Sr. Product Owner, CRM Platform

About the role

We are seeking a Senior Product Owner to lead the CRM product strategy and delivery at TradeStation. This role will own the end-to-end product lifecycle for our CRM platform and client-facing capabilities.

Responsibilities

• Define and execute the CRM product strategy aligned with firm-wide business services and client experience initiatives
• Partner with senior business, technology, and operations stakeholders to shape the future of CRM capabilities across the full client lifecycle
• Identify opportunities to optimize CRM platform capabilities, reduce friction in client-facing processes, and expand automation
• Own the product definition layer that powers AI-assisted development — translating product strategy into precise, structured, AI-ready specifications, user workflows, functional requirements, edge cases, and acceptance criteria
• Prioritize requirements with Product Owners and business stakeholders, and execute the appropriate features with the development team via Agile methodologies
• Translate and communicate the customer, business and market needs into product requirements
• Execute on the product roadmap and translate high-level strategies into manageable stories and product backlog
• Manage the product life cycle from conception through release and beyond
• Use AI to accelerate drafting of user stories, acceptance criteria, test cases, and documentation — then review and refine AI-generated output for accuracy and fidelity to intent
• Maintain alignment between product intent and AI-delivered behavior, validating that AI-generated artifacts match the specification
• Apply TradeStation’s AI governance standards, ensuring appropriate human oversight and that AI use protects the firm and our customers
• Define and maintain product and project documentation, performance metrics, tracking and reporting
• Manage the release management pipeline (executive demos, align marketing strategy and prepare client services for delivery)
• Monitor KPIs and SLAs to ensure CRM platform performance meets business and operational standards
• Participate and play a central role in all agile ceremonies i.e., sprint planning, daily stand-ups, sprint reviews, and retrospectives
• Manage relationships with CRM platform vendors and third-party integration partners to ensure optimal delivery, contract alignment, and technical integration
• Act as the primary liaison between CRM capabilities, business stakeholders, client services, and technology teams
• Collaborate with all Department Heads to manage their expectations and align on priorities
• Own the CRM data model — including accounts, contacts, leads, opportunities, cases, and custom objects — ensuring data integrity, governance standards, and scalability across business units
• Define and drive end-to-end client lifecycle workflows within the CRM: acquisition, onboarding, engagement, retention, and reactivation
• Define requirements for CRM automation — workflow rules, process flows, triggers, and alerts — that reduce manual effort and improve the client experience
• Navigate a highly customized CRM environment — developing sufficient technical depth to understand existing integrations, custom configurations, and data flows in order to set realistic expectations with stakeholders and collaborate effectively with engineering teams

Requirements

• Familiarity with Spec-Driven Development (SDD) and AI-assisted delivery workflows
• Strong ability to write clear, unambiguous specifications and prompts — spec quality directly drives the quality of AI-generated output
• Sound judgment on where AI augments work versus where human decision-making and oversight are required, with a commitment to responsible, governed AI use
• Exceptional organizational and time-management skills and the ability to prioritize
• Hands-on proficiency with enterprise AI tools (e.g., Claude, GitHub Copilot, Glean) as part of a daily workflow
• Ability to plan and organize schedules to achieve desired objectives
• Ability to present projects to technical and non-technical staff
• Team player who can work flexible hours
• Understanding of Agile SDLC, Change Management
• In-depth understanding of industry market conditions and trends
• Successful track record of developing products within deadlines
• Strong presentation skills
• Knowledge of various legal and regulatory obligations such as GDPR or similar standards
• Knowledge of common testing methodologies, terminology and industry standards
• Deep familiarity with CRM data models — accounts, contacts, leads, opportunities, and cases — and how they map to financial services business processes
• Experience with enterprise CRM platforms (e.g., Salesforce Sales Cloud, Service Cloud, Microsoft Dynamics 365, or similar)
• Understanding of client lifecycle management, customer segmentation, and journey mapping within a CRM context
• Knowledge of CRM integration patterns — APIs, webhooks, and ETL pipelines — connecting CRM to downstream systems such as data warehouse, marketing automation, and contact center platforms
• Experience analyzing and interpreting CRM data, customer behavior metrics, and product usage trends to inform prioritization decisions
• Experience with data visualization tools (e.g., Tableau, Power BI, or similar) to communicate insights to stakeholders
• Experience with SQL or similar querying tools to extract and validate data independently
• Experience with Databricks for data engineering, analytics, or ML workflows
• Experience with Amplitude for product analytics, user behavior tracking, and feature instrumentation
• Hands-on configuration or administration experience with a major CRM platform (Salesforce, Dynamics 365, or similar), including custom objects, flows, and automation rules
• Experience integrating CRM with marketing automation platforms (e.g., Marketo, Pardot, HubSpot) or contact center systems
• Knowledge of CRM-specific reporting and KPIs: pipeline metrics, lead conversion rates, contact reachability, and client retention rates

Qualifications

• Bachelor’s degree in business administration
• Minimum 3-5 years’ experience as a product owner in the industry
• Master’s/MBA is a plus

Benefits

• Competitive Salaries
• Yearly bonus and generous 401k plan
• Comprehensive benefits for you and your family starting Day 1
• Unlimited Paid Time Off
• Flexible working environment
• TradeStation Account employee benefits, as well as full access to trading education materials
• Pay Range (US) $121-134K (Countries outside of the US have differing ranges in accordance with local labor markets)

Pay

$121-134K (Countries outside of the US have differing ranges in accordance with local labor markets)

Schedule

Remote Position - must reside Florida, Texas, Illinois, New York, New Jersey, Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, Georgia, Indiana, Kansas, Massachusetts, Missouri, North Carolina, Tennessee, Utah or Wisconsin