Data & Platform Manager

Texas Capital Bank is looking for a Product Manager to join our CRM Product Organization. This role is responsible for translating enterprise CRM strategy into actionable domain and value-stream roadmaps, managing senior business stakeholders, and ensuring every release delivers measurable business value. The Product Manager sits between strategic intent and execution — owning end-to-end process design for assigned domains, driving investment prioritization, and coaching Product Owners and Product Leads to elevate overall team performance. This is a high-visibility, high-accountability role for an experienced product professional who thrives at the intersection of business strategy, technology delivery, and stakeholder alignment.

Product Vision & Strategy

• Translate the enterprise CRM vision into clear, executable domain and value-stream strategies

• Maintain a deep understanding of business priorities and technology capabilities to inform product direction

• Partner with the Product Director to align domain strategy to multi-year enterprise roadmap goals

• Articulate the 'why' behind product decisions to stakeholders, delivery teams, and executive audiences

Roadmap Ownership

• Own the domain or value-stream roadmap end-to-end, including sequencing, dependencies, and milestones

• Ensure roadmap priorities reflect a balanced view of business value, technical risk, and delivery capacity

• Maintain roadmap currency and communicate changes proactively to senior stakeholders and delivery teams

• Collaborate with Product Owners to bridge domain roadmap intent to sprint-level execution

Investment & Priority Decisions

• Recommend prioritization decisions based on business value, risk exposure, and delivery feasibility

• Develop and maintain a structured business case framework to support investment decisions

• Engage with senior stakeholders to validate priorities and secure alignment on trade-off decisions

• Monitor value delivery against investment expectations and adjust priorities accordingly

Stakeholder & Executive Management

• Serve as the primary relationship owner for senior business stakeholders across assigned domains

• Facilitate regular business reviews, roadmap updates, and escalation resolution with senior leaders

• Build strong, trust-based partnerships with technology, data, architecture, and compliance teams

• Represent the product organization in cross-functional forums and strategic planning sessions

Business Process Ownership

• Own end-to-end process design for CRM domains under management

• Ensure process designs align to enterprise standards while meeting line-of-business operational needs

• Identify and drive process improvement opportunities surfaced through delivery, data analysis, or stakeholder feedback

• Partner with operational SMEs and business analysts to document and validate process designs

Delivery Accountability

• Accountable for delivery outcomes across releases within assigned domains

• Monitor delivery health across Product Owner-led sprint teams and escalate risks proactively

• Ensure release readiness through milestone tracking, scope management, and cross-team coordination

• Review and accept release-level deliverables to confirm alignment to strategic intent

Backlog Management

• Oversee backlog health, alignment, and quality across owned domains

• Define backlog grooming standards and ensure Product Owners maintain prioritized, actionable queues

• Provide strategic direction on feature prioritization and backlog sequencing

• Validate that backlog items reflect the right level of business, technical, and compliance detail

Data & Platform Stewardship

• Ensure domain deliverables align to enterprise data and architecture standards

• Champion data quality, platform governance, and scalability considerations in all product decisions

• Partner with data and architecture teams to review and approve data design decisions

• Escalate systemic data quality or platform compliance issues to the Product Director

Risk, Controls & Compliance

• Ensure product requirements address applicable risk, control, and compliance obligations

• Partner with Legal, Compliance, and Risk teams to identify and resolve regulatory requirements

• Monitor delivery to confirm that controls are properly embedded into features and user acceptance criteria

• Represent the product team in regulatory, audit, and controls review forums as needed

Change, Adoption & Enablement

• Own the release-level enablement plan including training, communication, and adoption milestones

• Measure and track feature adoption post-launch and drive corrective action where adoption falls short

• Partner with change management resources to ensure business readiness for each release

• Build success metrics for enablement and report outcomes to senior stakeholders

People & Team Leadership

• Coach, mentor, and develop Product Owners and Product Leads within the CRM product organization

• Conduct regular one-on-ones, provide actionable feedback, and support career growth planning

• Foster a high-performance team culture rooted in accountability, transparency, and continuous improvement

• Identify skill gaps within the team and partner with the Product Director on development strategies

Success Metrics & Outcomes

• Track value realization across releases and report on KPIs tied to business outcomes

• Define domain-level success metrics in collaboration with business stakeholders and the Product Director

• Establish a regular cadence for outcome reporting and communicate results clearly to executive audiences

• Leverage delivery and adoption data to refine prioritization and inform future roadmap decisions

• 7+ years of experience in product management, business strategy, delivery leadership, or a related role

• Bachelor's degree in Business, Technology, Finance, or a related field — or equivalent professional experience; MBA preferred

• Demonstrated experience managing CRM products or platforms; Salesforce experience strongly preferred

• Proven track record of owning a product roadmap and delivering outcomes against strategic business objectives

• Experience managing senior stakeholder relationships across business and technology organizations

• Strong analytical skills with the ability to build business cases, interpret KPIs, and drive data-informed decisions

• Excellent verbal and written communication skills — able to influence and present to executive audiences

• Deep understanding of Agile/Scrum delivery methodologies and experience leading cross-functional product teams

• Working knowledge of data architecture, platform integrations, and enterprise technology ecosystems

• Familiarity with risk, compliance, and regulatory requirements in a banking or financial services environment

• Experience with Salesforce Financial Services Cloud (FSC), including data model and workflow design

• Prior experience in financial services — banking, wealth management, commercial lending, or capital markets

• Familiarity with financial services regulatory frameworks (e.g., BSA/AML, KYC, Reg E, FINRA)

• Experience leading product delivery for relationship banking, treasury management, or wealth management platforms

• Exposure to Salesforce platform governance — org strategy, permission model, integration patterns

• Salesforce certifications such as Salesforce Certified Administrator, Platform App Builder, or Business Analyst

• Experience with enterprise data governance frameworks and master data management (MDM) concepts

• Track record of building and developing high-performing product teams

The duties listed above are the essential functions, or fundamental duties within the job classification.  The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.