Product Manager, Workplace Salesforce Product Team, Vice President
Core
Lead the B2B Operations product lifecycle within the Workplace Salesforce instance for Morgan Stanley's Wealth Management Platforms, serving corporate clients and their employees.
Role type
Senior Product Manager (Salesforce CRM)
Builds
B2B Operations product lifecycle, sales and client management experiences within Salesforce
Domain
Financial Services / Wealth Management / Salesforce CRM
Required skills
Salesforce product management, Salesforce administration, process automation, backlog management, stakeholder management, data analysis, product strategy, Agile/Scrum, JIRA, Tableau, Excel
Preferred skills
Management consulting, strategy, Salesforce consulting, process optimization
Technologies
Salesforce, JIRA, Tableau, Excel, Word, Visio, PowerPoint
Responsibilities
Lead review and analysis of business processes to support ongoing enhancement in Salesforce CRM; Work with stakeholders to identify and document operational pain points and project scope; Translate business requirements into JIRA stories with well-defined acceptance criteria; Maintain a healthy and prioritized product development backlog; Execute sprint goals and meet project deadlines; Provide training to stakeholders on best practices and recommended processes in Salesforce; Develop and support short-term and long-term product strategy; Establish collaborative partnerships with business teams to align future requirements.
Seniority
Senior, hands-on IC