Principal Product Manager, Home Loans Sales Intelligence Platform

The Role

SoFi is looking for a Principal Product Manager to lead the strategy roadmap and delivery of our home loans sales enablement team. This role is pivotal in transforming how our sales professionals including Loan Officers connect with SoFi members and manage relationships.

Join us on the front lines of the Home Lending Product & Platform transformation where you will prioritize innovation collaboration and member-centricity to evolve our product delivery. You will be responsible for our CRM dialer and routing platforms focusing on solutions that optimize sales processes improve client interactions and drive efficiency in lead management opportunity tracking and loan origination.

This role is inherently cross-functionalyou will work closely with engineering design data science user research marketing operations finance risk legal compliance and executive teams to set a product strategy define and prioritize features. Youll play the critical role of bridging the technical and business worlds to deliver product enhancements that delight our members and drive our business forward. You will be expected to set ambitious goals sweat the details and deliver with urgency.

What youll do

• Define and execute a groundbreaking product vision for truly disruptive innovation that sets the industry standard utilizing our Sales Engagement ecosystem.
• Lead the evaluation testing and rapid rollout of cutting-edge technologies including AI and intelligent automation to dramatically boost sales team capabilities maximize throughput and unlock sales capacity.
• Drive efficiency and effectiveness for our sales organization by architecting scalable auditable and hyper-reliable solutions that eliminate friction and simplify complex high-stakes workflows.
• Own define and prioritize the product backlog for your engineering squad writing detailed requirements and partnering closely with developers.
• Deeply immerse yourself in the day-to-day realities of our Business and Sales teams to master their processes translating complex operational needs into intuitive high-performance tooling
• Engineer sales and relationship management processes to be fully automated transparent and resilient enough to scale exponentially alongside SoFis growth.
• Collaborate cross-functionally to align on requirements and timelines.
• Thrive in a high-velocity agile environment making decisive trade-offs and delivering iteratively while maintaining laser focus on game-changing long-term strategic objectives.
• Be a champion of SoFis values

What youll need

• Bachelors degree or higher ideally in a technical finance or quantitative field.
• 7 years of product management experience
• Demonstrated ability to translate complex sales workflows into simple usable tools.
• Passion for delivering solutions that empower the sales force and enhance client relationships.
• Strong understanding of mortgage processes and CRM technology to create a seamless pre-purchase and purchase experience.
• Familiarity with mortgage and HELOC regulatory frameworks and comfort partnering closely with Legal and Compliance
• Excellent communication skills
• Strong analytical and data-driven mindset; able to dive into financial and operational metrics.
• Experience owning end-to-end product delivery from discovery through launch and iteration.
• High bias for action and ownershipcomfortable operating in ambiguous cross-functional environments.

Nice to have

• Direct experience at a mortgage or HELOC broker correspondent lender or fintech home lending platform
• Experience working closely with licensed sales or operations teams
• Experience working with sales and operations leaders compliance teams and executive stakeholders.

Required Experience:

Staff IC