Product Manager, Customer Relationship Management System

Description Blue Zones Health is seeking a Product Manager to own our CRM strategy and execution. You'll evaluate, configure, and evolve our CRM to meet the needs of our clinical services, sales/growth, and marketing teams as we scale. About the role: This is a hands-on product management role reporting to the Director of Product. You'll work cross-functionally to understand fragmented needs and build systems that serve our mission of delivering lifestyle medicine at scale. The scope may expand to other data systems as you demonstrate impact.

What You'll Do

• Own the CRM product roadmap by gathering requirements across clinical, sales, marketing, and operations teams
• Evaluate build vs. buy decisions and platform options for our CRM needs
• Configure and maintain CRM systems using low-code platforms, custom integrations, and automation tools
• Ensure data quality by eliminating duplicates, automating updates, and establishing data governance
• Design and implement integrations between the CRM and our broader data ecosystem
• Support multiple user groups with different workflows: prospect management for growth teams, member/patient tracking for clinical teams, provider network management

Dashboards & Reporting

• Design and maintain CRM dashboards tailored to each team's operational needs: pipeline visibility for growth, outreach and engagement tracking for clinical, and network coverage for provider relations
• Define and own a core set of CRM KPIs (conversion rates, outreach velocity, task completion, data completeness) and build reporting that surfaces them reliably
• Build automated reports and scheduled digests so stakeholders aren't dependent on ad hoc pulls
• Partner with the data team to connect CRM reporting to broader organizational analytics (e.g., Microsoft Fabric/SQL Server) where deeper analysis is needed
• Establish a reporting cadence and distribution process so leadership has consistent visibility without requiring manual effort

Team Training & Implementation

• Lead onboarding for all CRM user groups — clinical, growth, and operations — with role-specific training materials and workflows
• Create and maintain documentation (SOPs, field guides, quick-reference docs) that reduces dependency on ad hoc support
• Develop a feedback loop with power users to surface friction, drive adoption, and continuously improve the system
• Own change management for new features and configuration changes: communicate updates, train affected users, and monitor adoption
• Partner with team leads to identify low-adoption areas and design targeted interventions (additional training, workflow simplification, process changes)

Requirements

What you bring:

• Strong understanding of HIPAA requirements and PHI security practices
• Experience configuring CRM or low-code platforms (workflows, custom fields, automation, reporting)
• Comfort working with APIs and data integrations
• Ability to gather scattered requirements from multiple stakeholders and translate them into coherent solutions
• Bias toward action - you figure things out rather than waiting for perfect requirements
• Data-oriented mindset with attention to quality and accuracy

Nice To Have

• Healthcare or regulated industry experience
• Basic coding ability or experience with AI-assisted development
• Experience managing technical backlogs or working in agile environments

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