Product Manager, Workplace Salesforce Product Team, Vice President
Core
Product Manager leading the B2B Operations product lifecycle within the Workplace Salesforce instance for Morgan Stanley's Wealth Management Platforms.
Role type
Senior Product Manager (Salesforce CRM)
Builds
B2B Salesforce CRM operations, client management experiences, and business process automation.
Domain
Financial Services / Wealth Management / Salesforce CRM
Required skills
Salesforce product management, Salesforce administration, process automation, backlog management, stakeholder collaboration, data analysis, strategic planning
Preferred skills
Management consulting or strategy experience, Tableau proficiency, experience with large/multinational companies
Technologies
Salesforce, JIRA, Tableau, Excel, Visio, PowerPoint
Responsibilities
Lead review and analysis of business processes to support ongoing enhancement in Salesforce CRM; Translate business requirements into JIRA stories with acceptance criteria; Maintain a healthy and prioritized product development backlog; 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