Remote Financial Planning Jobs in Rochester, NY (NOW HIRING)

The transition from Bosch to Radionix is now complete - providing a future-focused trajectory for our Radionix and Bosch product portfolios and exclusive benefits for our valued partners.  

The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and customers alike. The new Radionix vision - Mission control for your security - encapsulates our focus on empowering users with an intrusion system that seamlessly integrates every layer of security, from our intrusion system products to our G Series panels to our reimagined Remote Security Manger app. 

Fairport, NY is the headquarters for the Radionix sales & marketing organization in the United States and serves as the primary site for research and development, engineering, quality, and product management for intrusion detection systems, including state-of-the-art sensors, control panels, software, communications and more. 

The Commercial IT Product Owner is responsible for defining, prioritizing and delivering the roadmap for the commercial IT landscape. This includes CRM, customer portal, e-commerce, CPQ, marketing automation, customer data, analytics and the integrations that connect these platforms with ERP, finance, service and data platforms.

The role acts as the bridge between business stakeholders and IT delivery teams. It translates business ambitions into clear product roadmaps, capability increments, user stories, solution requirements and measurable business outcomes.

Scope of Ownership: 

• CRM: HubSpot CRM
  • Sales pipeline, customer data, activity management, account and contact management
• Customer Portal: Self-service portal, account portal, partner/customer access
  • Customer experience, self-service flows, order visibility, subscription and service interactions
• E-Commerce: B2B commerce, ordering capabilities, catalogue and pricing interfaces
  • Digital sales channels, buying journey, product and pricing integration including convergent charging
• CPQ & Commercial Configuration: Configure-price-quote, quotation workflows, proposal support
  • Quote accuracy, commercial approvals, sales productivity
• Marketing Automation: Campaign tooling, lead capture, nurturing, segmentation 
  • Lead quality, campaign execution, handover to sales
• Commercial Data & Analytics: Dashboards, reporting, master data, data quality 
  • Commercial insights, KPI tracking, adoption and process performance

Key Responsibilities:

Product Strategy & Roadmap

• Define and maintain the strategy and roadmap for the commercial application portfolio.
• Translate commercial business objectives into platform capabilities, releases and measurable outcomes.
• Prioritize roadmap initiatives based on business value, customer impact, risk reduction, technical debt and resource capacity.
• Create transparency on roadmap status, dependencies, risks and trade-offs for business and IT leadership.
• Maintain a multi-year view of commercial technology needs aligned with company transformation priorities.

Backlog Ownership & Agile Delivery

• Own and manage the product backlog across CRM, Customer Portal, E-Commerce, CPQ and related commercial platforms.
• Translate business requirements into epics, features, user stories, acceptance criteria and functional specifications.
• Prepare backlog items for delivery teams and ensure requirements are sufficiently clear, testable and prioritized.
• Support sprint planning, refinement, reviews and release planning.
• Balance short-term business requests with sustainable platform architecture and long-term maintainability.

Commercial Process Improvement

• Drive continuous improvement of commercial processes including Lead-to-Opportunity, Opportunity-to-Quote, Quote-to-Order, Order-to-Cash and Subscription-to-Cash.
• Identify process bottlenecks, manual workarounds, data quality issues and (AI) automation opportunities.
• Work with commercial stakeholders to standardize processes where possible while supporting justified business-unit differences.
• Improve user adoption, sales productivity, customer experience and operational scalability.
• Ensure process changes are documented and embedded in training, support and governance structures.

Stakeholder & Business Relationship Management

• Act as trusted IT partner for Sales, Marketing, Customer Service, Finance, Operations and Digital Commerce stakeholders.
• Facilitate workshops, discovery sessions, requirements gathering and solution validation meetings.
• Challenge business requests constructively and convert them into scalable, reusable and value-driven solutions.
• Communicate roadmap priorities, delivery status, risks and decisions clearly to senior stakeholders.
• Manage expectations across multiple business units, countries and functional teams.

Vendor, Partner & Delivery Management

• Coordinate external implementation partners, development teams and L2/L3 support providers.
• Ensure vendors deliver against agreed scope, quality, timelines and cost expectations.
• Review solution proposals and ensure alignment with architecture, security, integration and support standards.
• Manage escalations, delivery risks and dependency conflicts.
• Contribute to vendor selection, contract scope definition and performance reviews where required.

