Sr. Product Owner, CRM Platform

Responsibilities

• Lead CRM product strategy and execution, owning the end-to-end product lifecycle for client-facing capabilities.
• Define and execute the CRM product roadmap in alignment with firm-wide business services and client experience initiatives.
• Practice Spec-Driven Development (SDD) by translating business requirements into precise, AI-ready specifications and machine-readable blueprints.
• Use enterprise AI tools to accelerate the drafting of user stories, acceptance criteria, and technical documentation.
• Manage the CRM data model, including accounts, contacts, leads, and opportunities, ensuring data integrity and scalability.
• Partner with senior stakeholders, technology teams, and vendors to optimize platform capabilities and reduce client friction.
• Drive end-to-end client lifecycle workflows, including acquisition, onboarding, engagement, and retention.
• Participate in all Agile ceremonies, including sprint planning, daily stand-ups, and retrospectives.

Requirements

• Bachelor's degree in Business Administration.
• 3-5 years of experience as a Product Owner.
• Deep domain expertise in CRM platforms (e.g., Salesforce, Microsoft Dynamics 365).
• Proficiency with enterprise AI tools (e.g., Claude, GitHub Copilot) within a daily workflow.
• Strong understanding of Agile SDLC and Change Management.
• Experience managing complex CRM data models and integration patterns (APIs, webhooks, ETL).

Preferred Qualifications

• Master's degree or MBA.
• Experience with Spec-Driven Development (SDD) and AI-assisted delivery workflows.
• Proficiency with data visualization tools like Tableau or Power BI.
• Experience with SQL, Databricks, or Amplitude for product analytics.
• Knowledge of regulatory standards such as GDPR.

Benefits

• Competitive salary and yearly bonus.
• Generous 401k plan.
• Comprehensive benefits for you and your family starting Day 1.
• Unlimited Paid Time Off.
• Flexible, remote working environment.
• TradeStation account employee benefits and access to trading education materials.

About the Company

TradeStation is an online brokerage firm and trading ecosystem dedicated to delivering the ultimate experience for active traders and institutions. We are building an AI-first culture where team members embrace AI to accelerate development, enhance decision-making, and streamline processes.