Technical Product Manager
Core
Lead product strategy and execution for Salesforce CRM to empower sales, operations, and client service teams in the alternative investments and structured notes industry.
Role type
Senior Technical Product Manager (Salesforce)
Builds
Salesforce CRM configurations, integrations, and AI-driven features for wealth management firms.
Domain
Financial Services / Wealth Management / Alternative Investments
Deliverable
production ML models | product features
Required skills
Salesforce configuration (flows, objects, fields), product roadmap ownership, stakeholder management, data quality management, AI tool integration, cross-functional leadership
Preferred skills
Salesforce certifications (Admin/Platform), SQL, Snowflake, wealth management domain expertise, AI assistant integration
Technologies
Salesforce, SQL, Snowflake, AI tools
Responsibilities
Own the Salesforce roadmap and prioritize requests; configure Salesforce directly; drive sales adoption and data quality; manage integrations between CAIS platform and Salesforce; define AI evolution for the CRM; provide advisory oversight to the Data team.
Seniority
Senior, hands-on IC