Global CRM Product Lead

Responsibilities

• Own and evangelize the product vision and multi-year roadmap for a unified CRM platform on Microsoft Dynamics 365 spanning Marketing, Sales, and Service.
• Act as the senior product authority for CRM, accountable for platform direction, prioritization, and enterprise-wide outcomes.
• This includes ownership of global roadmaps, backlogs, and prioritization, ensuring delivery teams are focused on the highest-impact initiatives.
• Lead global stakeholder engagement across Commercial, Service, Operations, Technology, Data, Risk, and Compliance teams, driving alignment on priorities, investment decisions, and trade-offs.
• Translate complex business, regulatory, and customer problems into a clear product strategy that balances value delivery, scalability, and control.
• Unify fragmented CRM capabilities by establishing common data models, workflows, governance, and success metrics to enable seamless client journeys.
• Accelerate measurable business outcomes by embedding data, analytics, and AI into CRM workflows, including predictive insights, next-best-action, intelligent automation, and agents.
• Define and track value realization across revenue growth, conversion, productivity, cost efficiency, and client experience.
• Partner closely with engineering, architecture, and security teams to ensure solutions are scalable, resilient, compliant, and fit for global deployment.
• Provide clear communication on progress, outcomes, risks, and decisions.
• Build, mentor, and lead a high-performing global CRM product team where applicable, fostering a culture of ownership, ambition, and continuous improvement.

Qualifications

• 7+ years of Product Management or Business Analyst experience within Financial Services or other regulated environments, preferably spanning data, operations, or Marketing.
• Proven experience leading large, complex products or enterprise transformation initiatives with multiple stakeholders and dependencies.
• Demonstrated ability to influence senior executives and drive alignment across global, cross-functional teams.
• Strong product mindset with a disciplined focus on understanding market and customer problems (the “why”) before defining solutions (the “what”).
• Proficient in agile delivery models, backlog management, and the full software development lifecycle including research, design, build, test, UAT, and release.
• Ambitious and highly action-oriented, with the ability to operate at both strategic and execution levels.
• Strong problem-solving capabilities, sound design judgment, and a passion for building intuitive, customer-oriented solutions.