CRM Product Manager

Description

This role is responsible for translating enterprise CRM strategy into actionable domain and value-stream roadmaps, managing business stakeholders, and ensuring every release delivers measurable business value. The Product Manager sits between strategic intent and execution owning end-to-end process design for assigned domains, driving investment prioritization, and coaching Product Owners and Product Leads to elevate overall team performance. This is a high-visibility, high-accountability role for an experienced product professional who thrives at the intersection of business strategy, technology delivery, and stakeholder alignment.

Product Vision & Strategy

Translate the enterprise CRM vision into clear, executable domain and value-stream strategies

Maintain a deep understanding of business priorities and technology capabilities to inform product direction

Partner with the Product Director to align domain strategy to multi-year enterprise roadmap goals

Articulate the 'why' behind product decisions to stakeholders, delivery teams, and executive audiences

Roadmap Ownership

Own the domain or value-stream roadmap end-to-end, including sequencing, dependencies, and milestones

Ensure roadmap priorities reflect a balanced view of business value, technical risk, and delivery capacity

Maintain roadmap currency and communicate changes proactively to stakeholders and delivery teams

Collaborate with Product Owners to bridge domain roadmap intent to sprint-level execution

Investment & Priority Decisions

Recommend prioritization decisions based on business value, risk exposure, and delivery feasibility

Develop and maintain a structured business case framework to support investment decisions

Engage with stakeholders to validate priorities and secure alignment on trade-off decisions

Monitor value delivery against investment expectations and adjust priorities accordingly

Stakeholder & Executive Management

Serve as the primary relationship owner for business stakeholders across assigned domains

Facilitate regular business reviews, roadmap updates, and escalation resolution with leaders

Build strong, trust-based partnerships with technology, data, architecture, and compliance teams

Represent the product organization in cross-functional forums and strategic planning sessions

Business Process Ownership

Own end-to-end process design for CRM domains under management

Ensure process designs align to enterprise standards while meeting line-of-business operational needs

Identify and drive process improvement opportunities surfaced through delivery, data analysis, or stakeholder feedback

Partner with operational SMEs and business analysts to document and validate process designs

Delivery Accountability

Accountable for delivery outcomes across releases within assigned domains

Monitor delivery health across Product Owner-led sprint teams and escalate risks proactively

Ensure release readiness through milestone tracking, scope management, and cross-team coordination

Review and accept release-level deliverables to confirm alignment to strategic intent

Backlog Management

Oversee backlog health, alignment, and quality across owned domains

Define backlog grooming standards and ensure Product Owners maintain prioritized, actionable queues

Provide strategic direction on feature prioritization and backlog sequencing

Validate that backlog items reflect the right level of business, technical, and compliance detail

Data & Platform Stewardship

Ensure domain deliverables align to enterprise data and architecture standards

Champion data quality, platform governance, and scalability considerations in all product decisions

Partner with data and architecture teams to review and approve data design decisions<p>Escalate systemic data quality or platform compliance issues to the Product Director<p>Risk, Controls & Compliance<p>Ensure product requirements address applicable risk, control, and compliance obligations<p>Partner with Legal, Compliance, and Risk teams to identify and resolve regulatory requirements<p>Monitor delivery to confirm that controls are properly embedded into features and user acceptance criteria<p>Represent the product team in regulatory, audit, and controls review forums as needed<p>Change, Adoption & Enablement<p>Own the release-level enablement plan including training, communication, and adoption milestones<p>Measure and track feature adoption post-launch and drive corrective action where adoption falls short<p>Partner with change management resources to ensure business readiness for each release<p>Build success metrics for enablement and report outcomes to stakeholders<p>People & Team Leadership<p>Coach, mentor, and develop Product Owners and Product Leads within the CRM product organization<p>Conduct regular one-on-ones, provide actionable feedback, and support career growth planning<p>Foster a high-performance team culture rooted in accountability, transparency, and continuous improvement<p>Identify skill gaps within the team and partner with the Product Director on development strategies<p>Success Metrics & Outcomes<p>Track value realization across releases and report on KPIs tied to business outcomes<p>Define domain-level success metrics in collaboration with business stakeholders and the Product Director<p>Establish a regular cadence for outcome reporting and communicate results clearly to executive audiences<p>Leverage delivery and adoption data to refine prioritization and inform future roadmap decisions<p>Requirements<p>7+ years of experience in product management, business strategy, delivery leadership, or a related role<p>Bachelor's degree in Business, Technology, Finance, or a related field or equivalent professional experience; MBA preferred<p>Demonstrated experience managing CRM products or platforms; Salesforce experience strongly preferred<p>Proven track record of owning a product roadmap and delivering outcomes against strategic business objectives<p>Experience managing stakeholder relationships across business and technology organizations<p>Strong analytical skills with the ability to build business cases, interpret KPIs, and drive data-informed decisions<p>Excellent verbal and written communication skills able to influence and present to executive audiences<p>Deep understanding of Agile/Scrum delivery methodologies and experience leading cross-functional product teams<p>Working knowledge of data architecture, platform integrations, and enterprise technology ecosystems<p>Familiarity with risk, compliance, and regulatory requirements in a banking or financial services environment<p>Nice to Have<p>Experience with Salesforce Financial Services Cloud (FSC), including data model and workflow design<p>Prior experience in financial services banking, wealth management, commercial lending, or capital markets<p>Familiarity with financial services regulatory frameworks (e.g., BSA/AML, KYC, Reg E, FINRA)<p>Experience leading product delivery for relationship banking, treasury management, or wealth management platforms<p>Exposure to Salesforce platform governance org strategy, permission model, integration patterns<p>Salesforce certifications such as Salesforce Certified Administrator, Platform App Builder, or Business Analyst<p>Experience with enterprise data governance frameworks and master data management (MDM) concepts<p>Track record of building and developing high-performing product teams<p><strong>Skills</strong><p>Product management, Product roadmap, salesforce crm, crm systems, Data, salesforce FSC<p><strong>Top Skills Details</strong><p>Product management,Product roadmap,salesforce crm,crm systems,Data,salesforce FSC<p><strong>Experience Level</strong><p>Expert Level</p><strong>Job Type & Location</strong><p>This is a Contract to Hire position based out of Richardson, TX.</p><strong>Pay and Benefits</strong><p>The pay range for this position is $75.00 - $95.00/hr. <p> Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.<p>Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)</p><strong>Workplace Type</strong><p>This is a fully onsite position in Richardson,TX.</p><strong>Application Deadline</strong><p>This position is anticipated to close on Oct 16, 2026.<p> </p> <p> </p> <font size="6"></font><h4>About TEKsystems</h4> <p>We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. </p> <p>The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.</p> <p> </p> <p> </p> <font size="6"></font><h4>About TEKsystems and TEKsystems Global Services </h4> <p>Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.</p> <p>The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.</p> <p><b>San Francisco Fair Chance Ordinance:</b> Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.</p> <p><b>Massachusetts Lie Detector:</b> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</p> <p><b>Use of Artificial Intelligence (AI):</b> We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.</p>