Product Manager, Sales Technology

• Own the CRM product vision, roadmap, and prioritization
• Define and sequence the shift to a headless, AI-native CRM model
• Evolve the product from a UI-centric experience toward a data and capability layer consumed by agents, APIs, and purpose-built surfaces
• Lead a cross-functional product squad across engineering, UI, AI, and data teams
• Build relationships with the global sales organization and translate needs into a prioritized backlog
• Use support and usage signals to drive continuous improvement
• Deliver measurable outcomes, especially around efficiency
• Develop AI-native product surfaces including agentic interfaces, auto-capture, and human-in-the-loop workflows

• 10+ years in product management, including senior ownership of a CRM, sales-technology, or consumer-facing platform product serving a demanding customer base
• Bachelor’s degree in engineering, computer science, or equivalent experience
• Track record of modernizing a legacy or mature product, with measurable improvement in adoption and user satisfaction
• Fluency in AI-native product thinking; understanding of Karpathy's llm-wiki
• Strong prioritization and stakeholder-management skills
• Ability to partner closely with engineering while maintaining an independent product point of view
• Comfort leading through influence in a cross-functional model
• Direct experience with Dynamics 365 or a comparable enterprise CRM and its data model
• Financial services, investment management, or asset management domain experience
• Background bridging product and data

Demonstrates expertise in product management with a focus on CRM systems, particularly in evolving products to AI-native models. Proven ability to lead cross-functional teams and drive measurable outcomes through stakeholder engagement and data-driven decision-making.

• 10+ Years In Product Management
• AI-Native Product Thinking
• Direct Experience With Dynamics 365
• Strong Prioritization Skills
• Financial Services Domain Experience

• Product Vision Ownership
• Roadmap Development
• Data Layer Design
• User Experience Modernization
• Stakeholder Management
• Cross-Functional Leadership
• Agentic Interface Development
• Auto-Capture Workflows
• Human-In-The-Loop Workflows
• Legacy Product Modernization

• Relationship Building
• Influential Leadership
• Collaboration

• Bachelor’s Degree In Engineering
• Bachelor’s Degree In Computer Science

• CRM
• Sales Technology
• Consumer-Facing Platform
• Investment Management
• Asset Management