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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