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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

Imagine stepping into a pivotal role as the Director of Product Management for Customer Relationship Management (CRM) at First Tech! In this exciting position, you'll lead a passionate team dedicated to crafting and refining our CRM platform, driving product strategy and ensuring our offerings align with both user needs and business objectives. Your leadership will shape how we enhance customer engagement and retention, making you a key driver of success in our omnichannel environment. Collaboration is at the heart of this role, as you’ll join forces with various teams—from engineering to marketing—to ensure that our CRM features are not only innovative but also seamlessly integrated. Your passion for serving customers will shine through as you cultivate an intuitive and engaging user experience. Armed with data analytics and market insights, you’ll craft strategies that are not just aspirational but actionable, measuring success through defined KPIs to iterate and improve continuously. As you manage vendor relationships and contribute to compliance and security measures, your expertise in CRM systems will be invaluable. If you're ready to take on this high-impact position and lead a team toward delivering exceptional results, First Tech is eager to welcome you aboard!

Frequently Asked Questions (FAQs) for Director, Product Management - Customer Relationship Management (CRM) Role at First Technology Federal Credit Union
What does a Director of Product Management at First Tech do?

As a Director of Product Management at First Tech, you'll oversee the strategy, development, and optimization of our Customer Relationship Management (CRM) platform. You'll lead a dedicated team, collaborate across departments, and focus on aligning product initiatives with user needs and business goals. Your role is vital in driving customer engagement and retention.

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What are the essential qualifications for the Director, Product Management - CRM role at First Tech?

Candidates for the Director of Product Management - CRM role at First Tech should ideally have at least 7 years of experience in product operations or management, with a minimum of 5 years leading diverse teams. A bachelor's degree in a relevant field is preferred, and an MBA is a plus. Strong communication, leadership, and analytical skills are also essential.

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What is the target compensation for a Director of Product Management - CRM at First Tech?

The target compensation for a Director of Product Management - CRM at First Tech in San Jose, CA, ranges from $200k to $230k annually, along with an annual bonus. This competitive package reflects the high-impact role you'll play in advancing our CRM platform.

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How does First Tech support the professional development of their Director of Product Management - CRM?

First Tech is committed to fostering a culture of continuous learning and growth. As the Director of Product Management - CRM, you will have access to training resources, mentorship opportunities, and potentially supportive programs for further education to ensure you and your team thrive.

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What is the work environment like for a Director of Product Management - CRM at First Tech?

The work environment for the Director of Product Management - CRM at First Tech is dynamic and collaborative. With a hybrid work model, you can engage in both in-office and remote work, allowing for flexibility while you lead a proactive team to meet business objectives.

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What benefits does First Tech offer to the Director of Product Management - CRM?

First Tech offers a comprehensive benefits package for the Director of Product Management - CRM, including traditional medical, dental, and vision coverage, a 401K matching program, 17 days of Paid Time Off your first year, and special employee pricing on various lending products.

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How important is cross-functional collaboration for the Director of Product Management - CRM at First Tech?

Cross-functional collaboration is crucial for the Director of Product Management - CRM at First Tech. You'll work closely with teams across engineering, marketing, sales, and customer success to ensure the product aligns with user needs, driving seamless integration and innovation.

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Common Interview Questions for Director, Product Management - Customer Relationship Management (CRM)
What strategies would you implement to optimize the CRM product roadmap at First Tech?

To optimize the CRM product roadmap at First Tech, I would start by analyzing current user data and market trends. Collaborating with stakeholders, I'd prioritize features that enhance customer engagement and retention while ensuring alignment with our business goals. Engaging in regular feedback loops with users would also be key.

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How do you prioritize features in a CRM product for a diverse user base?

Prioritizing features in a CRM product for a diverse user base involves gathering feedback from various customer segments. I would utilize data analytics and customer interviews to identify pain points, ensuring that the features we prioritize meet the largest needs while also enhancing the overall user experience.

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Can you describe a successful cross-team collaboration experience?

In a past role, I led a cross-team initiative to integrate a new CRM feature. By establishing clear communication channels and regular check-ins, we aligned marketing, engineering, and customer support efforts, resulting in a successful rollout that exceeded engagement targets by substantial margins.

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What metrics would you track to evaluate the success of the CRM initiatives?

For evaluating CRM initiatives, I would track several key metrics, including customer engagement rates, retention rates, feature adoption rates, and customer satisfaction scores. Additionally, I would analyze conversion rates from user feedback to ensure we are meeting and exceeding user expectations.

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How do you ensure compliance with data protection standards in CRM management?

Ensuring compliance with data protection standards in CRM management requires a thorough understanding of regulations like GDPR and CCPA. I would collaborate closely with our legal and IT teams to implement best practices around data collection, storage, and access while regularly reviewing our policies and training staff.

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Describe your approach to team leadership as a Director of Product Management.

My approach to team leadership is rooted in collaboration and empowerment. I prioritize open communication, providing my team members with the tools they need for success while fostering an environment where everyone can share ideas and take ownership of their projects.

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What role does market research play in your product management process?

Market research serves as the foundation of my product management process. It helps identify emerging trends, customer preferences, and potential gaps in the market. This information guides our product strategy, ensuring we stay ahead of competitors and deliver value to our customers.

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How would you handle conflicting priorities from different stakeholders?

Handling conflicting priorities from stakeholders requires a balanced approach. I would facilitate discussions to understand their perspectives, evaluate the potential impacts on our users, and negotiate a resolution that aligns with our overall product vision while ensuring transparency throughout the process.

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What best practices do you follow for successful vendor management?

Successful vendor management involves establishing clear expectations, maintaining open communication, and evaluating vendor performance regularly. I prioritize building strong relationships with our vendors to foster collaboration, resulting in solutions that enhance our CRM platform.

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How do you promote a customer-centric culture in product management?

Promoting a customer-centric culture in product management starts with ensuring users' voices are central to our decision-making processes. I advocate for incorporating customer feedback through various channels, such as surveys and usability tests, and celebrating team achievements that positively impact user experiences.

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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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Full-time, hybrid
DATE POSTED
November 27, 2024

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