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Director, Product Management - Customer Relationship Management (CRM)

We are seeking an experienced Director of Product Management to lead the development and optimization of First Tech’s Customer Relationship Management platform. In this key leadership role, you will oversee the CRM product management team and lead product strategy and roadmap definition and execution ensuring alignment with business goals and user needs.  This is a high-impact and visible role in First Tech’s omnichannel environment, and the ideal candidate will have deep expertise in CRM systems, a passion for serving customers, and a proven track record of delivering results through cross-functional collaboration.
Here's what you can expect from the job and what you need to be successful:
Job Duties
  • Product Strategy & Vision: Develop and drive the overall CRM product roadmap to align with business objectives, customer needs, and market opportunities. Continuously innovate to improve customer engagement, retention, and revenue.
  • Cross-Functional Leadership: Collaborate with engineering, marketing, sales, and customer success teams to ensure seamless CRM integration, feature prioritization, and alignment with user needs and business goals.
  • Stakeholder Management: Serve as the primary point of contact for executive leadership, communicating product vision, goals, and progress. Gather feedback and manage expectations to ensure cross-functional support for CRM initiatives.
  • Customer-Centric Design: Work closely with UX/UI designers and product teams to ensure that the CRM platform is intuitive, user-friendly, and optimized for the customer experience.
  • Data-Driven Decisions: Utilize data analytics, market research, and customer feedback to inform product decisions and feature enhancements. Define and track KPIs to measure the success of CRM initiatives and iterate accordingly.
  • Vendor Management: Manage relationships with CRM vendors, third-party solution providers, and integration partners. Evaluate potential solutions and ensure that the CRM platform is scalable and cost-effective.
  • Team Leadership: Build, mentor, and lead a team of product managers, providing direction, setting priorities, and ensuring the team delivers high-quality results on time and within budget.
  • Compliance & Security: Ensure that the CRM platform complies with industry regulations, privacy laws, and data protection standards, while implementing best practices for security and compliance.
Essential Skills
  • 7 years of experience in product operations, product management, or a related field.
  • Minimum 5 years’ experience leading a diverse team including hiring, coaching and performance management.
  • Experience standing up highly effective and efficient business performance processes and routines.
  • Experience with a variety of product development processes and methodologies.
  • Strong background developing highly impactful materials for both storytelling and business performance tracking.
  • Able to articulate complex concepts while tailoring the message to different audiences including senior leadership, technical teams, and member support teams.
  • A strong point of view and passion for delivering best-in-class digital experiences.
  • Ability to work well under pressure, handle multiple assignments and deliverables simultaneously with the flexibility to meet changing needs and demands.
  • Management Consulting experience a plus.
  • Minimum Education:  Bachelor's degree in Business, Operations, Product Management, or a related field preferred, or equivalent work experience. MBA preferred. 
Location:   San Jose, CA 95134 |(HYBRID)
Target Compensation in San Jose, CA 95134:  $200k - $230k annually + annual bonus
Benefits options include: 
  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more! 
First Tech is not currently offering Visa transfer/ sponsorship for this position     
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What You Should Know About Director, Product Management - Customer Relationship Management (CRM), First Technology Federal Credit Union

First Tech is on the lookout for an outstanding Director of Product Management for our Customer Relationship Management (CRM) platform! In this engaging role, you’ll be at the forefront of developing and optimizing our CRM initiatives, ensuring we consistently meet our business goals and satisfy user needs. If you’re passionate about product strategy and have extensive experience with CRM systems, this position is perfect for you. You’ll take the reins in guiding our product management team, collaborating with various departments such as engineering, marketing, and sales to drive cross-functional alignment. Not only will you communicate the product vision to executive leadership, but you’ll also gather vital feedback to enhance our CRM roadmap. We're seeking someone who can fuse data-driven decisions with customer-centric design - working alongside our talented UX/UI teams will be key to making our platform intuitive and user-friendly. With a focus on continuous innovation, your efforts will amplify customer engagement, retention, and even boost revenues. Plus, managing vendor relationships and ensuring compliance with industry standards are fundamental parts of this role. If you possess a strong leadership vision, a knack for creating compelling stories from data, and thrive in dynamic environments, we want to meet you! At First Tech, our work culture empowers teamwork and growth, and we’re excited for the right candidate to join our supportive family. Don’t miss this chance to make a significant impact with us!

Frequently Asked Questions (FAQs) for Director, Product Management - Customer Relationship Management (CRM) Role at First Technology Federal Credit Union
What qualifications do I need to apply for the Director, Product Management position at First Tech?

To apply for the Director, Product Management role at First Tech, candidates should have at least 7 years of experience in product operations, product management, or related fields. A minimum of 5 years in a leadership position overseeing a diverse team is crucial. Moreover, a Bachelor's degree in Business, Product Management, or operations-related fields is preferred, along with a strong understanding of CRM systems.

