Product Manager - CRM & Customer Engagement Solutions

Driving the Future of Customer Relationships in Banking

CSI is seeking a Product Manager to help shape the future of how financial institutions acquire, engage, retain, and grow customer relationships. This role supports a suite of customer relationship management (CRM), onboarding, referral, workflow, sales, contact management, and customer intelligence solutions used by banks to better understand and serve their customers.

This is an ideal opportunity for a product professional who combines banking or fintech experience with a passion for customer engagement, relationship management, and building innovative solutions. You will work closely with customers, sales teams, marketers, engineers, implementation teams, and executive stakeholders to deliver products that help financial institutions create stronger, more personalized banking relationships.

If you enjoy solving customer problems, identifying market opportunities, prioritizing competing needs, and transforming ideas into product enhancements that deliver measurable value, we'd love to hear from you.

• Execute product strategy and roadmap initiatives within CSI's CRM and customer engagement portfolio.
• Evaluate market opportunities, customer feedback, competitive trends, and business priorities.
• Identify gaps in existing products and define enhancements that increase customer value.
• Manage product backlogs and prioritize initiatives based on business impact and customer needs.
• Partner with leadership to align product investments with strategic goals.

• Conduct customer interviews and discovery sessions.
• Gather feedback from banks, prospects, sales teams, and implementation teams.
• Analyze customer behaviors, onboarding experiences, referral programs, and relationship management workflows.
• Identify opportunities to improve customer acquisition, retention, and cross-selling capabilities.
• Represent the voice of the customer throughout the product development lifecycle.

• Create product requirements, user stories, epics, acceptance criteria, and feature documentation.
• Collaborate with software engineering and technical product teams to deliver solutions.
• Support sprint planning, backlog refinement, user acceptance testing, and release activities.
• Monitor delivery progress and ensure successful execution of roadmap initiatives.
• Serve as the product subject matter expert for assigned solutions.

• Partner closely with Engineering, QA, Marketing, Sales, Customer Support, and Implementations.
• Communicate priorities, requirements, and product direction across multiple stakeholder groups.
• Assist Product Marketing with sales enablement and product positioning activities.
• Support customer demonstrations, strategic discussions, and industry events.

• Utilize AI tools such as Microsoft Copilot and Claude to improve productivity and product development.
• Convert customer and engineering meeting recordings into actionable insights, notes, requirements, and follow-up activities.
• Leverage AI-assisted workflows to enhance product documentation, feature definition, and user experience design.

• 4+ years of Product Management experience.
• Experience with in banking, financial services, fintech, or related industries.
• Strong understanding of customer relationship management (CRM) concepts and customer lifecycle management.
• Experience supporting solutions related to account opening, onboarding, customer engagement, referrals, sales workflows, marketing campaigns, or relationship management.
• Proven ability to prioritize competing initiatives and balance customer needs…