Senior Digital Product Manager, CRM
Fort Worth, TX - USA
Department:
Job Summary
How will this role impact First Command
The Senior Digital Product Manager drives the vision strategy and execution of digital solutions for Client Relationship Management with a focus on Wealth Management & Banking. The role defines and prioritizes an outcome-based roadmap translates business needs into actionable Features (Vision Business Needs Value) and partners with business and delivery teams to ensure solutions deliver measurable value quality and compliance readiness.
As the primary business-context Subject Matter Expert (SME) this role communicates the why behind the work and ensures alignment across stakeholders and delivery teams. Operating independently the role champions strategic roadmap and feature-definition practices anticipates constraints and risks early reduces churn through clear requirements and alignment and defines and monitors product metrics tied to value realization.
Strategic Roadmap Ownership
- Independently own product vision and an outcome-based roadmap for Client Relationship Management aligned to business strategy and enterprise OKRs.
- Independentlyidentify and manage cross-product and cross-team dependencies; coordinate sequencing and release planning with stakeholders and delivery leadership.
- Maintain visibility and traceability of prioritized opportunities and features in Azure DevOps (or equivalent) to keep roadmap backlog and delivery synchronized.
- Champion strategic roadmap practices and proactively manage dependencies to improve predictability.
Feature Definition
- Translate business needs into complete actionable features that articulate Vision Business Needs Value and acceptance intent.
- Maintain a prioritized feature backlog that supports delivery planning through Current Sprint 2; ensure clarity priority and sequencing align to the roadmap.
- Collaborate deeply withDigital Product Owner architecture engineering and quality partners to validate feasibility and reduce churn through early alignment.
- Intake and prioritize technical debt and platform enablement work; communicate tradeoffs and implications to outcomes and delivery plans.
- Anticipate constraints (security legal/compliance privacy operational readiness) and mitigate early through discovery and feature definition.
- Champion feature definition standards and reduce rework through cleareracceptance intent and earlier alignment.
Value Assurance
- Perform feature/solution acceptance to verify delivered work solves the original business problem and supports intended value realization.
- Define product and experience metrics and monitor trends; use evidence to refine priorities and value-capture plans.
- Independently escalate delivery gaps value risks and quality concerns early; drive resolution and prevention with delivery and stakeholders.
Alignment
- Buildandmaintainrelationships withFirst Command business leaderstoalign product strategy with business strategy.
- Communicate the why behind priorities and features;facilitate decisions and resolve misalignment across business and technology partners.
- Act confidently as SME for business logic and value; remove friction between business and delivery teams through proactive alignment.
Discovery Business Case & Go-to-Market
- Conduct or partner on customer/market research and discovery to validate problems and identify opportunities for Client Relationship Management.
- Develop business cases (hypotheses benefits costs risks) and synthesize research into investment recommendations.
- Partner with UX/CX operations and adoption/change leaders to ensure releases are business-ready and adoption is supported.
- Evaluate emerging technologies and relevant innovative propositionstoidentifynew opportunities.
Product & Domain Expectations
Maintain deep knowledge of Salesforce Financial Services capabilities and non-functional requirements; ensure alignment to security privacy regulatory and audit expectations.
Tooling & Communication Artifacts
Create and maintain product artifact and ensure tooling traceability from opportunity -> feature -> acceptance outcomes.
Collaboration Model
- Sync with other Product Managers to align roadmaps manage cross-product dependencies and prevent overlap in ownership.
- Partner with theDigital Product Owner by providing actionable features and aligning prioritization so the team backlog reflects business urgency.
- Collaborate with Solution Architects and delivery leadership tovalidate feasibility inform architectural runway and ensure shared understanding of requirements and sequencing.
- Engage Quality partners to align on intent and value improve quality visibility and support confidentrelease readiness decisions.
Who will this employee lead
No direct supervisory responsibility but must provide guidance to Agile teams and collaborate with cross-functional stakeholders.
What skills and qualifications does this employee need
Education
Bachelors degree(may consider experience in lieu of degree)
Work Experience
4 - 7years of experience in product management business analysis or a related field
Certifications
The preferred candidate will have one or more certifications in the following areas:
- Product Management
- Agileand Scrum
- Salesforce Financial Services Cloud
- Process Improvement
- Financial ServicesLicenses
Required Knowledge Skills and Abilities
Knowledge
- Outcome-based product strategy and roadmap practices; dependency management across products/teams and OKR alignment.
- Advanced feature definition practices and discovery techniques to reduce churn and rework.
- Agile delivery collaboration across PO/architecture/engineering/QA; understanding of sequencing and delivery constraints.
- Product measurement and value realization: KPI definition trend interpretation and evidence-based prioritization.
- Risk compliance privacy security and operational readiness considerations in regulated environments.
- Strong knowledge ofSalesforce Sales/Financial Services Cloud and enterprise constraints to anticipate impacts and mitigate risks early.
Skills
- Strategic storytelling and stakeholder alignment: communicate why tradeoffs and outcomes; drive decisions.
- Problem framing: translate ambiguity into clear scopeacceptance intent and success measures.
- Requirements clarity: write actionable features and supporting artifacts that reduce rework.
- Cross-functional leadership: partner with PO/architecture/engineering/QA to ensure feasibility and quality.
- Metrics fluency: define and use signals to refine sequencing and measure value realization.
- Tool fluency:maintain traceability and transparency in ADO (or equivalent).
Abilities
- Operate independently while maintaining accountability for outcomes quality and value.
- Influence without authority across teams and stakeholders to resolve misalignment.
- Anticipate risks and constraints early and adjust plans accordingly.
Required Experience:
Senior IC
About Company
With over 60 years of financial coaching experience and over 175 offices around the world, First Command's Financial Advisors are proud to serve America's military.