Senior Product Manager, CRM & Sales Enablement

We are seeking a Senior Product Manager to lead our Client Relationship Management (CRM) and Sales Enablement platforms, partnering closely with field teams, business leaders, and technology partners.

This role will define and execute a product strategy that supports an entrepreneurial agency model while delivering consistent, scalable, and intuitive platforms that enhance advisor effectiveness across pre-sales activities and client engagement.

- Define and drive the roadmap for CRM and sales enablement platforms aligned to Guardian's integrated ecosystem

- Manage and coach a team of Product Owners, providing mentorship and performance feedback

- Build a high-performing product team through coaching in agile practices and stakeholder engagement

- Engage directly with advisors and agency leaders to understand workflows and needs

- Translate field insights into scalable, user-centric platform capabilities

- Balance flexibility required by entrepreneurial agencies with enterprise consistency

- Lead development of CRM and sales enablement capabilities across advisor workflows

- Ensure integration across Guardian's advisor technology ecosystem

- Drive prioritization of AI-enabled capabilities within platform strategy

- Partner with cross-functional teams to deliver product outcomes

- Manage dependencies, risks, and vendor relationships (e.g., Salesforce, Seismic)

- Define and track OKRs tied to advisor productivity and adoption

- 10+ years of experience in product management for CRM or sales enablement

- Field-facing experience supporting advisors or sales teams

- Experience supporting entrepreneurial or independent agency environments

- Strong understanding of AI concepts and product strategy integration

- Proven ability to work across business and technology stakeholders

- Experience with CRM or sales enablement platforms, preferably Salesforce or Seismic

- Financial services, wealth management, or insurance experience