Product Owner – CRM–Outlook Integration

Key Responsibilities
Product Strategy & Vision
•    Define and execute the product vision for CRM–Outlook integration, with a focus on bi-directional communication and workflow automation.

Backlog Ownership & Delivery
•    Own and manage the product backlog, prioritizing features such as email capture, calendar sync, contact reconciliation, and activity tracking.
•    Translate complex business and compliance requirements into well-defined user stories and acceptance criteria.
•    Ensure delivery of high-quality, scalable integration features across releases.
Stakeholder Engagement
•    Partner with advisors, sales, compliance, operations, and technology teams to gather requirements and validate solutions.
•    Act as the primary liaison between business stakeholders and engineering teams.
•    Drive alignment on product priorities, trade-offs, and roadmap decisions.
Integration & Data Management
•    Define requirements for bi-directional synchronization of emails, meetings, contacts, and tasks between Outlook and CRM.
•    Ensure data accuracy, deduplication, identity resolution, and auditability across systems.
•    Collaborate with engineering on APIs, event-driven architectures, and Microsoft Graph integrations.
User Experience
•    Partner with UX/UI teams to design intuitive workflows embedded within Outlook (e.g., add-ins, side panels, contextual actions).
•    Advocate for minimal friction and reduced manual data entry for advisors.
Agile Execution
•    Lead sprint planning, backlog refinement, and sprint reviews.
•    Ensure timely delivery by managing dependencies, risks, and cross-team coordination.
Compliance & Risk Management
•    Ensure solutions align with financial services regulatory requirements (e.g., communication capture, audit trails, data retention).
•    Partner with compliance and legal teams throughout the product lifecycle.
Release & Adoption
•    Coordinate release planning, documentation, and communication strategies.
•    Track adoption metrics and continuously iterate based on user feedback and data insights.

Required Skills & Experience
•    5–10 years of experience as a Product Owner or Product Manager in enterprise or financial technology environments.
•    Strong understanding of wealth management and financial advisor workflows, particularly CRM usage.
•    Experience with Microsoft Outlook, Exchange, Microsoft 365, and Microsoft Graph APIs.
•    Proven experience delivering integration products, including email/calendar sync and system interoperability.
•    Strong knowledge of data synchronization, APIs, event-driven systems, and identity resolution.
•    Excellent stakeholder management, communication, and analytical skills.

Preferred Qualifications
•    Experience building Outlook add-ins or embedded CRM experiences within Microsoft 365.
•    Familiarity with bi-directional integration patterns, including conflict resolution and near real-time sync.
•    Background in wealth management, broker-dealer platforms, or advisor technology ecosystems.
•    Experience working with in-house or highly customized CRM platforms.
•    Certifications such as CSPO, PSPO, or equivalent Agile credentials.
Success Metrics
•    Increased advisor adoption of CRM-integrated Outlook workflows
•    Reduction in manual data entry and improved data accuracy
•    Reliable and near real-time synchronization between systems
•    Improved client engagement tracking and activity capture
•    High user satisfaction and streamlined advisor experience