Product Manager, CRM

3 weeks ago


New York, United States Jefferies & Company, Inc. Full time

**Position Overview**:
As a Product Manager on the CRM & Analytics team you will work closely with the Product Management leadership in driving the strategy and evolution of the CRM & Analytics roadmap to provide client insights and deliver business value. You will liaise between the business and implementation teams to define and enhance the platform working in a collaborative, energetic and fast-paced environment. The Product Manager will primarily focus on the investment banking business though there may be interdependencies with other business groups in the firm (Equities, Fixed Income, and Corporate) on a myriad of projects and enhancement requests. You will also be responsible for supporting BAU (e.g., production support (level 4), small improvements and vendor upgrades.
- Partner with business, stakeholders, and users to articulate objectives and requirements that enhance productivity, improve efficiency, and drive revenue.
- Manage and prioritize product back-log based on priorities set by business stakeholders.
- Define and document requirements, user stories, use cases and ensure solutions meet overall business objectives.
- Lead analysis and help define new business processes that span multiple areas of the organization and provide solutions for improvements.
- Challenge status quo - rationalize, unify, and simplify business processes and design.
- Work closely with UX Designers with the UX strategy, including industry trends, best practices and standards, feasibility, innovation and ideation, Practice and be an advocate for user-centered & data-validated product design
- Collaborate with the Product Management leadership to define, communicate, and create buy-in for the product vision.
- Oversee execution of projects across all phases and ensure appropriate collaboration across all stakeholders for successful execution with an eye to delivering business results
- Work closely across teams to solve day-to-day issues, test new features and fixes before released, and ensure appropriate training.
- Drive product launch and marketing activities with key stakeholders; Act as a product evangelist to build awareness and understanding.
- Develop strong cross-functional partnerships across the company (Data Analytics, Data Science, Technology, Engineering and Finance) and advance the mission of intelligent experiences Stay current on product developments and industry best practices within your respective domain

**Requirements**:

- 5 to 7 years’ experience with 3+ years of prior experience in Financial Services
- Excellent communication skills, both oral and written
- Ability to lead through influence and drive results.
- Thinks big picture and understands the potential risk/impact of decisions we make
- CRM experience, preferably Salesforce
- Must have exceptional time management skills
- Ability to convey project requirements to developers with attention to detail
- Define objectives and create roadmaps/timelines to meet tight deadlines.
- Stay on top of tasks and responsibilities; works well with mínimal supervision; responds in a timely manner
- Manage the product lifecycle from planning to completion including user demos
- Experience and success working with agile teams development and design teams to deliver world-class solutions using iterative product development practices
- Experience with organizing a product backlog, planning sprints and writing detailed user stories
- Data/Analytical skills and business intelligence experience
- Business analysis and/or project management experience Basic understanding of the UX process and experience collaborating with UX teams

Primary Location Full Time Salary Range of $120,000-$155,000.

The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.


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