Product Owner CRM Outlook Integration
Fort mill, SC or New York, NY
Need candidate to work onsite from Day 1 (Hybrid)
Role Summary
The Product Owner (PO) for CRM Outlook Integration will own the end-to-end product strategy, roadmap, and delivery of bi-directional integration between Client in-house CRM platform and Microsoft Outlook. This role is responsible for enabling seamless synchronization of emails, calendar events, contacts, and tasks to enhance advisor productivity, client engagement, and data integrity.
The PO will bring a strong understanding of financial advisor workflows, CRM-driven relationship management, and Microsoft 365 integration patterns. They will collaborate closely with engineering, UX, data teams, and business stakeholders to deliver a scalable, secure, and intuitive experience embedded within the advisor's daily workflow.
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.
- Align product strategy with client advisor experience, compliance requirements, and business objectives.
- Identify opportunities to improve advisor productivity through contextual insights and embedded CRM capabilities within Outlook.
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
ABOUT US
Apptad offers strategic consulting, enterprise information management and digital transformation services. With globally connected offices in US and India along with a team of trained and certified IT resources, Apptad ensures quick and effective delivery to its customers.Apptad is relentlessly reinventing the outlook of how companies leverage data.
With an effort to enable our customers the ability to solve biggest problems within their organization.We perceive our clients problems and respond with custom solutions instead of handing over boilerplate responses.
OUR MISSION
Customer Focus: We listen carefully to the needs of our clients so that we know what s important for their business and can design a customized solution for their business.
Innovation: As a firm, we believe in constantly upgrading ourselves and improving our solutions to adapt to the changing landscape of technology.
Accountability and Ethics: We believe in taking our commitments as seriously as our customers and living up to them while building trust for a long term business relationship.
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