CRM Product Manager

Shape the Future of CRM & Sales Channels at Vanguard: At Vanguard, our sales channels are at the heart of how we empower our Financial Advisor Services (FAS) sales crew. As we continue to evolve, we recognize significant opportunities to modernize and optimize our existing CRM platform while preparing for the next generation of sales technology. We’re seeking a CRM Product Manager who will own our FAS CRM (Microsoft Dynamics) and lead the development of Co-Pilot workflows that will define the future of sales technology.

This isn’t just about incremental enhancements; it’s about reinventing how sales executives and financial advisors engage with digital tools—anticipating their evolving needs and contributing to a digital-first, modern sales experience.

Role Overview

The CRM Product Manager is an individual contributor responsible for owning and advancing Vanguard’s Microsoft Dynamics CRM platform while shaping new digital channels added to the Sales Product ecosystem. This role focuses on optimizing existing CRM capabilities, improving workflows, and leading the buildout of Microsoft Copilot and related AI-enabled extensions.

You will partner closely with cross-functional teams to deliver seamless, intuitive, high-performing solutions that enhance sales effectiveness and support business goals.

Key Responsibilities

Own & Optimize the CRM (Microsoft Dynamics)

• Own the strategy, roadmap, and performance of the Microsoft Dynamics CRM platform.

• Drive workflow improvements, UX enhancements, and performance optimization within CRM to support day‑to‑day sales operations.

• Identify user pain points and develop intuitive, modern CRM solutions grounded in sales workflow needs.

Lead Microsoft Copilot & AI‑Enabled Capabilities

• Lead the design, rollout, and adoption of Microsoft Copilot capabilities within CRM and across the sales ecosystem.

• Partner with technology and UX teams to ensure Copilot solutions are intuitive, accurate, and deeply embedded in sales workflows.

• Evaluate additional AI and agentic workflow opportunities across CRM and new channels.

Shape and Implement New Channels

• Assess, pilot, and recommend new technologies that extend or complement CRM — including agentic CRM extensions and future sales channels.

• Develop strategies that ensure smooth adoption and value realization as new channels are rolled out.

Cross‑Functional Collaboration

• Work closely with product, technology, UX, sales, and strategy partners to align capabilities with business goals and sales team needs.

• Support change management, training strategies, and rollout readiness for CRM enhancements, Copilot features, and emerging channels.

Champion Innovation

• Promote user‑centric design thinking and rapid experimentation to validate CRM concepts and accelerate learning cycles.

Ideal Candidate Attributes

• Holistic thinker with a passion for modernizing digital sales processes.

• Proactive problem solver who thrives in dynamic, fast‑paced environments.

• Skilled at driving technology and CRM adoption and influencing without authority.

• Committed to enabling sales teams and delivering measurable business outcomes.

Qualifications:

• Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.

• Minimum of eight years related business experience. Three years of  leading large cross-functional teams on  major organizational projects preferred.

• Hands-on experience with Microsoft Dynamics CRM.

• Experience implementing or integrating Microsoft Copilot, AI‑enabled workflows, or emerging sales technologies.

• Track record of optimizing workflows, driving UX improvements, and enhancing performance in enterprise systems.

• Strong analytical, communication, and collaboration skills.

• Familiarity with Agile/Scrum methodologies.

Leave Your Mark

If you're a digital native with a passion for innovation and a track record of elevating enterprise digital experiences, we want to hear from you. As our CRM Product Manager, you’ll help shape the next generation of CRM and emerging channels—impacting thousands of sales interactions and enhancing the advisor experience.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.