Product Manager - CRM & Lead Management - Financial Services

Key Responsibilities

Strategy & Vision

- Own the CRM & lead management product roadmap, aligning with GTM strategy and revenue goals.

- Define and optimize lead lifecycle flows from capture to qualification, nurturing, handover, and conversion.

- Evaluate and build integrations with 3rd-party tools (e.g., Salesforce, HubSpot, Segment, Clearbit, Zapier, etc.).

Product Execution

- Translate business requirements into detailed product specs, user stories, and flows.

- Work with engineering, design, and data teams to ship features on time, with high quality and adoption.

- Own user segmentation logic, lead scoring rules, MQL/SQL definitions, and routing mechanisms.

Growth & Analytics

- Define and track key KPIs: lead-to-MQL conversion, sales velocity, sales acceptance rate, CRM adoption, NPS from sales users, etc.

- Collaborate with marketing & RevOps to reduce lead leakage, improve qualification quality,

and increase sales team efficiency.

- Continuously iterate using data, A/B tests, and feedback loops from SDRs, AEs, and marketers.

Stakeholder Management

- Act as the bridge between Sales, Marketing, Product, and Engineering.

- Run regular sprint planning, demos, and QBRs for lead systems.

- Champion best practices around CRM hygiene, lead ownership clarity, and cross-team feedback loops.

Qualifications

- 3-7 years of experience as a Product Manager, preferably in a B2C context.

- Strong domain knowledge in CRM systems, lead funnels, or marketing automation.

- Proven success in owning internal tools, sales enablement features, or RevOps products.

- Solid understanding of tools like dynamic 365, etc.

- Experience working with data models, SQL, or working closely with analytics teams.

- Excellent communicator - capable of simplifying complexity for stakeholders across functions.