Employee Applicant Privacy Notice

Who we are:

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

So Fi 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 So Fi 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 So Fi’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 So Fi’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

• Excellent communication skills

• 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 So Fi page!
So Fi 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.
New York applicants: Notice of Employee Rights
So Fi is committed to an inclusive culture. As part of this commitment, So Fi 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.