Overview In this role you drive the strategic direction and long-term evolution of the Payments Sales Experience portfolio, spanning lead-to-revenue workflows. You will partner with senior stakeholders to translate customer needs and firm strategy into a cohesive, AI-enabled product roadmap. You'll lead cross-functional teams to design, launch, and scale intelligent products that improve adoption, automation, and revenue enablement. This is a senior, executive-facing opportunity to shape a critical banking experience and impact across risk, compliance, and operations.
Compensation / Benefits- comprehensive health care coverage
- retirement savings plan
- tuition reimbursement
- mental health support
- on-site health and wellness centers
- backup childcare
Responsibilities- Set vision and strategy for Payments Sales experiences leveraging agentic AI, analytics, and automation to drive differentiation and business impact
- Partner with design, product, data, and technology leadership to identify and fund high-value opportunities aligned to customer needs and firm strategy
- Own end-to-end product accountability including upstream/downstream impacts across data, compliance, risk, and operations
- Lead discovery through user research, journey mapping, experimentation, and market analysis to inform an AI-enabled roadmap
- Define and monitor success metrics (adoption, automation, cycle time, revenue enablement, operational efficiency) and guide prioritization
- Drive workflow optimization and platform integration across CRM, sales intelligence, solutioning, onboarding, and revenue realization
- Ensure execution excellence with close collaboration with engineering, data science, and design
- Champion responsible AI with governance, risk, and transparency as capabilities mature
- Develop and mentor product managers, raising standards for thinking, analytics, and stakeholder communication
- Serve as a senior executive-facing leader, communicating strategy, progress, risks, and outcomes clearly
Key requirements- 5-8+ years in product management or related roles with enterprise-scale scope
- Experience modernizing and scaling CRM, sales, and revenue platforms in enterprise environments
- Strong command of product lifecycle (strategy, discovery, delivery, optimization) in regulated or data-intensive settings
- Experience leading cross-functional teams and influencing senior stakeholders across product, engineering, data, UX, and business functions
- Applied familiarity with AI, analytics, or automation-enabled products; ability to translate capabilities into customer- and business-focused solutions
- Proven ability to define success metrics, evaluate impact, and make data-informed tradeoffs
- Understanding of operating in managed-risk or regulated environments with partnerships to legal, compliance, and control functions
- Strong executive communication and coaching skills, guiding teams through ambiguity and evolving technology
- strong stakeholder management
- clear and persuasive communication
- ability to coach and mentor teams
- AI, analytics, and automation familiarity
- experience with CRM, sales intelligence, onboarding, and revenue platforms
- product lifecycle management in enterprise environments
