Job Description: Product Manager-II, CRM
About SynCred
In today's increasingly digital financial landscape, credit unions face a fundamental challenge: how to compete without losing the member-first philosophy that defines them. SynCred was founded with a singular mission to solve this problem. We believe credit unions represent the best of financial services—member-owned, community-focused, and people-first. Yet the outdated technology and data silos were preventing too many from realizing their full potential. Our Mission: To empower credit unions with intelligent, purpose-built technology that deepens member relationships, strengthens operational efficiency while preserving the human touch, and expands financial opportunities through proactive relationshipmanagement - all while honoring member-centric values over profit-driven processes.
We are partners in the credit union movement, and we are building an AI-first CRM from the ground up to ensure these vital community institutions thrive. The Role: A 0-to-1 Opportunity
This is more than a job; it's a foundational role. As our first Product Manager, you will be the driving force behind the SynCred platform. You will own the product vision, strategy, and execution from concept to launch and beyond. You will work directly with the founding team, engineers, designers, and our future customers to build a category-defining product that
solves real-world problems. If you are passionate about building from a blank canvas, obsessed with customer problems, and excited by the potential of AI to create intuitive user experiences, this is the role for you.
What You'll Do
● Define the "Why": Immerse yourself in the world of credit unions. Conduct deep research to understand their workflows, data challenges, and unmet needs.
● Build the Roadmap: Develop and own the product vision, strategy, and roadmap from the ground up (0 to 1). You will decide what we build and when.
● Execute with Precision: Translate the product strategy into detailed requirement documents, user stories, and functional specifications.
● Lead the Cross-Functional Team: Partner closely with engineering and design to shepherd features from ideation through to launch and iteration in an agile environment.
● Be the AI Champion: Drive the integration of AI and machine learning to create a truly intelligent CRM that is predictive, automated, and incredibly easy to use.
● Measure What Matters: Define key success metrics and use data to inform your decisions, prioritize the backlog, and validate your hypotheses.
● Become the Voice of the Customer: Act as the primary advocate for our users throughout the entire product development lifecycle.
What We're Looking For
● Proven 0-to-1 Experience: 3+ years of product management experience, with a demonstrated track record of taking a software product from initial concept to successful market launch, ideally within a B2B SaaS startup.
● CRM Expertise: You understand the core architecture, workflows, and challenges of modern CRM platforms (e.g., Salesforce, HubSpot, Zoho). You know what works, what doesn't, and why.
● Customer-Obsessed: You have a natural empathy for users and a toolkit of research and discovery techniques to uncover foundational problems.
● AI/ML Acumen: You have experience working on AI-powered features and can effectively collaborate with engineers to leverage data and models for magical user experiences.
● FinTech Passion (Bonus): Previous experience in the financial services or FinTech space is a strong plus.
● Scrappy & Resourceful: You are a master of navigating ambiguity, making decisions with imperfect information, and thriving in a fast-paced, resource-constrained startup environment.
● Exceptional Communicator: You can articulate a compelling vision and communicate complex ideas with clarity to both technical and non-technical stakeholders.
Why You'll Love Building with Us
● True Ownership: This is a greenfield opportunity. You will not be iterating on a legacy product; you will be creating it. Your decisions will directly shape the future of our company.
● Mission-Driven Work: Join a company with a clear and compelling purpose. The work you do will directly empower community-focused institutions that millions of people depend on.
● Unparalleled Impact: You will be at the core of our product, culture, and strategy from day one.
If you are ready to build the future of financial relationship management, we would love to hear from you.
