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.

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.
• Evaluate emerging AI trends and apply them to the retail mortgage sales environment.
• Run structured discovery with LOs/Sales Leaders and translate pain points into a quarterly, value-ranked AI use-case roadmap.
• Build market scans and shortlists; lead scorecards and proof-of-value pilots.
• 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.
• Build role-based playbooks, prompt libraries, templates, micro-learning, and manager toolkits.
• Measure the adoption and impact of AI and vendor solutions to inform future investments and promotion of tools.
• Maintain an Approved AI Vendor Catalog with lifecycle statuses and associated guardrails/model cards.

Benefits

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