Texas Capital Bank is looking for a Product Lead to join our CRM Product Organization. This role is an essential individual contributor at the execution layer of the product team - authoring user stories, supporting backlog refinement, and owning feature-level delivery within a sprint team. The Product Lead works closely with Product Owners to ensure stories are well-formed, feasibility inputs are grounded, and UAT activities are executed with precision. This is a high-growth role designed for emerging product professionals looking to develop toward a Product Owner career path.
Product Strategy & Roadmap- Understand and support the defined CRM product strategy across assigned feature areas
- Contribute features and enhancements to the product backlog aligned to domain roadmap priorities
- Provide effort estimates and feasibility inputs to assist in roadmap planning and prioritization
- Develop familiarity with the broader domain strategy to ensure story-level work is contextualized correctly
Backlog Management & Requirements- Author and continuously refine user stories with clear acceptance criteria
- Partner with Product Owners to ensure stories are sprint-ready ahead of planning ceremonies
- Maintain clear traceability between features, stories, and underlying business requirements
- Identify and flag ambiguity, gaps, or conflicts in requirements early in the delivery cycle
Delivery Accountability- Execute assigned features and stories through the full sprint lifecycle
- Track feature-level outcomes and surface blockers or delivery risks to the Product Owner
- Support sprint ceremonies including planning, reviews, and retrospectives
- Maintain accurate status of assigned work items within delivery tracking tools
Stakeholder & Partner Management- Work directly with operational subject matter experts (SMEs) to gather and validate requirements
- Serve as the day-to-day liaison between development teams and business SMEs for assigned stories
- Communicate progress, risks, and dependencies to Product Owners in a timely manner
- Support change adoption activities including UAT preparation and rollout coordination
Data, Platform & Compliance Standards- Flag data quality and usability issues identified during discovery, development, or testing
- Execute delivery within defined risk controls and compliance guardrails
- Adhere to enterprise platform and architecture standards within all assigned work
- Escalate data integrity concerns or platform governance issues to the appropriate stakeholders
People & Team Leadership- Operate as a highly engaged individual contributor committed to team success
- Actively seek feedback and coaching opportunities to accelerate professional development
- Contribute positively to team culture through collaboration, transparency, and accountability
- Support onboarding of new team members where applicable
Requirements- 3+ years of experience in business analysis, product support, delivery coordination, or a related role
- Bachelor's degree in Business, Technology, Finance, or a related field - or equivalent professional experience
- Experience working with CRM systems; Salesforce exposure preferred
- Demonstrated ability to write clear, well-structured user stories and acceptance criteria
- Familiarity with Agile/Scrum methodologies and sprint-based delivery
- Strong organizational skills with the ability to manage multiple concurrent story tracks
- Effective communicator with business and technical stakeholders
- Detail-oriented mindset with a commitment to quality and accuracy
- Familiarity with risk, controls, and compliance considerations in a regulated banking or financial services environment
Nice to Have- Experience with Salesforce Financial Services Cloud (FSC) or similar enterprise CRM platforms
- Prior experience in financial services - banking, wealth management, capital markets, or insurance
- Familiarity with financial services regulatory requirements (e.g., BSA/AML, KYC, Reg E)
- Exposure to product delivery in support of relationship banking, commercial lending, or wealth management
- Understanding of Salesforce platform basics - objects, fields, permission sets, and page layouts
- Salesforce Certified Administrator or Business Analyst certification (or willingness to pursue)
- Experience using Jira, Confluence, or similar Agile delivery tooling
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.
