Sales AI Product Manager

Make AI real, safe, and valuable for Loan Officers by researching, evaluating, integrating, launching, and scaling third-party AI tools, and partnering on internal builds to simplify their work and drive productivity.

Requirements

• Define and execute the vision and roadmap for AI-driven sales enablement tools
• Collaborate with other Product Managers and Product Owners to ensure a cohesive AI strategy and aligned roadmap
• Establish and maintain an inventory of AI capabilities across the existing tech stack
• Evaluate emerging AI trends and apply them to the retail mortgage sales environment
• Run structured discovery with LOs/Sales Leaders; translate pain points into a quarterly, value-ranked AI use-case roadmap
• Define success criteria, control groups, and measurement plans
• Drive approvals end-to-end through AI Risk Advisory, Software Advisory, Legal, Compliance, vendor management and InfoSec
• Map current future workflows; design in-workflow experiences across CRM, Loan Origination System (LOS), Point of Sale, Product & Pricing Engine, Marketing automation and telephony
• Work with the technical team to specify integration patterns and acceptance criteria
• Build role-based playbooks, prompt libraries, templates, micro-learning, and manager toolkits
• Measure the adoption and impact of AI and vendor solutions
• Maintain an Approved AI Vendor Catalog with lifecycle statuses and associated guardrails/model cards
• Collaborate with the AI Training and Enablement Specialist to ensure a robust training and enablement plan is in place for Sales

Benefits

• Medical
• Dental
• Vision
• Life insurance
• AD&D
• LTD
• 401(k) with employer match