Salesforce Product Manager
Core
Define Salesforce product vision, strategy, and roadmap for Treasury Management and financial services domains.
Role type
Senior Salesforce Product Manager (Financial Services)
Builds
Salesforce implementations, enhancements, and strategic initiatives for banking/wealth management clients
Domain
Financial Services / Banking / Treasury Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Product management, Salesforce implementations, Banking/Financial Services domain knowledge, Treasury Management, Agile methodologies, Jira, Confluence, Roadmap management, Requirements gathering, Process redesign
Preferred skills
Salesforce Financial Services Cloud, Greenfield Salesforce implementations, Treasury Management systems, API integrations, JSON, Data migration, CRM transformation, Salesforce certifications (Administrator, Business Analyst, Product Owner, Financial Services Cloud)
Technologies
Salesforce, Financial Services Cloud, Jira, Confluence, APIs, JSON
Responsibilities
Partner with business leaders to define product vision and strategy; Manage and prioritize multi-year backlog of enhancements; Establish success measures and business outcomes; Align funding priorities and delivery schedules; Gather and refine business requirements into user stories; Lead discovery for new Salesforce implementations; Define business processes, user journeys, and data migration needs; Collaborate with technical teams on solution design and implementation; Coordinate Agile ceremonies; Manage dependencies and track risks/issues; Support user adoption, training, and change management; Coordinate production releases and post-deployment support; Partner on API, integration, and data migration initiatives.
Seniority
Senior, hands-on IC
