Sr. Product Manager, Engagement Management Journey

The Sr. Product Manager, Engagement Management Journey is an individual contributor responsible for defining and advancing the strategy for engagement intelligence within the FAS Sales Product suite. This position centers on capturing, analyzing, and operationalizing insights from sales engagements-across phone, virtual, and in person channels. It also requires familiarity with CRM systems to ensure alignment between engagement data, client profiles, and opportunity records.

A major accountability of this role is making build, buy, or hybrid decisions as new capabilities are added to the Engagement Management ecosystem. The role involves continuously evaluating what should be built in house, what should leverage vendor tools, and where hybrid solutions create the best value.

You will partner closely with cross functional teams to deliver intuitive, high performing solutions that increase sales effectiveness, improve follow up consistency, and strengthen the quality of interactions with advisors and prospects.

Shape the Future of Engagement Intelligence at Vanguard

At Vanguard, our sales channels are at the heart of how we empower our Financial Advisor Services (FAS) sales crew. As the sales landscape evolves, we see significant opportunities to transform how sales executives capture insights from client and prospect engagements-whether by phone, virtual meeting, or in-person conversation. We're seeking an Sr. Product Manager, Engagement Management Journey who will own the Engagement Intelligence and Post-Engagement Follow-Up workflows across the Sales Product ecosystem, modernizing how sales executives document interactions, extract insights, and take informed next steps.

This role plays a critical part in shaping a digital-first sales experience, ensuring that engagement workflows are intuitive, insight-rich, and seamlessly connected to the broader Sales Product suite.

Role Overview

The Sr. Product Manager, Engagement Management Journey is an individual contributor responsible for defining and advancing the strategy for engagement intelligence within the FAS Sales Product suite. This position centers on capturing, analyzing, and operationalizing insights from sales engagements-across phone, virtual, and in-person channels. It also requires familiarity with CRM systems to ensure alignment between engagement data, client profiles, and opportunity records.

A major accountability of this role is making build, buy, or hybrid decisions as new capabilities are added to the Engagement Management ecosystem. The role involves continuously evaluating what should be built in-house, what should leverage vendor tools, and where hybrid solutions create the best value.

You will partner closely with cross-functional teams to deliver intuitive, high-performing solutions that increase sales effectiveness, improve follow-up consistency, and strengthen the quality of interactions with advisors and prospects.

Key Responsibilities

Own & Optimize Engagement Management Workflows

• Own the strategy, roadmap, and performance of Engagement Intelligence capabilities.
• Improve workflows that capture key details from sales calls, virtual meetings, and in-person interactions.
• Ensure that insights from engagements flow seamlessly into CRM and downstream workflows.

• Strengthen follow-up processes, including documenting next steps, triggering tasks, and surfacing recommended actions.
• Improve the consistency, quality, and timeliness of post-engagement follow-up in sales tools.
• Ensure follow-up workflows are intuitive, reduce administrative burden, and enhance sales executive readiness.

• Evaluate market solutions, internal capabilities, and hybrid approaches for new features.
• Develop recommendations and business cases for whether to build internal tools, integrate vendor platforms, or pursue combined approaches.
• Ensure decisions balance usability, scalability, cost, and time-to-value.

• Ensure Engagement Management workflows complement and enhance data flows in CRM systems.
• Collaborate with CRM teams to integrate engagement data with client records, opportunities, and activity management.

• Improve the quality and completeness of engagement documentation.
• Increase the speed and consistency of post-engagement follow-up.
• Enhance overall sales readiness and support stronger sales interactions.

• Partner with product, technology, UX, sales, compliance, and strategy teams to align capabilities with business goals.
• Support training, rollout readiness, and change management for new Engagement Management capabilities.

• Promote user-centric design thinking and rapid experimentation to validate concepts and accelerate learning cycles.

• 7-10 years of digital product management experience, preferably within sales, CRM, analytics, or workflow-heavy systems.
• Experience with data-driven or workflow-heavy enterprise tools.
• Demonstrated ability to make build vs. buy vs. hybrid decisions for enterprise capabilities.
• Track record of optimizing workflows, improving UX, and enhancing performance in enterprise tools.
• Strong analytical, communication, and collaboration skills.
• Familiarity with Agile/Scrum methodologies.
• Minimum 10 years of experience in product management or digital strategy roles. At least 3 years leading large cross-functional teams on major organizational projects preferred.
• Bachelor's degree (B.E./B.Tech/B.A./B.Sc.) in Business, Computer Science, Engineering, or related field required; Master's degree (MBA or equivalent) preferred.
• Good to have skills in digital product lifecycle management, market analysis, customer experience design, and stakeholder management. Strong capability in data-driven decision-making, product innovation, and cross-functional collaboration.
• Proficiency in tools such as Jira, Confluence, Aha!, and data analytics platforms (e.g., Tableau, Power BI) is preferred.
• Excellent verbal and written communication, critical thinking, and strategic planning abilities.
• Any of the following certifications are preferred: Certified Scrum Product Owner (CSPO), Pragmatic Institute Product Management Certification, SAFe Product Owner/Product Manager (POPM).
• Ability to thrive in fast-paced environments, balancing multiple priorities while delivering high-impact results.

• Holistic thinker with a passion for modernizing digital sales processes.
• Proactive problem solver who thrives in dynamic, fast-paced environments.
• Comfortable influencing without authority and driving adoption of new workflows.
• Committed to enabling sales teams and delivering measurable business outcomes.