - Hybrid; New York, NY - Hybrid; San Francisco,... ...can focus on their craft and their customers. With teams in Denver, San... ...expect all team members to actively engage with AI tools relevant to their role...CustomerFull time
- ...Associate Director, Non-Bank Financial Institutions... ..., credit and risk management products and services relevant... ...Accountabilities Delivering a customer focused approach to... ...-person and virtual), engaging executives and... ...Demonstrated efficient use of CRM tools such as...CustomerCRMWork at officeLocal areaFlexible hours
$124.28k - $186.16k
...Fixed Income, Structured Products, ETF, Equity, and... ...Options. The Senior Product Manager will oversee and be... ...that meet customer needs and are priced to... ...customer experience, engagement and market share) Education... ...is the fifth largest bank in North America by branches...CustomerFull timeLocal areaWork from homeFlexible hours- ...as a German Speaking Bank Customer Service Representative... ...In this role, you'll engage with clients to provide... ...promote our financial products responsibly. Malta offers... ...under pressure and manage time effectively. Proficiency... ...banking software and CRM systems will be an...CustomerCRMRelocationRelocation package
- ...are not limited to:Own product strategy and roadmap, aligning... ...to business goals, customer needs, and performance insights.Manage end-to-end digital experiences... ...usability, conversion, engagement, and efficiency.Define... ...-timeCategory: Branch Banking/RetailSalaried: SalariedCustomerWork at office
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