Senior Product Manager – CRM & Customer Engagement Solutions for Financial Services – Driving Digital Banking Innovation

About brighthush

brighthush is a trailblazing technology partner that empowers community and regional banks to thrive in an ever‑evolving financial landscape. With a legacy spanning six decades, we deliver open, flexible, and secure solutions that help banks innovate faster, serve customers better, and stay ahead of regulatory demands. Our portfolio ranges from core banking and digital channels to advanced analytics, fraud prevention, and cybersecurity. At brighthush, we believe that technology should be a catalyst for growth, not a barrier, and we partner with our clients to build the future of banking together.

Why This Role Matters

Customer relationships are the lifeblood of any financial institution. In today’s hyper‑competitive market, banks must move beyond transactional interactions and cultivate deep, personalized connections that drive loyalty, cross‑sell opportunities, and sustainable revenue. As the Senior Product Manager – CRM & Customer Engagement Solutions, you will be at the forefront of this transformation, shaping the next generation of tools that enable banks to understand, engage, and retain their customers more effectively than ever before.

Role Overview

In this strategic position, you will own the product vision, roadmap, and execution for brighthush’s suite of CRM, onboarding, referral, workflow, sales, contact management, and customer intelligence solutions. You will collaborate with a cross‑functional team of engineers, designers, marketers, sales leaders, and implementation specialists to deliver features that deliver measurable value to our banking partners. Your deep understanding of the financial services ecosystem, combined with a passion for customer experience, will guide you in turning complex market needs into elegant, scalable products.

Key Responsibilities

• Product Strategy & Roadmap Management
  • Define and communicate a clear, data‑driven product vision that aligns with brighthush’s strategic goals.
  • Conduct market research, competitive analysis, and customer discovery to identify high‑impact opportunities.
  • Prioritize initiatives in the backlog based on business value, customer impact, and technical feasibility.
  • Collaborate with senior leadership to secure resources and align product investments with corporate objectives.
  • Track and report on key performance indicators (KPIs) to measure success and inform future iterations.
• Customer & Market Engagement
  • Lead regular interviews, workshops, and usability studies with banks, prospects, and internal stakeholders.
  • Translate customer pain points into actionable product requirements and user stories.
  • Analyze onboarding flows, referral programs, and sales workflows to uncover friction points and growth levers.
  • Champion the voice of the customer throughout the product lifecycle, ensuring that solutions truly address real needs.
• Product Definition & Delivery
  • Write comprehensive product requirements, epics, user stories, acceptance criteria, and documentation.
  • Partner with engineering, QA, and UX teams to refine scope, estimate effort, and plan sprints.
  • Facilitate backlog grooming, sprint planning, and release ceremonies to keep teams aligned and on track.
  • Oversee user acceptance testing (UAT) and quality assurance to guarantee feature readiness.
  • Serve as the subject‑matter expert for the CRM & Customer Engagement portfolio, providing guidance across the organization.
• Cross‑Functional Collaboration
  • Work closely with Engineering, QA, Marketing, Sales, Customer Support, and Implementation teams.
  • Communicate product priorities, timelines, and dependencies to all stakeholders.
  • Support product marketing with sales enablement materials, positioning, and go‑to‑market strategies.
  • Represent brighthush at industry events, webinars, and customer demos to showcase product value.
• AI‑Enabled Product Management
  • Leverage AI tools such as Microsoft Copilot and Claude to streamline documentation, ideation, and decision‑making.
  • Convert meeting recordings into actionable insights, notes, and follow‑up tasks.
  • Integrate AI‑driven analytics into product features to enhance personalization and predictive capabilities.

Essential Qualifications

• Minimum 4 years of product management experience in the financial services, fintech, or related industry.
• Deep knowledge of CRM concepts, customer lifecycle management, and banking workflows.
• Proven track record of delivering customer‑centric solutions that drive adoption and revenue.
• Strong analytical skills with the ability to interpret data, market trends, and customer feedback.
• Excellent written and verbal communication skills, capable of translating complex ideas into clear, actionable requirements.
• Hands‑on experience writing user stories, acceptance criteria, and product documentation.
• Experience collaborating with engineering and design teams throughout the delivery lifecycle.
• Demonstrated ability to prioritize competing initiatives and balance short‑term wins with long‑term strategy.

Preferred Qualifications

• Commercial banking experience or deep familiarity with banking operations.
• Experience with CRM platforms, customer intelligence, segmentation, campaign management, or analytics.
• Advanced proficiency in Agile product development methodologies.
• Certified Product Manager (e.g., Pragmatic Certified Level II) or equivalent training.
• Hands‑on experience with AI tools in product workflows.
• Background in QA and UAT processes.

Skills & Competencies

• Strategic Thinking & Visionary Leadership
• Customer‑Centric Mindset
• Data‑Driven Decision Making
• Stakeholder Management & Influence
• Agile & Scrum Expertise
• Technical Acumen – comfortable with APIs, data models, and cloud platforms
• Strong Project Management & Time‑Management Skills
• Adaptability & Resilience in a fast‑paced environment

Career Growth & Learning Opportunities

At brighthush, we invest heavily in the professional development of our team members. As a Senior Product Manager, you will:

• Lead high‑impact initiatives that shape the future of banking technology.
• Mentor junior product managers and cross‑functional teammates.
• Participate in leadership training programs and industry conferences.
• Explore opportunities to transition into portfolio management, strategy, or executive roles.
• Benefit from a culture that encourages experimentation, continuous learning, and knowledge sharing.

Work Environment & Company Culture

brighthush fosters a collaborative, inclusive, and forward‑thinking culture. Our teams are empowered to take ownership, challenge the status quo, and innovate without fear of failure. We celebrate diversity, encourage open dialogue, and support work‑life balance through flexible schedules and remote‑first policies. Our commitment to community engagement means you’ll also have the chance to give back through volunteer initiatives and industry partnerships.

Compensation & Benefits

While specific figures are tailored to experience, location, and performance, brighthush offers a competitive base salary, annual performance bonuses, and equity opportunities. Our benefits package includes:

• Comprehensive health, dental, and vision insurance
• 401(k) plan with company match
• Generous paid time off and holidays
• Professional development stipend and tuition reimbursement
• Wellness programs, including mental health resources and fitness subsidies
• Employee assistance program and flexible work arrangements

How to Apply

If you are passionate about redefining customer relationships in banking, thrive in a collaborative environment, and have a proven record of delivering customer‑centric products, we want to hear from you. Submit your resume and a brief cover letter outlining why you’re the ideal fit for brighthush’s Product Management team.

Ready to shape the future of banking? and join a team that values innovation, impact, and growth.