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Vanguard · 1 month ago

Product Manager, Senior Specialist (CRM)

Malvern, PA

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

Vanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a Senior Product Manager for their CRM platform to lead product management activities and collaborate with cross-functional teams to enhance the participant experience.

FinanceFinancial Services

No H1B

Responsibilities

Leads digital product management activities for the CRM platform, a strategic product with cross-divisional impact, focused on participant understanding and data sharing across channels

Influences and collaborates with cross-functional teams—product, marketing, technology, and participant services—to create best practices that drive significant change to the participant experience. Ensures business outcomes are linked to business case drivers such as retention, engagement, and personalization

Coaches CRM product teams toward best practices and learnings. Oversees the team’s support of messaging, communication, and participant outreach as necessary

Facilitates strong business support by promoting a consistent approach to decisions, impacts, and participant propositions. Drives connection across all appropriate internal and external stakeholders

Leads the planning, development, and implementation of the new CRM platform with cross-divisional impact. Defines and analyzes participant data needs, develops detailed product features and requirements, and builds implementation plans

Works closely with other CRM leads across the company to align on strategy, share best practices, and promote consistency in CRM capabilities, data governance, and participant engagement approaches

Influences and employs a variety of qualitative and quantitative analysis techniques to continually improve the participant experience through CRM capabilities such as segmentation, journey mapping, and campaign automation

Participates in and influences ongoing business planning and departmental prioritization activities, ensuring CRM initiatives align with strategic goals

Participates in special projects and performs other duties as assigned