Partner with the VP Growth Marketing to ideate and optimize growth loops, funnel conversion, and lifecycle engagement strategies that drive long-term retention and expansion.
Build the infrastructure to support targeted marketing, experimentation, and data-driven personalization across the customer journey.
Define and monitor KPIs for onboarding completion rates and additional high-value customer behaviors.
Drive the product strategy for AI-powered and agentic automation that enhances customer support.
Lead the in-flight CRM and case management platform implementation through to completion.
Translate customer experience data and pain points into internal tooling requirements that directly improve service quality and efficiency.
Build systems that surface the right context, at the right time, to the right agent.
Measure the success and impact of tools, projects, and initiatives you ship.

7+ years in product management, with meaningful experience across onboarding/growth AND internal tooling or customer operations platforms.
Strong technical acumen and specifically, AI-first.
Demonstrated experience building or implementing AI, automation, or agentic workflows in production environments.
Experience optimizing user onboarding funnels, conversion, and lifecycle engagement at scale.
Track record building internal tools or platforms that measurably improved operational efficiency.
Familiarity with compliance-driven onboarding (KYC/KYB) in fintech is a plus.
Experience leading CRM or case management implementations is a plus.
Experience building products for small business banking or B2B fintech is a plus.

Senior Product Manager – Onboarding, Growth, CX

Key skills