AVP/CRM Product Owner

WHO WE ARE:
TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members’ financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.

WHAT YOU’LL DO:
The CRM Product Owner is responsible for managing and enhancing TruStone’s Customer Relationship Management (CRM) platform to ensure it aligns with business needs, supports customer engagement strategies, and drives growth. This role serves as a vital bridge between business stakeholders, technology teams, and end-users, ensuring that the MRM platform supports TruStone’s strategy, mission, and vision. This position requires a strong leader who can collaborate effectively across all levels of the organization, including multiple departments and external vendors. The CRM Product Owner will work closely with the Microsoft Dynamics Developer and other stakeholders to define the CRM strategy and develop the product roadmap.

WHAT YOU’LL BRING:
Availability to work 40 hours per week Monday through Friday between the hours of 8:00am – 5:00pm at our Plymouth Corporate Office; exempt.

In addition:

• Bachelor’s degree in Business, Marketing, Computer Science, or related field, or equivalent relevant experience. 
• Expertise with CRM systems and platforms, preferably Microsoft Dynamics, including experience with system customization, integrations, and reporting. 
• Microsoft Dynamics certification required; if not certified upon hire, the incumbent will have 9 months to obtain the certification. 
• Product Owner certifications are a plus. 
• Understanding of data management and CRM analytics, including KPIs and metrics. 
• Familiarity with Power Platform (Power BI, Power Automate, Power Apps). 
• Familiarity with Agile/Scrum methodologies and backlog management tools (e.g., Jira, Azure DevOps). 
• Understanding of business process management (BPM) and technics such as process mapping and business dashboards. 
• Experience working and collaborating with cross-functional teams in a fast-paced, Agile environment. 
• Strong analytical and critical thinking skills, with the ability to translate complex business requirements into actionable product features. 
• Excellent communication and people skills, with the ability to collaborate effectively with stakeholders at all levels of the organization. 
• Ability to prioritize tasks effectively and manage multiple competing priorities. 
• Customer-focused mindset with a passion for delivering value and improving user experience. 
• Compliance with the Bank Secrecy Act and all its provisions. 
• Ability to pass all pre-employment drug tests and various background checks. 
• Responsible for regular and reliable attendance at the workplace

Responsible for regular and reliable attendance at the workplace

WHAT WE OFFER:

The salary range for this position is $74,000 to $91,500 per year. In addition, we offer: 

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents. 
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees). 
• Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks!

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.