Sr. Product Owner, CRM Platform
TradeStation Sr. Product Owner, CRM Platform
Summary
Sr. Product Owner who owns end-to-end CRM product strategy and delivery at TradeStation, an online brokerage — writing AI-ready specs and user stories, managing the CRM data model and client lifecycle workflows, and liaising with vendors, business, and engineering. Core stack: enterprise CRM (Salesforce/Dynamics 365), APIs/ETL, SQL, Tableau/Power BI, Databricks, Amplitude, and AI tools.
#WeAreTradeStation
Remote Position - must reside Florida, Texas, Illinois, New York, New Jersey, Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, Georgia, Indiana, Kansas, Massachusetts, Missouri, North Carolina, Tennessee, Utah or Wisconsin
Who We Are:
TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators.
At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that’s using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you’re joining a culture where AI is how we work.
Are you ready to make yourself at home?
What We Are Looking For:
We are looking for a Sr. Product Owner to lead CRM product strategy and delivery at TradeStation. This role owns the end-to-end product lifecycle for our CRM platform and client-facing capabilities — partnering with business stakeholders, technology teams, and data owners to define requirements, drive prioritization, and deliver high-impact outcomes. The ideal candidate brings strong product ownership experience, CRM domain expertise, and the ability to operate at the intersection of strategy and execution in a fast-paced, AI-first organization.
What You’ll Be Doing:
Strategic Leadership
- Define and execute the CRM product strategy aligned with firm-wide business services and client experience initiatives
- Partner with senior business, technology, and operations stakeholders to shape the future of CRM capabilities across the full client lifecycle
- Identify opportunities to optimize CRM platform capabilities, reduce friction in client-facing processes, and expand automation
Product Ownership
- Own the product definition layer that powers AI-assisted development — translating product strategy into precise, structured, AI-ready specifications, user workflows, functional requirements, edge cases, and acceptance criteria
- Practice Spec-Driven Development (SDD): work iteratively with AI to turn intent and business requirements into clear, machine-readable specs that generate build-ready blueprints for engineering
- Prioritize requirements with Product Owners and business stakeholders, and execute the appropriate features with the development team via Agile methodologies
- Translate and communicate the customer, business and market needs into product requirements
- Execute on the product roadmap and translate high-level strategies into manageable stories and product backlog
- Manage the product life cycle from conception through release and beyond
AI-Driven Delivery & Execution
- Use AI to accelerate drafting of user stories, acceptance criteria, test cases, and documentation — then review and refine AI-generated output for accuracy and fidelity to intent
- Maintain alignment between product intent and AI-delivered behavior, validating that AI-generated artifacts match the specification
- Apply TradeStation’s AI governance standards, ensuring appropriate human oversight and that AI use protects the firm and our customers
- Define and maintain product and project documentation, performance metrics, tracking and reporting
- Manage the release management pipeline (executive demos, align marketing strategy and prepare client services for delivery)
- Monitor KPIs and SLAs to ensure CRM platform performance meets business and operational standards
- Participate and play a central role in all agile ceremonies i.e., sprint planning, daily stand-ups, sprint reviews, and retrospectives
Vendor & Stakeholder Management
- Manage relationships with CRM platform vendors and third-party integration partners to ensure optimal delivery, contract alignment, and technical integration
- Act as the primary liaison between CRM capabilities, business stakeholders, client services, and technology teams
- Collaborate with all Department Heads to manage their expectations and align on priorities
CRM Platform & Data Management
- Own the CRM data model — including accounts, contacts, leads, opportunities, cases, and custom objects — ensuring data integrity, governance standards, and scalability across business units
- Define and drive end-to-end client lifecycle workflows within the CRM: acquisition, onboarding, engagement, retention, and reactivation
- Define requirements for CRM automation — workflow rules, process flows, triggers, and alerts — that reduce manual effort and improve the client experience
- Navigate a highly customized CRM environment — developing sufficient technical depth to understand existing integrations, custom configurations, and data flows in order to set realistic expectations with stakeholders and collaborate effectively with engineering teams
The Skills You Bring:
- Familiarity with Spec-Driven Development (SDD) and AI-assisted delivery workflows
- Strong ability to write clear, unambiguous specifications and prompts — spec quality directly drives the quality of AI-generated output
- Sound judgment on where AI augments work versus where human decision-making and oversight are required, with a commitment to responsible, governed AI use
- Strong analytical, technical, oral, and written communication skills
- Exceptional organizational and time-management skills and the ability to prioritize
- Hands-on proficiency with enterprise AI tools (e.g., Claude, GitHub Copilot, Glean) as part of a daily workflow
- Ability to plan and organize schedules to achieve desired objectives
- Ability to present projects to technical and non-technical staff
- Team player who can work flexible hours
- Understanding of Agile SDLC, Change Management
- In-depth understanding of industry market conditions and trends
- Successful track record of developing products within deadlines
- Strong presentation skills
- Knowledge of various legal and regulatory obligations such as GDPR or similar standards a plus
- Knowledge of common testing methodologies, terminology and industry standards preferred
- Deep familiarity with CRM data models — accounts, contacts, leads, opportunities, and cases — and how they map to financial services business processes
- Experience with enterprise CRM platforms (e.g., Salesforce Sales Cloud, Service Cloud, Microsoft Dynamics 365, or similar)
- Understanding of client lifecycle management, customer segmentation, and journey mapping within a CRM context
- Knowledge of CRM integration patterns — APIs, webhooks, and ETL pipelines — connecting CRM to downstream systems such as data warehouse, marketing automation, and contact center platforms
- Ability to analyze and interpret CRM data, customer behavior metrics, and product usage trends to inform prioritization decisions preferred
- Experience with data visualization tools (e.g., Tableau, Power BI, or similar) to communicate insights to stakeholders preferred
- Comfort working with SQL or similar querying tools to extract and validate data independently preferred
- Experience with Databricks for data engineering, analytics, or ML workflows preferred
- Experience with Amplitude for product analytics, user behavior tracking, and feature instrumentation preferred
- Hands-on configuration or administration experience with a major CRM platform (Salesforce, Dynamics 365, or similar), including custom objects, flows, and automation rules preferred
- Experience integrating CRM with marketing automation platforms (e.g., Marketo, Pardot, HubSpot) or contact center systems preferred
- Knowledge of CRM-specific reporting and KPIs: pipeline metrics, lead conversion rates, contact reachability, and client retention rates preferred
Minimum Qualifications:
- Bachelor’s degree in business administration
- Minimum 3-5 years’ experience as a product owner in the industry
Desired Qualifications:
- Master’s/MBA is a plus
What We Offer:
#LI-Remote
- Collaborative work environment
- Competitive Salaries
- Yearly bonus and generous 401k plan
- Comprehensive benefits for you and your family starting Day 1
- Unlimited Paid Time Off
- Flexible working environment
- TradeStation Account employee benefits, as well as full access to trading education materials
- Pay Range (US) $121-134K (Countries outside of the US have differing ranges in accordance with local labor markets)
TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.
#LI-Remote