CRM Product Manager
About the position Shape the Future of CRM & Sales Channels at Vanguard: At Vanguard, our sales channels are at the heart of how we empower our Financial Advisor Services (FAS) sales crew. As we continue to evolve, we recognize significant opportunities to modernize and optimize our existing CRM platform while preparing for the next generation of sales technology. We’re seeking a CRM Product Manager who will own our FAS CRM (Microsoft Dynamics) and lead the development of Co-Pilot workflows that will define the future of sales technology. This isn’t just about incremental enhancements; it’s about reinventing how sales executives and financial advisors engage with digital tools—anticipating their evolving needs and contributing to a digital-first, modern sales experience. Role Overview The CRM Product Manager is an individual contributor responsible for owning and advancing Vanguard’s Microsoft Dynamics CRM platform while shaping new digital channels added to the Sales Product ecosystem. This role focuses on optimizing existing CRM capabilities, improving workflows, and leading the buildout of Microsoft Copilot and related AI-enabled extensions. You will partner closely with cross-functional teams to deliver seamless, intuitive, high-performing solutions that enhance sales effectiveness and support business goals.
Responsibilities
- Own the strategy, roadmap, and performance of the Microsoft Dynamics CRM platform.
- Drive workflow improvements, UX enhancements, and performance optimization within CRM to support day‑to‑day sales operations.
- Identify user pain points and develop intuitive, modern CRM solutions grounded in sales workflow needs.
- Lead the design, rollout, and adoption of Microsoft Copilot capabilities within CRM and across the sales ecosystem.
- Partner with technology and UX teams to ensure Copilot solutions are intuitive, accurate, and deeply embedded in sales workflows.
- Evaluate additional AI and agentic workflow opportunities across CRM and new channels.
- Assess, pilot, and recommend new technologies that extend or complement CRM — including agentic CRM extensions and future sales channels.
- Develop strategies that ensure smooth adoption and value realization as new channels are rolled out.
- Work closely with product, technology, UX, sales, and strategy partners to align capabilities with business goals and sales team needs.
- Support change management, training strategies, and rollout readiness for CRM enhancements, Copilot features, and emerging channels.
- Promote user‑centric design thinking and rapid experimentation to validate CRM concepts and accelerate learning cycles.
Requirements
- Undergraduate degree or equivalent combination of training and experience required.
- Minimum of eight years related business experience.
- Hands-on experience with Microsoft Dynamics CRM.
- Experience implementing or integrating Microsoft Copilot, AI‑enabled workflows, or emerging sales technologies.
- Track record of optimizing workflows, driving UX improvements, and enhancing performance in enterprise systems.
- Strong analytical, communication, and collaboration skills.
- Familiarity with Agile/Scrum methodologies.
Nice-to-haves
- Graduate degree preferred.
- Three years of leading large cross-functional teams on major organizational projects preferred.
Benefits
- Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
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