Switchboard Hiring · 1 day ago
CRM Implementation/Product Manager
Greenwood Village, CO
Full-time
Hybrid
Senior Level
$140K/yr - $165K/yr
5+ years expSwitchboard is seeking a CRM Product Manager on behalf of Open Technology Solutions. The role involves defining business requirements, leading vendor selection, and overseeing the migration to a new CRM platform that enhances member engagement and integrates across credit union operations.
Human Resources
No H1B
Responsibilities
Develop and execute a multi‑year CRM product strategy aligned with organizational goals and desired member experience across the consortium
Define success metrics and KPIs to measure CRM impact and drive continuous improvement
Partner with stakeholders in multiple credit unions and OTS operations to capture business needs and pain points, translating them into clear, actionable requirements
Lead CRM platform evaluation and selection, ensuring scalability, flexibility, and robust integration with existing and future systems
Manage vendor relationships to support effective implementation, support, and long‑term platform success
Maintain a prioritized CRM roadmap and establish governance for usage, data quality, and compliance
Collaborate with cross‑functional teams (technology, operations, risk, and business leaders) to deliver scalable, high‑impact features and improvements
Qualification
Required
hands‑on experience with CRM platform evaluation, selection, and migration (Salesforce or similar enterprise CRM platforms)
Minimum 5-10 years in product management, product ownership, or technology consulting roles with significant responsibility for business‑critical platforms
Proven ability to lead by influence across organizations and stakeholder groups without direct authority
Strong communication skills with the ability to translate technical concepts into business terms and vice versa for both technical teams and business audiences
Experience producing high‑quality strategic documents and presenting recommendations to senior leadership
Demonstrated curiosity, ownership, and follow‑through in figuring things out and solving complex problems
Preferred
Banking or financial services experience is a plus
Benefits
Comprehensive medical, dental, and vision insurance (starting first full month)
401(k) with company matching
Open PTO
Student loan paydown program (up to $10,000 lifetime benefit)
Tuition reimbursement (up to $5,250 annually)
Service anniversary bonuses
Company-paid life insurance, short-term and long-term disability
Wellness reimbursement and additional unique perks
Company
Switchboard Hiring
Switchboard Hiring gives growing teams the best of both worlds: the insider judgment of an internal talent leader with the reach and firepower of a top agency, all in one embedded senior recruiter.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase