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Unison is seeking a Senior Product Manager to own the operations technology platform that powers the company's lending, servicing, and customer experience business. This role has broad ownership of the Salesforce ecosystem—including core CRM, workflow automation, the integration layer connecting Salesforce to origination and servicing systems, Marketing Cloud, and emerging AI agents.
You will define the roadmap and prioritization for operations technology across the entire platform. Key responsibilities include mapping end-to-end operational workflows and leading improvements across account management, application processing, underwriting, funding, and servicing, with a focus on eliminating manual handoffs through better orchestration, approval processes, routing rules, and document generation. You'll partner with marketing to enhance customer engagement journeys using Marketing Cloud while ensuring proper user consent and preference management for SMS and email. You'll identify high-impact opportunities for AI agents in case deflection, agent-assist summarization, next-best-action routing, and document intake, then lead efforts to define grounding data, guardrails, human-in-the-loop checkpoints, and success metrics.
You'll work cross-functionally with stakeholders across Operations, Underwriting, Fulfillment, Servicing, Customer Service, Marketing, and Compliance to understand needs, refine requirements, and prioritize competing demands. You'll translate business requirements into well-defined user stories with clear acceptance criteria and run agile delivery with Salesforce developers, admins, and platform engineering teams. You'll establish metrics, instrument them, and iterate based on results. You'll also identify new technology opportunities and lead build-versus-buy-versus-configure decisions, communicating trade-offs clearly to keep business priorities and technical delivery aligned.
Unison is a San Francisco-based fintech company pioneering a new way to own homes. Rather than debt-based financing, Unison's Agreement allows homeowners to access equity flexibly with no monthly payments or interest. The company has expanded to 30 states, surpassed $5B in real estate investments, and partnered with over 7,000 customers. Recent recognition includes Deloitte Technology Fast500 awards (two years running) and inclusion in Forbes Fintech50.
The position is hybrid with a requirement of 3 full days per week in the Omaha, NE office.
**Requirements:**
- 4–7+ years of product management experience with demonstrated success building internal tools, business systems, or B2B SaaS products
- Deep, hands-on Salesforce experience and understanding of the data model, security, and sharing (Salesforce certifications a plus)
- Real integration fluency: REST APIs, webhooks, middleware (MuleSoft, Workato, Tray, or similar), and event-driven architecture; ability to read API specs and hold credible design conversations with engineers
- Proven track record in workflow automation and process design, process mapping, SLA definition, and documented, measurable reductions in cycle time or manual effort
- Experience with Marketing Cloud lifecycle journeys, segmentation, consent and preference management, and compliance constraints on outbound email and SMS
- Direct experience in loan origination, mortgage lending, servicing, or adjacent financial services, with working understanding of compliance requirements and industry workflows
- Proven ability to thrive in ambiguity and fast-paced environments where business priorities shift frequently, making data-driven decisions with incomplete information
- Hands-on experience running agile delivery: writing user stories, grooming backlogs, leading sprint planning and retrospectives with focus on iterative delivery
- Comfort with SQL or report-builder proficiency and experience building dashboards to size problems and verify shipped changes
- Experience working with business stakeholders at all levels, translating operational pain points into product requirements and managing expectations through clear communication
