This role is responsible for managing the entire digital onboarding and sales funnel, from attracting visitors and converting them on landing pages to capturing leads, completing applications, onboarding customers, activating accounts, and driving cross-sell opportunities. The successful candidate will focus on optimizing the funnel by identifying drop-offs and friction points throughout the customer journey, leveraging data, customer insights, and experimentation to enhance performance. They will own the onboarding product vision and roadmap, prioritizing initiatives based on customer impact, commercial value, and strategic business goals. Collaboration with cross-functional teams including Product, Technology, UX, Marketing, Sales, Operations, Risk, and Compliance is essential to create integrated digital onboarding experiences across both digital and physical channels. Additionally, this role involves developing digital sales tools and insights that improve conversion rates, enable performance tracking, accelerate onboarding, and support cross-selling.
Key Responsibilities
- Own and optimize the end-to-end digital onboarding and sales funnel, ensuring smooth transitions from visitor acquisition to customer activation and cross-sell.
- Identify customer drop-offs, friction points, and opportunities for improvement using data analysis, customer insights, and experimentation.
- Develop and maintain the onboarding product vision and roadmap, prioritizing initiatives based on data-driven insights and strategic objectives.
- Collaborate closely with stakeholders across Product, Technology, UX, Marketing, Sales, Operations, Risk, and Compliance to deliver seamless and integrated onboarding journeys.
- Build and deploy digital sales capabilities and tools that enhance conversion rates, enable real-time performance tracking, and support cross-sell initiatives.
- Translate customer and business needs into clear product requirements, measurable outcomes, and continuous improvement initiatives.
- Deliver measurable improvements in funnel performance through experimentation and data-driven decision-making.
- Ensure alignment of the onboarding product roadmap with business goals and technology capabilities, continuously optimizing delivery.
Required Qualifications
- Demonstrated expertise in customer onboarding and conversion optimization, with a strong understanding of sales funnels, lead management, customer journeys, and drop-off analysis.
- Highly data-driven and commercially focused, capable of leveraging analytics, customer insights, experimentation, and KPIs to identify opportunities and drive measurable business results.
- Strong understanding of customer journey design and user experience, with the ability to simplify complex processes, reduce friction, and create seamless digital experiences.
- Proven stakeholder management and influencing skills, with experience working effectively across diverse teams including Product, Technology, Marketing, Sales, Operations, Risk, and Compliance within complex organizations.
- Solid Agile product delivery skills, including experience in roadmap management, prioritization, backlog grooming, requirements definition, and close collaboration with technology and delivery teams.
Preferred Qualifications and Benefits
While specific preferred qualifications and benefits were not explicitly outlined, candidates with a background in digital product management, particularly within financial services or similarly regulated industries, will find this role well-suited to their skills. The position offers the opportunity to lead impactful product initiatives that directly influence customer experience and business growth, working within a dynamic, cross-functional environment.
This role is ideal for a proactive, data-savvy product professional who thrives on driving customer-centric digital transformation and delivering measurable improvements in onboarding and sales conversion.