Architecture, Integration & Data Governance

• Partner with Enterprise Architecture and Integration teams to ensure an API-first and scalable commercial technology landscape.
• Ensure CRM, portal, e-commerce and commercial applications integrate effectively with ERP, finance, service and data platforms.
• Support customer master data governance, ownership, quality improvement and lifecycle management.
• Ensure solutions follow enterprise standards for security, access control, privacy and operational supportability.
• Reduce unnecessary customization and promote reusable, maintainable and well-documented platform capabilities.

Governance, Compliance & Risk Management

• Ensure commercial applications comply with GDPR, cybersecurity, audit and internal IT governance requirements.
• Support access reviews, data protection requirements and role-based authorization models.
• Maintain documentation for key processes, integrations, data flows and decision records.
• Identify and manage risks related to business continuity, vendor dependency, data quality and platform scalability.
• Contribute to application rationalization, lifecycle management and cost optimization initiatives.

Required Experience

• 5-10 years of experience in Product Ownership, Business Applications, Business Analysis, CRM, Digital Commerce or Commercial IT roles.
• Experience owning or delivering commercial applications such as CRM, customer portals, e-commerce, CPQ, marketing automation or sales analytics.
• Proven experience translating business requirements into roadmaps, backlogs, user stories and delivery plans.
• Experience working in agile delivery environments using Scrum, Kanban or hybrid delivery models.
• Experience managing external vendors, implementation partners or managed service providers.
• Experience in international, multi-site or matrix organizations.
• Strong understanding of commercial business processes across sales, marketing, customer service and finance interfaces.

Preferred Experience

• Hands-on experience with HubSpot CRM or comparable CRM platforms such as SAP CRM, Salesforce or Microsoft Dynamics 365.
• Experience with B2B customer portals, e-commerce platforms, CPQ tooling and commercial self-service capabilities.
• Experience with ERP and finance integrations, preferably in manufacturing, industrial, security, technology or equipment/service environments.
• Experience supporting subscription, recurring revenue, service contract or installed-base business models.
• Experience contributing to application rationalization, CRM migration, platform consolidation or digital transformation programs.
• Experience with Power BI or commercial reporting and analytics capabilities.

Technical & Domain Knowledge

• CRM: Account, contact, opportunity, pipeline, activity, lead and campaign processes
• Customer Portal / E-Commerce: Customer journeys, self-service, digital ordering, product catalogue, user access and portal adoption
• CPQ / Quote Management: Configuration, pricing, quotation workflows, approvals and handover to order processing
• Data & Analytics: Commercial KPIs, dashboards, data quality, reporting requirements and adoption metrics
• Security & Compliance: GDPR, role-based access, data protection, auditability and secure-by-design delivery
• Delivery Tooling: Jira, Azure DevOps, Confluence, Power BI or similar tools

The U.S. base salary range for this full-time position is $150,000-195,000 per year, plus PB. Within the range, individual pay is determined based on several factors, including, but not limited to, work experience and job knowledge, complexity of the role, job location, etc.

In addition to base salary, full-time employees are eligible to participate in Keenfinity Group's (US) Health and Welfare Benefit Plans-including medical, dental, vision, disability, and life insurance-as well as the company's 401(k) plan, subject to the terms and conditions of the respective plan documents. Full-time employees are eligible to participate in Keenfinity Group's paid time off and sick leave programs in accordance with applicable policies. 

• Reasonable accommodations may be made, to the extent they do not pose an undue hardship, to enable qualified individuals with covered disabilities to perform essential functions.
• Indefinite U.S. work authorized individuals only. Future sponsorship for work authorization is not available.
• All of your information will be kept confidential according to EEO guidelines.

At Keenfinity Group we don't just build innovative solutions - we shape a smarter, more connected world through technology.  We value different backgrounds, ideas, and experiences and we're committed to growing, learning, and celebrating success as one team. Everyone is welcome here - we foster an environment where everyone is respected, valued, and encouraged to be their authentic self.

Keenfinity Group is an equal opportunity employer, offering equal opportunities for all. We welcome applications from people with disabilities and can offer support, if needed. When everyone has a chance to contribute, we all do better.

#Radionix