• Contract
  • Dallas

Key Responsibilities:

1. Product Strategy & Roadmap:

  • Develop and own the product roadmap for Onboarding, Servicing, and Fulfillment processes.
  • Define and execute strategies to improve customer experience, reduce friction, and drive automation.
  • Align product initiatives with business objectives, regulatory compliance, and customer needs.

2. Customer Onboarding & KYC:

  • Enhance digital onboarding journeys for new customers, ensuring a frictionless experience.
  • Collaborate with compliance teams to integrate KYC (Know Your Customer), AML (Anti-Money Laundering), and risk assessment frameworks.
  • Optimize identity verification, document submission, and approval processes using automation and AI/ML solutions.

3. Servicing & Customer Experience:

  • Design self-service capabilities through chatbots, portals, and AI-driven support to improve customer engagement.
  • Improve customer service workflows by integrating CRM, ticketing, and support automation tools.
  • Define key performance indicators (KPIs) to measure customer satisfaction and resolution time.

4. Fulfillment & Operational Efficiency:

  • Streamline fulfillment processes for financial products, account services, and digital transactions.
  • Implement workflow automation and straight-through processing (STP) to enhance efficiency.
  • Collaborate with operations and engineering teams to eliminate bottlenecks in order fulfillment.

5. Cross-functional Collaboration:

  • Work closely with engineering, UX/UI, data science, and compliance teams to deliver scalable solutions.
  • Engage with external partners and third-party vendors for API integrations and technology solutions.
  • Communicate product vision, roadmap, and key deliverables to stakeholders and executive leadership.

Required Skills & Qualifications:

  • 5+ years of experience in Product Management, preferably in Fintech, Banking, or SaaS industries.
  • Strong understanding of customer onboarding, digital identity verification, and KYC processes.
  • Experience with customer servicing platforms, self-service portals, and AI-driven automation.
  • Knowledge of workflow automation tools, API integrations, and regulatory compliance.
  • Ability to work with data-driven insights, analytics, and customer feedback loops.
  • Strong project management skills with experience in Agile and Scrum methodologies.
  • Excellent communication, stakeholder management, and problem-solving abilities