Data & Platform Manager

Texas Capital Bank•Houston, TX

About The Position

Texas Capital Bank is looking for a Product Manager to join our CRM Product Organization. This role is responsible for translating enterprise CRM strategy into actionable domain and value-stream roadmaps, managing senior business stakeholders, and ensuring every release delivers measurable business value. The Product Manager sits between strategic intent and execution — owning end-to-end process design for assigned domains, driving investment prioritization, and coaching Product Owners and Product Leads to elevate overall team performance. This is a high-visibility, high-accountability role for an experienced product professional who thrives at the intersection of business strategy, technology delivery, and stakeholder alignment.

Requirements

7+ years of experience in product management, business strategy, delivery leadership, or a related role
Bachelor's degree in Business, Technology, Finance, or a related field — or equivalent professional experience; MBA preferred
Demonstrated experience managing CRM products or platforms; Salesforce experience strongly preferred
Proven track record of owning a product roadmap and delivering outcomes against strategic business objectives
Experience managing senior stakeholder relationships across business and technology organizations
Strong analytical skills with the ability to build business cases, interpret KPIs, and drive data-informed decisions
Excellent verbal and written communication skills — able to influence and present to executive audiences
Deep understanding of Agile/Scrum delivery methodologies and experience leading cross-functional product teams
Working knowledge of data architecture, platform integrations, and enterprise technology ecosystems
Familiarity with risk, compliance, and regulatory requirements in a banking or financial services environment

Nice To Haves

Experience with Salesforce Financial Services Cloud (FSC), including data model and workflow design
Prior experience in financial services — banking, wealth management, commercial lending, or capital markets
Familiarity with financial services regulatory frameworks (e.g., BSA/AML, KYC, Reg E, FINRA)
Experience leading product delivery for relationship banking, treasury management, or wealth management platforms
Exposure to Salesforce platform governance — org strategy, permission model, integration patterns
Salesforce certifications such as Salesforce Certified Administrator, Platform App Builder, or Business Analyst
Experience with enterprise data governance frameworks and master data management (MDM) concepts
Track record of building and developing high-performing product teams

Responsibilities

Translate the enterprise CRM vision into clear, executable domain and value-stream strategies
Maintain a deep understanding of business priorities and technology capabilities to inform product direction
Partner with the Product Director to align domain strategy to multi-year enterprise roadmap goals
Articulate the 'why' behind product decisions to stakeholders, delivery teams, and executive audiences
Own the domain or value-stream roadmap end-to-end, including sequencing, dependencies, and milestones
Ensure roadmap priorities reflect a balanced view of business value, technical risk, and delivery capacity
Maintain roadmap currency and communicate changes proactively to senior stakeholders and delivery teams
Collaborate with Product Owners to bridge domain roadmap intent to sprint-level execution
Recommend prioritization decisions based on business value, risk exposure, and delivery feasibility
Develop and maintain a structured business case framework to support investment decisions
Engage with senior stakeholders to validate priorities and secure alignment on trade-off decisions
Monitor value delivery against investment expectations and adjust priorities accordingly
Serve as the primary relationship owner for senior business stakeholders across assigned domains
Facilitate regular business reviews, roadmap updates, and escalation resolution with senior leaders
Build strong, trust-based partnerships with technology, data, architecture, and compliance teams
Represent the product organization in cross-functional forums and strategic planning sessions
Own end-to-end process design for CRM domains under management
Ensure process designs align to enterprise standards while meeting line-of-business operational needs
Identify and drive process improvement opportunities surfaced through delivery, data analysis, or stakeholder feedback
Partner with operational SMEs and business analysts to document and validate process designs
Accountable for delivery outcomes across releases within assigned domains
Monitor delivery health across Product Owner-led sprint teams and escalate risks proactively
Ensure release readiness through milestone tracking, scope management, and cross-team coordination
Review and accept release-level deliverables to confirm alignment to strategic intent
Oversee backlog health, alignment, and quality across owned domains
Define backlog grooming standards and ensure Product Owners maintain prioritized, actionable queues
Provide strategic direction on feature prioritization and backlog sequencing
Validate that backlog items reflect the right level of business, technical, and compliance detail
Ensure domain deliverables align to enterprise data and architecture standards
Champion data quality, platform governance, and scalability considerations in all product decisions
Partner with data and architecture teams to review and approve data design decisions
Escalate systemic data quality or platform compliance issues to the Product Director
Ensure product requirements address applicable risk, control, and compliance obligations
Partner with Legal, Compliance, and Risk teams to identify and resolve regulatory requirements
Monitor delivery to confirm that controls are properly embedded into features and user acceptance criteria
Represent the product team in regulatory, audit, and controls review forums as needed
Own the release-level enablement plan including training, communication, and adoption milestones
Measure and track feature adoption post-launch and drive corrective action where adoption falls short
Partner with change management resources to ensure business readiness for each release
Build success metrics for enablement and report outcomes to senior stakeholders
Track value realization across releases and report on KPIs tied to business outcomes
Define domain-level success metrics in collaboration with business stakeholders and the Product Director
Establish a regular cadence for outcome reporting and communicate results clearly to executive audiences
Leverage delivery and adoption data to refine prioritization and inform future roadmap decisions
Coach, mentor, and develop Product Owners and Product Leads within the CRM product organization
Conduct regular one-on-ones, provide actionable feedback, and support career growth planning
Foster a high-performance team culture rooted in accountability, transparency, and continuous improvement
Identify skill gaps within the team and partner with the Product Director on development strategies