Product Manager CRM - Salesforce

About ClearBank

ClearBank is the UK’s first purpose-built clearing bank in over 250 years. We’re transforming the banking infrastructure landscape with a cloud-native platform that enables fintech’s, banks, and regulated institutions to deliver real-time, secure, and scalable financial services.

Role Overview

We’re looking for a commercially minded Product Manager to own and scale our Growth CRM capability across the full revenue lifecycle. In this role, you’ll define and deliver a CRM strategy that drives measurable growth, supports our expansion plans, and enables our commercial teams to operate at pace in a regulated environment.

What you will do

• Define the Growth CRM strategy and roadmap by deeply understanding current commercial performance, business goals and expansion plans across markets, segments and products.

• Partner with Sales, RevOps and Operational teams to identify, prioritise and deliver CRM capabilities that generate the highest return on investment and enable the organisation to scale at pace.

• Translate business needs into product outcomes by working with cross‑functional teams to define clear requirements, business cases and product iterations, explicitly articulating the expected commercial and operational impact of each release.

• Design effective solutions with Engineering and Design (UX/UI), ensuring complex business problems are translated into intuitive, scalable CRM solutions and a well‑structured, prioritised engineering backlog.

• Own delivery end-to-end, including discovery, requirements definition, design, delivery, tradeoff management, risk mitigation, release management and driving user adoption postlaunch.

• Continuously optimise the revenue lifecycle, identifying opportunities across lead‑to‑quote, quote‑to‑cash and onboarding journeys to improve conversion, efficiency and customer experience.

• Act as a senior stakeholder partner, clearly communicating how CRM product development drives business objectives and shaping strategic conversations through data‑led insights.

What you will bring

• A proven track record of driving commercial impact through CRM product development, with demonstrable influence on metrics such as revenue, CAC, margin, LTV and conversion rates—ideally within a B2B environment.

• 3–5+ years’ experience building and evolving products across the revenue lifecycle, including CRM, CPQ and related revenue systems.

• Strong hands‑on understanding of Salesforce as a CRM platform, including its wider ecosystem and how it can be leveraged to support complex commercial processes.

• Experience working with long sales and onboarding cycles within a regulated environment, with a clear understanding of where CRM capabilities can unlock growth and efficiency.

• Experience delivering transformation across the quote‑to‑cash process, aligning commercial, operational and technical teams around shared outcomes.

• Excellent communication and stakeholder‑management skills, with the ability to influence at all levels, particularly senior stakeholders, and clearly articulate how CRM investment supports strategic business goals.

Highly desirable

• Experience working within financial services or another regulated industry.

• Experience operating in a high‑pace environment, such as a fast‑growing scale‑up, consulting background, or transformation‑heavy organisation.

What makes a great ClearBank Product Manager

• You are outcome‑driven and commercially minded, focusing on solving the right problems to deliver tangible business value.

• You are comfortable with ambiguity and pace, balancing speed with quality and knowing when “done is better than perfect”.

• You collaborate openly, value diverse perspectives and put team success above individual ownership.

• You continuously seek feedback, learn fast and adapt your approach to maximise impact.

A little bit more about us! 

ClearBank is Where You Can belong: 

At ClearBank we think about Diversity, Equity and Inclusion (DE&I) a lot. Not because we think we should. But because we know we should – how else can we build a happy workforce and be successful as a business. We’re committed to making sure our teams reflect society. And we put energy and effort into making this a place where everyone feels at home, where they’re given the trust and encouragement to do their very best work. Here are some of the things we’re most proud of: 

• 42% of our senior management roles are held by women 

• Our enhanced family leave policies

• Launching our partnership with Code First Girls 

• Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group 

Our hiring process and what you can expect:

Application: a member of our talent acquisition team will review your application against the key requirements for the role and let you know within two weeks whether you’re moving forward to the next stage; 

Screening: You’ll spend 30-45 minutes speaking to one of our recruiters learning more about the role and ClearBank, and we’ll get it know more about you, your experience and how your skills align with the role (this will be via phone or Teams video call). You can expect to hear back from us within seven days following this meeting (if things are taking longer than expected, we’ll let you know that too); 

First Interview: You’ll spend one hour with a member of our hiring team focusing on your skills, competencies and your ways of working at the same time we’ll give you time to ask more questions about the role, the team and learn more about the ClearBank culture. This will be via Teams.  

Second Interview: This will be a competency-based interview with one or more members of our team.

Final Stage: You will have a final meeting with the Head of Department. This will be around 45-60 minutes.  

Offer: Congratulations! Get ready to transform banking forever! 

Our commitment to you as a candidate: 

We will always try our best to get back to you within seven days of your interview whether you’ve been successful or not and provide you with feedback. Sometimes things take a little longer, so we may not have a decision to share but we will get it touch to let you know we need a little more time.  

We’re unable to provide specific individual feedback at the application or screening stage but know that your application was reviewed and considered carefully.  

We wish you the best of luck with your application and maybe we’ll be celebrating your new role at ClearBank soon!  

Equal Opportunities

ClearBank is committed to ensuring equal opportunities throughout every stage of the recruitment process. ClearBank recognises that diversity is vital to the long-term success of the business in the communities and markets in which it operates. ClearBank is also a firm believer that an inclusive culture fosters greater employee engagement and collaboration. 

ClearBank strives for diversity and inclusion of all forms, including (but not limited to): gender, age, educational and professional background, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief and sexual orientation. 

As part of the Company’s commitment to equ