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What does the Director, Product Management – CRM position at First Tech entail?

The Director, Product Management – CRM at First Tech involves overseeing the development and optimization of the CRM platform, leading a product management team, and driving product strategy and roadmaps. You will be responsible for ensuring that CRM initiatives align with business goals and customer requirements while working closely with cross-functional teams.

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What skills are important for the Director, Product Management role at First Tech?

Key skills for the Director, Product Management position at First Tech include deep experience with CRM systems, strong leadership capabilities, excellent communication skills, and the ability to work collaboratively across various teams. Additionally, candidates should have proven capabilities in data utilization for product decisions and a passion for enhancing customer experiences.

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What is the expected salary for the Director, Product Management position at First Tech?

The target compensation for the Director, Product Management role at First Tech in San Jose, CA is between $200k and $230k annually, along with an annual bonus. This compensation reflects the strategic importance of the role in the organization.

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How does First Tech promote a positive work environment for its employees?

First Tech fosters a positive work environment by promoting teamwork, mentorship, and collaboration. Employees are encouraged to share ideas and innovate together, creating a supportive atmosphere. Additionally, First Tech offers benefits such as a robust PTO policy and competitive compensation to ensure employees feel valued.

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Can I expect opportunities for professional development in the Director, Product Management role at First Tech?

Yes, First Tech is committed to the growth and development of its employees. As a Director of Product Management, you will have access to various professional development opportunities, including leadership training, mentorship programs, and the chance to work on high-impact projects that enhance your skills.

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What benefits does First Tech provide for the Director, Product Management position?

First Tech offers an array of benefits for the Director, Product Management role, including medical, dental, and vision coverage, a 401K matching plan, generous Paid Time Off, and holidays. Special financial benefits like employee pricing on lending products are also offered, enhancing the overall employee package.

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Common Interview Questions for Director, Product Management - Customer Relationship Management (CRM)
How do you approach creating a product roadmap for a CRM system?

When creating a product roadmap for a CRM system, it's important to start by gathering insights from customer feedback and data analytics. Next, align these insights with the business objectives to prioritize features that will deliver the most value. Engage stakeholders and cross-functional teams to incorporate their perspectives and ensure the roadmap is realistic and achievable.

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Can you share an example of a successful CRM initiative you've led?

Certainly! A successful CRM initiative I led involved revamping the customer engagement process. We analyzed customer feedback and usage patterns, which allowed us to implement targeted communication based on customer behaviors. This led to a significant increase in retention rates and enhanced overall customer satisfaction.

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How do you measure the success of CRM initiatives?

Measuring the success of CRM initiatives involves defining key performance indicators (KPIs) that align with business objectives. Common metrics include customer retention rates, engagement levels, and revenue growth linked to CRM efforts. Regularly tracking these metrics allows for informed adjustments and demonstrates the value of initiatives.

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What strategies do you use for effective stakeholder management?

For effective stakeholder management, I prioritize transparent communication and feedback loops. I ensure that stakeholders are regularly updated on progress and involved in the decision-making process. Understanding their goals and expectations allows me to align product initiatives closely with broader company objectives.

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How do you ensure your team remains customer-focused?

To keep my team customer-focused, I encourage regular customer feedback sessions and incorporate user testing into our processes. I share customer success stories and pain points with the team, emphasizing the importance of understanding our customers' needs and adapting our products accordingly.

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How do you handle competing priorities in product management?

I handle competing priorities by employing a structured prioritization framework that considers both business impact and customer need. I emphasize open communication with my team and stakeholders to make informed decisions that align with our strategic goals.

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What role does data play in your decision-making process?

Data plays a critical role in my decision-making process. I rely on data analytics to inform product development, validate hypotheses, and measure the success of our initiatives. By harnessing data effectively, I can ensure our decisions are grounded in reality and track progress against defined KPIs.

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How do you advocate for user experience in product development?

I advocate for user experience by collaborating closely with UX/UI designers early in the product development process. Inputs from user testing and feedback sessions are invaluable and should guide design choices. I aim to create a seamless experience that resonates with our users and contributes to long-term satisfaction.

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How do you stay updated on CRM industry trends?

Staying updated on CRM industry trends involves a mix of continuous learning, attending industry conferences, and engaging with online communities. I also subscribe to relevant publications and follow thought leaders. This helps me remain informed about emerging technologies and best practices.

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What are your approaches to managing vendor relationships?

I manage vendor relationships through continuous engagement and clear expectations. Regular check-ins can address any issues or needs proactively. Establishing mutual goals and ensuring transparency in the partnership fosters a productive and beneficial relationship for all parties involved.

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Established in 1952 and headquartered in San Jose, California, First Tech Federal Credit Union is a not-for-profit banking and financial institution. The bank offers a range of financial services including personal and business checking, savings, ...

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DATE POSTED
November 27, 2024

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