Salesforce Product Manager
About The Opportunity We are seeking a high-performing Product Manager with a deep intersection of expertise in Salesforce ecosystems and the Financial Services / Capital Markets industry. In this role, you will own the product lifecycle and strategy, translating complex financial workflows, client management needs, and regulatory requirements into scalable, high-impact Salesforce solutions. This is a fully remote position for candidates based anywhere within the United States , requiring strong stakeholder management skills and a proactive, ownership-driven mindset.
Responsibilities
Product Strategy & Roadmap: Define, drive, and execute the product vision and roadmap for Salesforce-driven platforms, ensuring alignment with overarching financial business goals. Stakeholder Collaboration: Act as the strategic bridge between business units (traders, advisors, analysts, executives) and technical engineering teams to translate complex financial requirements into technical specifications. Backlog & Execution: Author detailed user stories, define acceptance criteria, and ruthlessly prioritize the product backlog in an Agile/Scrum environment. Salesforce Maximization: Serve as the Subject Matter Expert (SME) on Salesforce capabilities (e.g., Financial Services Cloud, Sales/Service Cloud), identifying opportunities to automate workflows, optimize data integrity, and enhance user experience. Change Management: Oversee user adoption strategies, gather post-launch feedback, and lead continuous discovery to iterate on the platform.
Required Qualifications
Financial Industry Expertise: Proven experience working directly within the Financial Services, Banking, or Capital Markets sectors. You must understand the core terminologies, regulatory landscapes, and workflows of the financial industry. Salesforce Mastery: Robust experience managing, configuring, or leading product delivery within the Salesforce platform. You know how to leverage Salesforce architecture to solve complex business problems. Senior PM Background: A solid track record as a Senior Product Manager managing enterprise-level software products from conception to launch. Location & Mobility: Must be located in the U.S. and possess the ability to travel (less than 10%) to New York City or Calabasas, CA for key on-site workshops or stakeholder meetings. Communication Skills: Exceptional verbal and written communication skills, with a proven ability to influence cross-functional teams and present complex technical roadmaps to non-technical stakeholders. Nice To Have Skills Salesforce Certifications (e.g., Salesforce Certified Administrator, Platform App Builder, or Financial Services Cloud Specialist). Certified Product Owner (CSPO) or equivalent Agile certification. Experience with integrations between Salesforce and proprietary financial systems or third-party market data feeds.