Overview

Position:  Director of Product Management - CRM Technology

Salary:  $195K - $215K/yr d.o.e. plus benefits

 

Location: Remote OK (If living within 31 miles of Santa Ana, CA or Austin, TX will need to be able to work 2 days on-site)

Overview:

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

Responsibilities

What You Will Own

1. 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.

2. 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.

3. 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.

4. 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.

5. 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

Qualifications

• 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.

What Makes This Role Unique

• Opportunity to build a mortgage-native CRM platform purpose-built for sales excellence.
• Ownership of an enterprise-wide sales technology ecosystem.
• High visibility with executive leadership.
• Direct impact on revenue growth and sales transformation.
• Ability to shape product culture and organizational maturity.

Work Authorization

Must be legally authorized to work in the United States.

Equal Opportunity Statement

We are an equal opportunity employer committed to creating an inclusive environment for all employees.

 

Physical Demands: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. 

VISION: See in the normal visual range with or without correction. 

HEARING: Hear in the normal audio range with or without correction. 

[EOE/M/F/D/V. Drug-free workplace.]

 

#LI-JS3

#LI-Remote