(Remote) CRM – Product Owner

Insight Global
January 27, 2024
Manhattan Beach, CA
Job Type


An employer out of Manhattan Beach, CA is looking for a (CRM) Product Owner to join the team. This individual will be responsible for Implementing and managing a new CRM system for the company. This individual will work with business partners to understand the needs of which CRM will align with company best practices. This person will help create and manage system workflows to ensure the new system is meeting company standards. They will be responsible for preparing presentation documents and working with Executives and VPs to collaborate on which CRM will be the best fit. Project Recommendation Documents will be created to ensure that the workflows align to how the new implementation will be ran. The essential duty will require this person to lead the design and deployment of new features for the CRM to consistently improve the system. 4+ years of Banking/Mortgage or Credit Union Experience 5 years of experience setting up/implementing/managing a CRM system Experience managing projects or workflows in a CRM system Experience working with C-Level Executives to collaborate on a new product

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