Product Manager - Sales & AI
Location: Location: Hybrid - Irvine, CA
Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.
Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!
We are seeking a Product Manager - Sales & AI with proven mortgage industry experience to own the development and integration of enterprise systems driving sales enablement and AI strategy. This role is accountable for end-to-end delivery of Salesforce, telephony, custom applications, loan origination systems, and all AI initiatives across the organization.
The ideal candidate combines technical fluency with strategic product thinking, excels at stakeholder management, and delivers measurable business outcomes through Agile development, AI implementation, and data-driven decision-making. Mortgage Experience and Salesforce are required.
Key Responsibilities:
AI Strategy & Ownership
- Own all AI initiatives: Maintain AI inventory and the Strategic Roadmap for all Corporate Initiatives
- Lead monthly AI governance reviews assessing model performance, new model impacts, vendor effectiveness, and compliance
- Evaluate and integrate new AI models with thorough impact assessments and regression testing
- Own AI compliance across state regulations and lending laws, partnering with legal to ensure regulatory adherence
- Implement AI quality assurance framework including regression testing protocols for all models and vendors
Product Ownership & Sales Enablement
- Own product backlog for Salesforce, telephony, AI tools, and Loan Origination System integrations
- Apply prioritization frameworks (WSJF, RICE, MoSCoW) focused on growth, profitability, and sales enablement
- Identify and drive opportunity enablers equipping sales teams to grow market share
- Lead full project lifecycle delivering tools that streamline sales workflows, reduce administrative burden, and increase win rates
- Design AI-powered solutions that create competitive marketplace advantages
- Define and track KPIs emphasizing sales productivity, conversion rates, market share growth, and revenue impact
Stakeholder Collaboration & Execution
- Partner directly with sales teams and leadership to translate needs into scalable solutions driving performance
- Conduct regular sessions identifying pain points, market opportunities, and ensuring alignment with strategic growth objectives
- Collaborate across marketing, operations, IT, legal, and compliance for cross-functional alignment
- Work closely with engineering, QA, AI/ML teams, and vendors to coordinate delivery and drive improvement
- Lead monthly AI governance meetings reviewing strategic roadmap, vendor performance, and compliance status
Vendor & Integration Management
- Drive system integrations through API planning and data mapping ensuring reliable sales operations
- Negotiate AI vendor relationships ensuring optimal value delivery
Compliance & Quality Assurance
- Establish comprehensive AI testing protocols and regression testing for consistent model performance
- Maintain governance frameworks monitoring AI performance, bias detection, and ethical usage
- Document all AI implementations supporting regulatory reviews and compliance audits
User Enablement & Innovation
- Lead training, documentation, and change management for sales teams adopting new tools and AI capabilities
- Stay informed on emerging AI technologies and best practices to identify growth opportunities
- Evaluate new AI models monthly, assessing business impact and competitive positioning
Required Qualifications:
- 4+ years as Product Manager/Technical Product Manager with enterprise systems and sales enablement focus
- Mortgage experience required
- Salesforce experience required
- AI technologies experience: AI vendor management, implementation, compliance, and QA testing
- Direct experience with sales teams delivering solutions that improve effectiveness and revenue growth
- Proven ability to drive opportunity enablers that grow market share and competitive positioning
- Proficiency in prioritization frameworks (WSJF, RICE, MoSCoW) with demonstrated ability to prioritize based on growth and profitability
- Experience with call center platforms, custom applications, and Loan Origination Systems
- Strong understanding of API integrations (RESTful APIs, middleware, data synchronization)
- Proficient in SQL and relational databases for data analysis and decision-making
- Agile project management experience
- Vendor relationship management and contract negotiation experience
- Knowledge of AI governance frameworks, model testing, and compliance in regulated industries
- Excellent communication skills translating complex technical and AI concepts for non-technical audiences
- Highly organized with track record managing multiple priorities in fast-paced environments
- Proven track record implementing sales enablement and AI solutions that measurably improve performance
- Experience organizing enterprise-wide AI initiatives and frameworks
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
- Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
- 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
- Multiple PPO Medical Plans, as well as HDHP eligible plan.
- Dental Coverage
- Vision Coverage
- Company Paid Life Insurance
- 401K with a generous employer match
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- Free Legal Services
- Employee Loan Program
Top Skills
What We Do
Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.
Mission:
Our mission we help our customers protect what they care about and achieve their financial goals.
Vision:
For every customer a financial future imagined, planned, and secured.
Values:
1. We exist for our customers
2. We act with integrity
3. We are innovative
4. We are accountable for results
5. Together we achieve greatness.
Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.
