Principal Product Manager, Home Loans Sales Intelligence Platform

<div class="content-intro"><p><a href="https://www.sofi.com/sofi-employee-applicant-privacy-notice/" target="_blank"><strong>Employee Applicant Privacy Notice</strong></a></p> <p><strong>Who we are:</strong></p> <div> <p>Shape a brighter financial future with us.</p> <p>Together with our members, we’re changing the way people think about and interact with personal finance.</p> <p>We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. <strong>Join us to invest in yourself, your career, and the financial world.</strong></p> </div></div><p><strong>The Role</strong></p> <p>SoFi is looking for a Principal Product Manager to lead the strategy, roadmap, and delivery of our home loans sales enablement team. This role is pivotal in transforming how our sales professionals, including Loan Officers, connect with SoFi members and manage relationships. </p> <p>Join us on the front lines of the Home Lending Product Platform transformation, where you will prioritize innovation, collaboration, and member-centricity to evolve our product delivery. You will be responsible for our CRM, dialer and routing platforms, focusing on solutions that optimize sales processes, improve client interactions, and drive efficiency in lead management, opportunity tracking, and loan origination. </p> <p>This role is inherently cross-functional—you will work closely with engineering, design, data science, user research, marketing, operations, finance, risk, legal, compliance and executive teams to set a product strategy, define, and prioritize features. You’ll play the critical role of bridging the technical and business worlds to deliver product enhancements that delight our members and drive our business forward. You will be expected to set ambitious goals, sweat the details and deliver with urgency.</p> <p> </p> <p><strong>What you’ll do</strong></p> <ul> <li>Define and execute a groundbreaking product vision for truly disruptive innovation that sets the industry standard, utilizing our Sales Engagement ecosystem.</li> <li>Lead the evaluation, testing, and rapid rollout of cutting-edge technologies, including AI and intelligent automation, to dramatically boost sales team capabilities, maximize throughput, and unlock sales capacity.</li> <li>Drive efficiency and effectiveness for our sales organization by architecting scalable, auditable, and hyper-reliable solutions that eliminate friction and simplify complex, high-stakes workflows.</li> <li>Own, define and prioritize the product backlog for your engineering squad, writing detailed requirements and partnering closely with developers.</li> <li>Deeply immerse yourself in the day-to-day realities of our Business and Sales teams to master their processes, translating complex operational needs into intuitive, high-performance tooling</li> <li>Engineer sales and relationship management processes to be fully automated, transparent, and resilient enough to scale exponentially alongside SoFi’s growth.</li> <li>Collaborate cross-functionally to align on requirements and timelines.</li> <li>Thrive in a high-velocity agile environment, making decisive trade-offs and delivering iteratively while maintaining laser focus on game-changing, long-term strategic objectives.</li> <li>Be a champion of SoFi’s values</li> </ul> <p> </p> <p><strong>What you’ll need</strong></p> <ul> <li>Bachelor’s degree or higher, ideally in a technical, finance, or quantitative field.</li> <li>7+ years of product management experience</li> <li>Demonstrated ability to translate complex sales workflows into simple, usable tools.</li> <li>Passion for delivering solutions that empower the sales force an ... (truncated, view full listing at source)