Digital Product Manager - CRM and Partnerships
Core
Own end-to-end product lifecycle for Salesforce CRM, lead management, and digital partnership ecosystems to improve advisor productivity and client engagement.
Role type
Senior Digital Product Manager (Salesforce & Partnerships)
Builds
Scalable CRM platforms, workflow automation, and partner/affiliate digital experiences for insurance advisors.
Domain
Insurance / Financial Services / Sales Technology
Required skills
Product strategy, Salesforce architecture, lead management, API integrations, data modeling, automation, stakeholder management, roadmap execution, user research, cross-functional leadership
Preferred skills
AI/automation application, complex sales process simplification, enterprise platform navigation, startup velocity mindset
Technologies
Salesforce, APIs, automation tools, data platforms
Responsibilities
Define product vision and KPIs for CRM and partnership platforms; translate business needs into scalable workflows; improve lead distribution and pipeline visibility; partner with engineering on system integrations and technical trade-offs; establish data-driven metrics for adoption and productivity; balance immediate needs with long-term platform strategy.
Seniority
Senior, hands-on IC
