CRM Project Manager / Business Analyst

CRM and Analytics Team Overview | The CRM and Analytics team is a highly strategic and cross-functional team responsible for leading the firm’s global digitalization effort. This initiative, spanning all client-facing business units and corporate functions, will drive innovation and strategic change through technology, data science, and deep analytics. The team partners with key business leaders and industry experts to build transformational technology to drive revenue, maximize efficiency, and optimize the allocation of resources. The CRM and Analytics team is at the forefront of Jefferies’ cloud initiative, leveraging best-in-class cloud-based technologies to replace legacy on-premises solutions to provide intelligent trend insights, actionable opportunities, decision support, and transparency into all client and business-related activities.

Role Overview | We are seeking a dynamic and bilingual (English/Japanese) Product Manager to lead the rollout, training, and adoption of Madison platform across our APAC offices. This role blends product ownership with hands-on enablement, ensuring that local teams are equipped, engaged, and empowered to fully leverage Madison’s capabilities.

Key Responsibilities:

Product Management

• Serve as the local product owner for Madison in Japan, aligning regional needs with global product strategy.
• Collaborate with cross-functional teams (engineering, design, compliance, and sales) to define and prioritize features relevant to the Japanese market.
• Manage feedback loops from APAC-based users and translate them into actionable product enhancements.
• Identify opportunities to leverage AI, automation, and predictive analytics within Madison CRM to enhance client insights and sales effectiveness in APAC.
• Partner with legal and compliance teams to ensure Madison features meet regional data privacy, financial reporting, and client communication standards.
• Own the end-to-end planning and execution of feature launches in APAC, including UAT, feedback collection, and phased deployment.

Training & Adoption

• Design and deliver tailored onboarding programs, teach-ins, and refresher sessions for sales, research, and operations teams in APAC.
• Develop localized training materials, including user guides, walkthroughs, and video tutorials.
• Partner with APAC stakeholders to drive adoption metrics and usage reporting, ensuring tools are intuitive and valuable to end users.

Stakeholder Engagement

• Act as the primary liaison between APAC-based users and the global Madison team.
• Facilitate feedback sessions, surveys, and postmortems to continuously improve user experience and campaign effectiveness.
• Represent Japan in global governance forums and roadmap discussions.

Qualifications:

• 5+ years of experience in product management, CRM systems, or enterprise software.
• Experience in or exposure to Investment Banking, Fixed Income, or Equities businesses is preferred
• Proven track record of driving user adoption and training programs, preferably in a financial services environment.
• Strong understanding of CRM workflows, especially in sales, research, and client engagement contexts.
• Excellent communication and presentation skills in both English and Japanese.
• Experience with Salesforce, Madison CRM, or similar platforms is a plus.
• Familiarity with APAC market dynamics and cultural nuances in enterprise software adoption.

Preferred Attributes:

• Empathetic and user-centric mindset with a passion for enabling others.
• Analytical and data-driven approach to measuring adoption and identifying friction points.
• Comfortable working across time zones and collaborating with global teams.

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.