Salesforce Product Manager

New York, NY 10002

Category: Salesforce Job Number: 19524

Job Description

CIPW Salesforce Product Manager Role Description
As a Salesforce Product Manager at CIPW, you will lead and own the overall vision, strategy, roadmap, and prioritization for Salesforce-related products and solutions. You will collaborate with the offices to understand their business, needs, and then constantly deliver value based on the Salesforce platform with fast increment cycles. 
Your Impact:
·Partner with office stakeholders to frame business goals and value pools from which CIPW can shape Salesforce-based products and solutions that provide transformative business outcomes and customer experience
·Develop Salesforce product vision, strategy, market/user research, by keeping the both the central organization and offices at the center of everything we do while using design thinking tools
·Represent offices in ideation workshops with cross-functional leaders where you identify new ideas, office needs, pain points, and solution options
·Develop solution hypotheses iteratively, based on user research, and industry and market trend analysis
·Establish customer journey mapping to guide product development; then validate that learning with user testing
·Translate Salesforce product vision into a roadmap containing well-defined, prioritized features that will realize the product vision and value
·Validate and present the business case to the C–level executives and lead business reviews to ensure the team prioritizes the right Salesforce-based features
·Serve as a ‘voice of the customer’ among the cross-functional team, always understanding the needs of both the central organization and offices.
·Establish objective goals for the Salesforce product with success and acceptance criteria using meaningful metrics, KPIs, and quantifiable business outcomes
·Masterfully apply Lean Agile practices and frameworks 
·Collaborate with team members on Salesforce initiatives to ensure alignment towards the same program increment (PI) objectives
·Collaborate with Salesforce Enterprise Architect to envision and prioritize Salesforce enablers
·Represent industry best practice and market trends to enable CIPW to maintain competitive advantage
·Build and maintain a trusting relationship with the central organization, offices, pods, and vendors; develop influence without authority
·Inspire, lead, and mentor, a high-performing team of Product Analysts to continually facilitate improvements in developing and enhancing best-in-class Salesforce-based products and solutions
Your Skills & Experience:
·Deeply rooted in Agile, Lean, and continuous delivery principles that maximize flow of value with a passion to extend this understanding throughout the organization
·Demonstrated success creating digital products vision, strategy, experience, and enterprise solutions and services - from ideation to launch, including engineering and operational quality
·Demonstrate understanding of identifying objectives, market and competitive direction and be able to make product recommendations that maximize the value generation
·Deep financial services industry experience  in wealth management, including – Lead Generation & Prospecting, Client Onboarding, Trading, SMA/UMA, Client and Advisor Experience, Accounting & Billing, and Risk Management
·Familiarity with Salesforce includes Financial Services Cloud, Experience Cloud, and the Marketing Cloud stack
·Experience working with a multi-disciplinary team on customer-focused products and services
·Proven ability in collaborating and leading Program Increment (PI) cycles
·Proven ability to prioritize multiple demands and obtain buy-in from stakeholders
·Practice in workshop facilitation to cultivate the ideation
·Ability to define financials, ROI, KPIs, and forecasts, with success leveraging data to make decisions about product feature increments
·Proven track record of working with senior client stakeholder and diverse teams as a servant leader and steward of economic and customer value
·Mastery in leading change and inspire others to change behaviors
·Influencer in continuous learning and innovation
Set Yourself Apart With:
·Certified SAFe Product Owner/Product Manager designation
·Certified Agile Product Manager designation
·Financial Services Industry certifications such as CFA, FRM
·Salesforce Certifications & Trailhead Badges (e.g. Financial Services Cloud, Experience Cloud, Marketing Cloud)





Meet the Recruiter

Maria Schmitt

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