Digital Product Manager - CRM and Partnerships
Core
Own the end-to-end product lifecycle for Salesforce CRM, lead management, workflow automation, and digital partnership ecosystems to support Advisors, Service Sales Associates, and Insurance Wealth Associates in managing leads and engaging clients.
Role type
Senior Digital Product Manager (Salesforce & Partnerships)
Builds
Scalable CRM platform, lead management workflows, and digital partnership ecosystem for insurance advisors.
Domain
Insurance / Financial Services / Sales Technology
Required skills
Product strategy, Salesforce architecture, lead management, partner ecosystem growth, cross-functional leadership, data-driven decision making, user research, technical trade-offs, stakeholder management, agile execution
Preferred skills
AI and automation application, complex sales process simplification, enterprise platform navigation, startup velocity within enterprise, autonomous execution
Technologies
Salesforce, APIs, automation, data models
Responsibilities
Set product vision and define KPIs for CRM and partnership platforms; Own and evolve the product roadmap for Salesforce and related capabilities; Translate business needs into scalable CRM products and workflows; Improve lead management across the funnel; Build out the digital partnership ecosystem; Partner with engineering and Salesforce teams on platform capabilities and integrations; Use data and user research to identify opportunities and prioritize investment.
Seniority
Senior, hands-on IC