Principal Product Manager, Home Loans Sales Intelligence Platform
Social Finance, Inc. (SoFi), Seattle, Washington, us, 98127
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You are now leaving the SoFi website and entering a third-party website. SoFi has no control over the content, products or services offered nor the security or privacy of information transmitted to others via their website. We recommend that you review the privacy policy of the site you are entering. SoFi does not guarantee or endorse the products, information or recommendations provided in any third party website. Principal Product Manager, Home Loans Sales Intelligence Platform
Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way.
Join us to invest in yourself, your career, and the financial world. The Role SoFi is looking for a Principal Product Manager to lead the strategy, roadmap, and delivery of our home loans sales enablement team. This role is pivotal in transforming how our sales professionals, including Loan Officers, connect with SoFi members and manage relationships. Join us on the front lines of the Home Lending Product & Platform transformation, where you will prioritize innovation, collaboration, and member-centricity to evolve our product delivery. You will be responsible for our CRM, dialer and routing platforms, focusing on solutions that optimize sales processes, improve client interactions, and drive efficiency in lead management, opportunity tracking, and loan origination. This role is inherently cross-functional—you will work closely with engineering, design, data science, user research, marketing, operations, finance, risk, legal, compliance and executive teams to set a product strategy, define, and prioritize features. You’ll play the critical role of bridging the technical and business worlds to deliver product enhancements that delight our members and drive our business forward. You will be expected to set ambitious goals, sweat the details and deliver with urgency. What you’ll do Define and execute a groundbreaking product vision for truly disruptive innovation that sets the industry standard, utilizing our Sales Engagement ecosystem. Lead the evaluation, testing, and rapid rollout of cutting-edge technologies, including AI and intelligent automation, to dramatically boost sales team capabilities, maximize throughput, and unlock sales capacity. Drive efficiency and effectiveness for our sales organization by architecting scalable, auditable, and hyper-reliable solutions that eliminate friction and simplify complex, high-stakes workflows. Own, define and prioritize the product backlog for your engineering squad, writing detailed requirements and partnering closely with developers. Deeply immerse yourself in the day-to-day realities of our Business and Sales teams to master their processes, translating complex operational needs into intuitive, high-performance tooling Engineer sales and relationship management processes to be fully automated, transparent, and resilient enough to scale exponentially alongside SoFi’s growth. Collaborate cross-functionally to align on requirements and timelines. Thrive in a high-velocity agile environment, making decisive trade-offs and delivering iteratively while maintaining laser focus on game-changing, long-term strategic objectives. Be a champion of SoFi’s values What you’ll need Bachelor’s degree or higher, ideally in a technical, finance, or quantitative field. 7+ years of product management experience Demonstrated ability to translate complex sales workflows into simple, usable tools. Passion for delivering solutions that empower the sales force and enhance client relationships. Strong understanding of mortgage processes and CRM technology to create a seamless pre-purchase and purchase experience. Familiarity with mortgage and HELOC regulatory frameworks and comfort partnering closely with Legal and Compliance Strong analytical and data-driven mindset; able to dive into financial and operational metrics. Experience owning end-to-end product delivery, from discovery through launch and iteration. High bias for action and ownership—comfortable operating in ambiguous, cross-functional environments. Nice to have Direct experience at a mortgage or HELOC broker, correspondent lender, or fintech home lending platform Experience working closely with licensed sales or operations teams Experience working with sales and operations leaders, compliance teams, and executive stakeholders. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our
Benefits at SoFi
page! Pay range: $163,200.00 - $280,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. Pay range: $163,200.00 - $280,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. Apply for this position
Principal Product Manager, Home Loans Sales Intelligence Platform Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, evaluation of your creditworthiness, years of professional experience, income, and a variety of other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions.
SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE.
Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # 696891. (
www.nmlsconsumeraccess.org
) ✝︎ To check the rates and terms you qualify for, SoFi conducts a soft credit pull that will not affect your credit score. However, if you choose a product and continue your application, we will request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull and may affect your credit.
