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Job Details


Salesforce Product Manager - Financial Services (56531)

Branch Manager




Phoenix, Arizona, United States

Salesforce Product Manager - Financial Services



About the team

Our firm is investing in new ways to deliver value to our clients, bringing IP to the market through the use of assets. The Assets & Hybrid Business Ventures offering was established to surface, build, incubate, scale, and maintain new, world-class technology-based assets focused on improving the customer experience. Among our highest-priority assets are those built on the platform. Through our deep experience implementing Salesforce globally, we've built a wealth of technical prowess, strategic vision, and industry insights. We are drawing on these strengths to build a suite of repeatably deployable Salesforce-based products and solutions across a variety of industries. These assets will help us provide even faster time to value and reduced risk throughout our clients' transformation journeys.

Work You'll Do:

As a Salesforce Product Manager, you will play a critical role in helping to define and update product strategy for one of our industry-based assets. You will help describe this asset in detail, work with engineering on user interface, architecture, and integration with other assets in the portfolio. This is a hands-on role that will include both day-to-day product management responsibilities and strategic planning. A product manager is expected to engage with customers to understand the marketplace and competitor platforms, including technology, market share, advertising, and competitive SWOT analysis. You will work with an offshore internal engineering team and product development team on product build. Lastly, a successful candidate will be expected to provide timely reporting of alpha/beta programs, product launches/extensions, and ongoing sales, revenue, and profitability performance against defined business targets.

What You'll Bring to the Table



  • Bachelor's Degree in Engineering, Business, Marketing or equivalent field. MBA a plus.
  • 6+ years of demonstrated success in fast-paced product management role for software, analytics and/or SaaS-based products.
  • Proven record of managing product releases.
  • Experience with early-stage products and new product development from ideation specification.
  • Proven ability to successfully collaborate with internal stakeholders from various parts of the organization and drive successful outcomes cross-functionally.
  • Experience working closely with engineering organization to define applications and tools and manage them through the entire product life cycle.
  • Experience working remotely and collaborating with offshore teams
  • Strong verbal and written communication skills.
  • Experience developing or implementing Salesforce applications.
  • Experience in Financial Services, FinTech solutions preferred.
  • Experience with Salesforce Financial Services Cloud, Vlocity, and/or nCino preferred.
  • Highly collaborative and with the ability to lead by influence.
  • Highly self-motivated, passionate team-oriented individual.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.