CRM Product Manager – Mortgage Brokerage
UK | Permanent
We’re working with a high‑growth mortgage brokerage and financial services business that’s investing heavily in its technology platform. They are now looking to appoint a CRM Product Manager to take ownership of their CRM system and shape how it supports advisers, case managers, and compliance teams across the mortgage journey.
This is a key hire, offering real product ownership and the chance to influence how a regulated brokerage operates day to day.
The Role
As CRM Product Manager, you’ll be responsible for the strategy, roadmap, and ongoing development of a CRM platform designed specifically for a mortgage brokerage environment. You’ll act as the bridge between the business and technical teams, ensuring the CRM delivers real value to brokers while meeting regulatory obligations.
You’ll work closely with senior stakeholders, advisers, operations, compliance, UX, and engineering teams to prioritise and deliver improvements that make a measurable impact.
Key Responsibilities
* Own and manage the CRM product roadmap aligned to business goals
* Gather requirements from mortgage advisers, administrators, and compliance teams
* Translate business needs into clear user stories and prioritised backlogs
* Ensure CRM functionality supports UK mortgage regulation and Consumer Duty
* Monitor CRM usage and performance to drive continuous improvement
* Act as the internal expert on how the CRM supports the end‑to‑end broker journey
About You
* Proven experience as a Product Manager / Product Owner working on a CRM or core business system
* Solid understanding of mortgage brokerage operations and adviser workflows
* Experience working in regulated financial services environments
* Strong stakeholder management and communication skills
* Comfortable working in Agile delivery teams
* Experience with platforms such as MS Dynamics, or bespoke CRMs (e.g. ACRE)
* Exposure to mortgage sourcing systems or lender integrations
* Experience improving operational efficiency through automation
* Data‑driven mindset with experience using product metrics
Why This Role?
* Opportunity to own a critical platform used daily by mortgage advisers
* Work with a business that genuinely values product and technology
* High visibility role with senior stakeholder exposure
* Competitive salary, benefits, and flexible working arrangements