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If so, you are in the right place! Get started by entering your personal confirmation number below. Confirmation # Confirmation # invalid Leaving SoFi Website
You are now leaving the SoFi website and entering a third-party website. SoFi has no control over the content, products or services offered nor the security or privacy of information transmitted to others via their website. We recommend that you review the privacy policy of the site you are entering. SoFi does not guarantee or endorse the products, information or recommendations provided in any third party website. Principal Product Manager, Home Loans Sales Intelligence Platform
Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way.
Join us to invest in yourself, your career, and the financial world. The Role SoFi is looking for a Principal Product Manager to lead the strategy, roadmap, and delivery of our home loans sales enablement team. This role is pivotal in transforming how our sales professionals, including Loan Officers, connect with SoFi members and manage relationships. Join us on the front lines of the Home Lending Product & Platform transformation, where you will prioritize innovation, collaboration, and member-centricity to evolve our product delivery. You will be responsible for our CRM, dialer and routing platforms, focusing on solutions that optimize sales processes, improve client interactions, and drive efficiency in lead management, opportunity tracking, and loan origination. This role is inherently cross-functional—you will work closely with engineering, design, data science, user research, marketing, operations, finance, risk, legal, compliance and executive teams to set a product strategy, define, and prioritize features. You’ll play the critical role of bridging the technical and business worlds to deliver product enhancements that delight our members and drive our business forward. You will be expected to set ambitious goals, sweat the details and deliver with urgency. What you’ll do Define and execute a groundbreaking product vision for truly disruptive innovation that sets the industry standard, utilizing our Sales Engagement ecosystem. Lead the evaluation, testing, and rapid rollout of cutting-edge technologies, including AI and intelligent automation, to dramatically boost sales team capabilities, maximize throughput, and unlock sales capacity. Drive efficiency and effectiveness for our sales organization by architecting scalable, auditable, and hyper-reliable solutions that eliminate friction and simplify complex, high-stakes workflows. Own, define and prioritize the product backlog for your engineering squad, writing detailed requirements and partnering closely with developers. Deeply immerse yourself in the day-to-day realities of our Business and Sales teams to master their processes, translating complex operational needs into intuitive, high-performance tooling Engineer sales and relationship management processes to be fully automated, transparent, and resilient enough to scale exponentially alongside SoFi’s growth. Collaborate cross-functionally to align on requirements and timelines. Thrive in a high-velocity agile environment, making decisive trade-offs and delivering iteratively while maintaining laser focus on game-changing, long-term strategic objectives. Be a champion of SoFi’s values What you’ll need Bachelor’s degree or higher, ideally in a technical, finance, or quantitative field. 7+ years of product management experience Demonstrated ability to translate complex sales workflows into simple, usable tools. Passion for delivering solutions that empower the sales force and enhance client relationships. Strong understanding of mortgage processes and CRM technology to create a seamless pre-purchase and purchase experience. Familiarity with mortgage and HELOC regulatory frameworks and comfort partnering closely with Legal and Compliance Strong analytical and data-driven mindset; able to dive into financial and operational metrics. Experience owning end-to-end product delivery, from discovery through launch and iteration. High bias for action and ownership—comfortable operating in ambiguous, cross-functional environments. Nice to have Direct experience at a mortgage or HELOC broker, correspondent lender, or fintech home lending platform Experience working closely with licensed sales or operations teams Experience working with sales and operations leaders, compliance teams, and executive stakeholders. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our
Benefits at SoFi
page! Pay range: $163,200.00 - $280,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. Pay range: $163,200.00 - $280,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. Apply for this position
Principal Product Manager, Home Loans Sales Intelligence Platform Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, evaluation of your creditworthiness, years of professional experience, income, and a variety of other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions.
SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE.
Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # 696891. (
www.nmlsconsumeraccess.org
) ✝︎ To check the rates and terms you qualify for, SoFi conducts a soft credit pull that will not affect your credit score. However, if you choose a product and continue your application, we will request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull and may affect your credit.
#J-18808-Ljbffr