
Product Owner – CRM, WhatsApp, Omnichat
Posted Sep 11

Posted Sep 11
This is a fully remote position, open to applicants in Brazil.
• Spearhead the development and enhancement of CRM operations through WhatsApp, incorporating Dito, Omnichat, and store functionalities.
• Ensure the successful implementation of technology, design of processes, team engagement, and achievement of commercial outcomes.
• Take ownership of the project from inception to scaling.
• Create and monitor timelines, milestones, stakeholders, and interdependencies.
• Oversee the backlog, assess risks, set priorities, and determine go/no-go criteria.
• Collaborate with CRM, IT, BI, Retail, Dito, and Omnichat teams.
• Supervise system integrations and ascertain functional requirements.
• Prepare for testing, user acceptance testing, and production environments.
• Coordinate the testing of workflows, queues, outbound communications, data, and measurement systems.
• Guarantee the technological preparedness of pilot stores.
• Develop workflows for customer service, customer assignment, campaigns, distribution, and customer transfers.
• Establish policies for queue management, capacity, and customer service SLAs.
• Design chatbot interaction flows and escalation protocols for human assistance.
• Organize usage guidelines and exception handling procedures.
• Develop a responsibility matrix that encompasses the PO, CRM, IT, store managers, and sales personnel.
• Define operational management and monitoring practices.
• Hold weekly meetings with stores and involved teams.
• Produce materials, processes, and training for store managers and sales staff.
• Track tool usage and adherence to processes.
• Tackle challenges related to adoption and enhancement requirements.
• Generate daily operational performance reports.
• Organize comparisons between pilot and control stores.
• Monitor contact volume, active customer counts, productivity, conversion rates, and revenue.
• Create a financial results matrix and evaluate incremental revenue.
• Oversee the pilot budget.
• Estimate platform, messaging, user, and infrastructure expenses for future expansion.
• Construct the business case and ROI analysis to facilitate scaling decisions.
• Identify opportunities for improvement based on pilot insights.
• Prioritize new customer journeys, automations, guidelines, and integrations.
• Maintain the roadmap for solution evolution.
• Recommend scaling, adjustments, or discontinuation of initiatives based on performance outcomes.
• Proven experience in Product Ownership and/or Project Management, particularly in technology implementation projects and workflow development.
• Strong proficiency in project management, encompassing timelines, backlogs, RACI matrices, risk assessments, dependencies, priorities, and delivery tracking.
• Experience in discovery, requirements gathering, and process/journey design, effectively linking business needs to technical solutions.
• Capability to manage multidisciplinary projects that involve Business, Technology, CRM, Data, Retail, and external vendors.
• Background in implementation, training, and change management, ensuring user engagement with new processes and tools.
• Advanced skills in Excel/Google Sheets and PowerPoint, capable of developing controls, analyses, reports, and executive presentations.
• Familiarity with KPIs, budgeting, and business cases, including cost tracking, performance monitoring, and ROI assessments.
• Understanding of Agile methodologies and project management tools.
• Experience in physical retail operations, CRM, WhatsApp Business/API, omnichannel customer service, or projects involving store teams is advantageous.
• All of our positions are also open to individuals with disabilities.
• Remote work.
Allstate
Legends
SOFTSWISS
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