Technical Product Manager
Core
Product Owner for Salesforce CRM capabilities, primarily driving Experienced Advisor Recruiting (EAR) enhancements and supporting broader CRM platform integrations.
Role type
Product Owner (Salesforce CRM)
Builds
Salesforce CRM platform enhancements and integrations for recruiting and business operations
Domain
Financial Services / CRM Technology
Deliverable
product features
Required skills
Salesforce Sales Cloud expertise, Agile backlog management, requirements translation, stakeholder partnership, user acceptance testing, solution design, risk evaluation
Preferred skills
Financial advisor growth/sales/recruiting domain knowledge, financial services industry experience, Salesforce integrations and data governance
Technologies
Salesforce Sales Cloud, Agile frameworks
Responsibilities
Coordinate prioritization and delivery of CRM enhancements for EAR; translate business needs into user stories and acceptance criteria; lead roadmap planning and solution design; gather user feedback to drive process improvements; support UAT and production issue resolution
Seniority
Mid-level, hands-on IC