eFinancial · 1 month ago
(Remote) CRM Principal Product Owner
United States
Full-time
Remote
Lead/Staff
$138K/yr - $179K/yr
10+ years expeFinancial is seeking a CRM Principal Product Owner to build strong relationships with stakeholders and lead product strategy. The role involves overseeing Agile ceremonies, supporting feature intake processes, and developing a team to enhance user and customer experience.
Financial ServicesInsuranceInsurTechLife Insurance
Responsibilities
Build strong relationships with executives, users, vendors, and stakeholders to identify opportunities and address business needs
Lead Agile ceremonies including stand-ups, sprint planning, backlog prioritization, and demos while overseeing feature development and enhancements to improve user and customer experience
Track progress against OKRs and measure impact on business goals using data analytics and market research
Support feature intake and quarterly stakeholder feedback processes
Lead and develop a team of direct reports (Product Owner and Scrum Master) to drive product strategy and execution
Qualification
Required
Bachelor's degree (BA/BS) or higher in related discipline or equivalent work experience
10+ years' experience as a Product Owner, Product Manager, or Business Analyst
Experience in working with Agile/Scrum work environment as a Product Owner: writing user stories (JIRA), and following the development process through user story acceptance
Hands-on experience with Salesforce Sales Cloud
Ability to work independently, prioritize work, and resources while maintaining collaboration with other team members
Comfortable leveraging technology to effectively work with virtual teams
A creative problem solver with a keen interest in ensuring the best possible experience for our users
Open-minded with an innovative mindset, curious to understand and learn new perspectives and technologies
Salesforce Certified Business Analyst and/or Certified Scrum Product Owner
Preferred
Familiarity with HubSpot, AWS, and related CRM technologies
Benefits
Medical Insurance: Choose from a variety of plans to fit your healthcare needs.
Dental Insurance: Coverage for preventive, basic, and major dental services.
Employer-Paid Vision: Comprehensive eye care coverage at no cost to you.
Employer-Paid Basic Life and AD&D Insurance: Peace of mind and additional protection.
Employer-Paid Short-Term and Long-Term Disability Insurance: Financial support in case of illness or injury.
401(k) Plan: Save for your future with a company match to help you grow your retirement savings.
PTO and Sick Time accrue each pay period: Take time off when you need it
Annual Bonus Program: Performance-based bonus to reward your hard work.
Company
eFinancial
Efinancial is an insurance agency that offers life insurance services. It is a sub-organization of Vericity.
201-500 employees
H1B Sponsorship
eFinancial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (1)
2022 (1)
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
Marty Schroeder
Chief Revenue Officer (CRO)
Melissa Balsan
EVP and Chief Marketing Officer
Recent News
Investment Executive
2024-02-10
2023-12-23
Investment Executive
2023-12-23
Company data provided by crunchbase