Sr. Product Owner, CRM Platform

Role Description

We are looking for a Sr. Product Owner to lead CRM product strategy and delivery at TradeStation. This role owns the end-to-end product lifecycle for our CRM platform and client-facing capabilities — partnering with business stakeholders, technology teams, and data owners to define requirements, drive prioritization, and deliver high-impact outcomes. The ideal candidate brings strong product ownership experience, CRM domain expertise, and the ability to operate at the intersection of strategy and execution in a fast-paced, AI-first organization.

What You’ll Be Doing

• Strategic Leadership
  • Define and execute the CRM product strategy aligned with firm-wide business services and client experience initiatives.
  • Partner with senior business, technology, and operations stakeholders to shape the future of CRM capabilities across the full client lifecycle.
  • Identify opportunities to optimize CRM platform capabilities, reduce friction in client-facing processes, and expand automation.
• Product Ownership
  • Own the product definition layer that powers AI-assisted development.
  • Practice Spec-Driven Development (SDD): work iteratively with AI to turn intent and business requirements into clear, machine-readable specs.
  • Prioritize requirements with Product Owners and business stakeholders.
  • Translate and communicate the customer, business and market needs into product requirements.
  • Execute on the product roadmap and translate high-level strategies into manageable stories and product backlog.
  • Manage the product life cycle from conception through release and beyond.
• AI-Driven Delivery & Execution
  • Use AI to accelerate drafting of user stories, acceptance criteria, test cases, and documentation.
  • Maintain alignment between product intent and AI-delivered behavior.
  • Apply TradeStation’s AI governance standards.
  • Define and maintain product and project documentation, performance metrics, tracking and reporting.
  • Manage the release management pipeline.
  • Monitor KPIs and SLAs to ensure CRM platform performance meets business and operational standards.
  • Participate and play a central role in all agile ceremonies.
• Vendor & Stakeholder Management
  • Manage relationships with CRM platform vendors and third-party integration partners.
  • Act as the primary liaison between CRM capabilities, business stakeholders, client services, and technology teams.
  • Collaborate with all Department Heads to manage their expectations and align on priorities.
• CRM Platform & Data Management
  • Own the CRM data model — ensuring data integrity, governance standards, and scalability across business units.
  • Define and drive end-to-end client lifecycle workflows within the CRM.
  • Define requirements for CRM automation.
  • Navigate a highly customized CRM environment.

Qualifications

• Familiarity with Spec-Driven Development (SDD) and AI-assisted delivery workflows.
• Strong ability to write clear, unambiguous specifications and prompts.
• Sound judgment on where AI augments work versus where human decision-making and oversight are required.
• Strong analytical, technical, oral, and written communication skills.
• Exceptional organizational and time-management skills and the ability to prioritize.
• Hands-on proficiency with enterprise AI tools (e.g., Claude, GitHub Copilot, Glean).
• Ability to plan and organize schedules to achieve desired objectives.
• Ability to present projects to technical and non-technical staff.
• Team player who can work flexible hours.
• Understanding of Agile SDLC, Change Management.
• In-depth understanding of industry market conditions and trends.
• Successful track record of developing products within deadlines.
• Strong presentation skills.
• Knowledge of various legal and regulatory obligations such as GDPR or similar standards a plus.
• Knowledge of common testing methodologies, terminology and industry standards preferred.
• Deep familiarity with CRM data models and how they map to financial services business processes.
• Experience with enterprise CRM platforms (e.g., Salesforce Sales Cloud, Service Cloud, Microsoft Dynamics 365, or similar).
• Understanding of client lifecycle management, customer segmentation, and journey mapping within a CRM context.
• Knowledge of CRM integration patterns connecting CRM to downstream systems.
• Ability to analyze and interpret CRM data, customer behavior metrics, and product usage trends to inform prioritization decisions preferred.
• Experience with data visualization tools (e.g., Tableau, Power BI, or similar) preferred.
• Comfort working with SQL or similar querying tools to extract and validate data independently preferred.
• Experience with Databricks for data engineering, analytics, or ML workflows preferred.
• Experience with Amplitude for product analytics, user behavior tracking, and feature instrumentation preferred.
• Hands-on configuration or administration experience with a major CRM platform preferred.
• Experience integrating CRM with marketing automation platforms or contact center systems preferred.
• Knowledge of CRM-specific reporting and KPIs preferred.

Minimum Qualifications

• Bachelor’s degree in business administration.
• Minimum 3-5 years’ experience as a product owner in the industry.

Desired Qualifications

• Master’s/MBA is a plus.

What We Offer

• Collaborative work environment.
• Competitive Salaries.
• Yearly bonus and generous 401k plan.
• Comprehensive benefits for you and your family starting Day 1.
• Unlimited Paid Time Off.
• Flexible working environment.
• TradeStation Account employee benefits, as well as full access to trading education materials.
• Pay Range (US) $121-134K.