Director of Product Management
About The Position
We are seeking a visionary and execution-oriented Director of Product Management – CRM Technology to lead the strategy, buildout, and scaling of our custom CRM platform and the broader ecosystem of integrated third-party CRM solutions. This leader will own the end-to-end product strategy for a mission-critical sales technology platform serving Loan Officers, Sales Leaders, and other Sales teams. The role will drive the development of a homegrown CRM tailored to mortgage lending workflows while architecting a flexible ecosystem that seamlessly integrates with external CRM platforms, POS & LOS systems, marketing automation tools, communication technologies, and data services. You will lead a high-performing team of Product Managers and Product Owners and partner closely with Engineering, Design, Sales, Marketing, and Operations to deliver a CRM platform that improves lead conversion, sales productivity, customer engagement, and operational transparency. This is a transformational leadership role with three core mandates: Define and drive CRM product strategy Build and scale an exceptional product organization Align the enterprise around a modern, connected sales technology ecosystem
Requirements
- 10+ years of product management experience.
- 5+ years leading and developing Product Managers and Product Owners.
- Proven experience building or scaling CRM and/or Sales Technology platforms.
- Strong experience in Mortgage Lending and understanding of the loan origination lifecycle.
- Deep familiarity with CRM ecosystems (e.g., custom platforms, Salesforce, HubSpot, mortgage-specific CRMs, marketing automation tools).
- Experience designing API-driven platforms and system integrations.
- Strong working knowledge of Agile methodologies (Scrum, Kanban, SAFe).
- Demonstrated ability to influence executive leadership and drive enterprise alignment.
- Highly analytical with strong comfort leveraging product analytics and business metrics.
- Exceptional communication, presentation, and storytelling skills.
Responsibilities
- Product Strategy & Vision
- Define and communicate a compelling long-term vision for our CRM and sales technology ecosystem.
- Establish a clear roadmap for building a differentiated, mortgage-native CRM platform.
- Architect the integration strategy across LOS, POS, Marketing Automation, Data Platforms, and third-party CRMs.
- Translate company growth goals into measurable CRM outcomes (conversion, pull-through, speed-to-lead, retention, productivity).
- Evaluate build vs. partner decisions and drive ecosystem strategy.
- CRM Platform Development
- Lead discovery, ideation, validation, and delivery of CRM capabilities
- Ensure the CRM supports retail, consumer direct, and partner-driven channels.
- Drive API-first design to enable seamless integrations with third-party CRMs and internal systems.
- Champion user experience and usability tailored to Loan Officers and Sales teams.
- Organizational Leadership
- Develop, and mentor Product Managers and Product Owners.
- Elevate product craft across discovery, strategy, prioritization, analytics, and execution.
- Establish strong product operating rhythms: roadmap reviews, OKRs, metrics reviews, quarterly planning.
- Create a culture of ownership, accountability, and customer obsession.
- Develop future product leaders within the organization.
- Cross-Functional Alignment & Execution
- Partner with Engineering leadership to deliver scalable, high-quality solutions.
- Collaborate with Sales and Marketing leadership to ensure CRM adoption and business impact.
- Drive prioritization using frameworks such as RICE, WSJF, and data-driven evaluation.
- Establish clear success metrics and continuously measure adoption, productivity, and ROI.
- Lead executive-level updates and influence strategic decisions.
- Measurement & Impact
- You will be accountable for measurable improvements in:
- Lead conversion rates
- Speed-to-lead
- Sales productivity
- Loan Officer engagement & adoption
- Data visibility and pipeline transparency
- Revenue impact tied to CRM initiatives
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
