Sales AI Product Manager

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

📋 Description

• Define and execute the vision and roadmap for AI-driven sales enablement tools
• Collaborate with Product Managers and Product Owners across CRM, Point of Sale, and Marketing Automation to align the AI strategy and roadmap
• Develop a build-versus-buy framework with AI architects
• Maintain an inventory of AI capabilities across the existing technology stack
• Evaluate emerging AI trends for the retail mortgage sales environment
• Conduct structured discovery with Loan Officers and Sales Leaders
• Translate pain points into quarterly, value-ranked AI use-case roadmaps with KPIs and adoption targets
• Define success criteria, control groups, and measurement plans
• Conduct market scans, create vendor shortlists, lead scorecards, and proof-of-value pilots
• Drive vendor approvals through AI Risk Advisory, Software Advisory, Legal, Compliance, vendor management, and InfoSec
• Own intake and project management for the vendor approval process
• Apply risk tiering and fast lanes while escalating higher-risk flows as required
• Map current and future workflows and design in-workflow experiences across CRM, LOS, Point of Sale, Product & Pricing Engine, Marketing Automation, and telephony
• Specify integration patterns and acceptance criteria with technical teams, Product/Engineering, and Enterprise Architecture
• Build role-based playbooks, prompt libraries, templates, micro-learning, and manager toolkits
• Establish training and branch champion programs
• Collaborate with the AI Training and Enablement Specialist on Sales training and enablement
• Measure adoption and impact of AI and vendor solutions
• Maintain an Approved AI Vendor Catalog with lifecycle statuses and guardrails/model cards
• Convert field requirements into BRDs and work with internal Product/AI teams when building internally
• Generate insights and ideas on policies, processes, procedures, and efficiency
• Contribute to strategic and operational plans
• Work under broad direction with considerable latitude for independent action

🎯 Requirements

• Bachelor's Degree directly related to the position or equivalent, required
• Minimum six years' experience in Product Management, Sales Enablement, or Process improvement
• Proven record launching sales-facing tools with measurable adoption and ROI
• Hands-on experience navigating enterprise risk/governance and third-party approvals
• AI literacy: LLM strengths/limits, prompt design, evaluation basics, hallucination/guardrail concepts
• Working knowledge of integrations including APIs, webhooks, SSO/OAuth, and iPaaS
• Working knowledge of enterprise app ecosystems including CRM, Loan Origination System, Point of Sale, Product & Pricing Engine, Marketing Automation, and telephony
• Change leadership and field influence
• Analytical fluency including funnel analytics, time-in-motion, A/B testing, and business casing
• Mortgage domain depth including LO processes, lead triage, and pricing/marketing compliance
• Ability to organize and manage multiple priorities simultaneously
• Ability to work independently or within a team
• Excellent interpersonal, verbal, and written communication skills
• Highly organized and detail-oriented; able to work in a fast-paced, metrics-driven environment
• Proficiency in [REDACTED] Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications
• [REDACTED]/ADKAR, Lean Six Sigma, [REDACTED] Admin/Product Owner certifications or experience are a plus, not required
• Travel 5% or less
• Work Monday–Friday during the business week

🏖️ Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• AD&D
• LTD
• 401(k) with employer match
• Pleasant work environment
• Competitive compensation

Apply Now