New American Funding is seeking a visionary and execution-oriented Director of Product Management – CRM Technology to lead the strategy, buildout, and scaling of their custom CRM platform. This role involves owning the end-to-end product strategy for a critical sales technology platform and driving the development of a CRM tailored to mortgage lending workflows while integrating with external systems.
Responsibilities:
- Define and communicate a compelling long-term vision for our CRM and sales technology ecosystem
- Establish a clear roadmap for building a differentiated, mortgage-native CRM platform
- Architect the integration strategy across LOS, POS, Marketing Automation, Data Platforms, and third-party CRMs
- Translate company growth goals into measurable CRM outcomes (conversion, pull-through, speed-to-lead, retention, productivity)
- Evaluate build vs. partner decisions and drive ecosystem strategy
- Lead discovery, ideation, validation, and delivery of CRM capabilities
- Ensure the CRM supports retail, consumer direct, and partner-driven channels
- Drive API-first design to enable seamless integrations with third-party CRMs and internal systems
- Champion user experience and usability tailored to Loan Officers and Sales team s
- Develop, and mentor Product Managers and Product Owners
- Elevate product craft across discovery, strategy, prioritization, analytics, and execution
- Establish strong product operating rhythms: roadmap reviews, OKRs, metrics reviews, quarterly planning
- Create a culture of ownership, accountability, and customer obsession
- Develop future product leaders within the organization
- Partner with Engineering leadership to deliver scalable, high-quality solutions
- Collaborate with Sales and Marketing leadership to ensure CRM adoption and business impact
- Drive prioritization using frameworks such as RICE, WSJF, and data-driven evaluation
- Establish clear success metrics and continuously measure adoption, productivity, and ROI
- Lead executive-level updates and influence strategic decisions
- Lead conversion rates
- Speed-to-lead
- Sales productivity
- Loan Officer engagement & adoption
- Data visibility and pipeline transparency
- Revenue impact tied to CRM initiatives
Requirements:
- 10+ years of product management experience
- 5+ years leading and developing Product Managers and Product Owners
- Proven experience building or scaling CRM and/or Sales Technology platforms
- Strong experience in Mortgage Lending and understanding of the loan origination lifecycle
- Deep familiarity with CRM ecosystems (e.g., custom platforms, Salesforce, HubSpot, mortgage-specific CRMs, marketing automation tools)
- Experience designing API-driven platforms and system integrations
- Strong working knowledge of Agile methodologies (Scrum, Kanban, SAFe)
- Demonstrated ability to influence executive leadership and drive enterprise alignment
- Highly analytical with strong comfort leveraging product analytics and business metrics
- Exceptional communication, presentation, and storytelling skills