Demo

Product Manager - Merchant Onboarding, Servicing & Fulfilment

VeeRteq Solutions LLC
Dallas, TX Full Time
POSTED ON 3/7/2025
AVAILABLE BEFORE 4/5/2025
Sr. Product Manager Merchant Onboarding, Servicing & Fulfilment Pittsburgh, PA / Dallas, TX

Overview

We are seeking an experienced Product Manager with a strong background in Onboarding, Servicing, and Fulfilment within the banking domain. The ideal candidate will be responsible for developing and enhancing customer-centric products and services that streamline onboarding processes, improve servicing capabilities, and optimize fulfilment operations. You will work closely with cross-functional teams to ensure that our banking solutions meet regulatory requirements and deliver exceptional customer experiences.

The Role

Responsibilities

  • Define and implement the product strategy for Onboarding, Servicing, and Fulfilment within the banking sector, ensuring alignment with regulatory standards and business objectives.
  • Analyze and map the customer journey for banking products to identify key touchpoints and areas for improvement in onboarding and servicing processes.
  • Collaborate with internal stakeholders, including compliance, risk management, operations, sales, and customer support, to gather insights and requirements for product development.
  • Ensure that all onboarding and servicing processes comply with relevant banking regulations (e.g., KYC, AML) and internal policies.
  • Prioritize the product backlog based on customer needs, business priorities, and regulatory requirements, ensuring that features are well-defined and ready for development.
  • Create detailed user stories and acceptance criteria that reflect the needs of both customers and the bank, ensuring a seamless onboarding and servicing experience.
  • Work closely with design, engineering, and QA teams to deliver high-quality product features on time and in accordance with specifications.
  • Define, monitor, and analyze key performance indicators (KPIs) to assess product performance, customer satisfaction, and operational efficiency.
  • Stay updated on industry trends, competitive landscape, and best practices in banking to inform product development and drive innovation.
  • Develop and deliver training materials for internal teams and customers to ensure effective utilization of banking products and services.
  • Gather feedback from users and stakeholders post-launch to identify areas for enhancement and optimization in onboarding and servicing processes.

Requirements

You are:

  • Bachelor's degree in Business, Finance, Product Management, or a related field. An advanced degree (MBA) is preferred.
  • Proven experience as a Product Manager or similar role in the banking or financial services industry, with a focus on onboarding, servicing, and fulfillment.
  • Strong understanding of banking regulations, compliance requirements, and best practices in customer onboarding and servicing.
  • Excellent analytical and problem-solving abilities, with a strong focus on customer outcomes.
  • Exceptional communication and interpersonal skills, with the ability to lead cross-functional teams and influence stakeholders.
  • Proficiency in product management tools (e.g., JIRA, Trello, Confluence) and data analysis tools (e.g., Excel, SQL).
  • Ability to manage multiple projects and priorities in a fast-paced and evolving environment.

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