Salesforce Product Manager - Financial Services

Job Description:

The Salesforce Revenue Platform Manager will own the Salesforce Sales Cloud ecosystem for relationship-led businesses including Wealth Managers, Dealers, Relationship Managers, Supervisors and Sales Leadership. The role is responsible for maximizing platform adoption, improving sales productivity, enabling revenue-generating workflows, and ensuring Salesforce becomes the single system of engagement for customer acquisition, relationship management, opportunity tracking and campaign execution.

Key Responsibilities:

- Own the Salesforce Sales Cloud roadmap for relationship businesses.

- Define and prioritize enhancements, integrations and new capabilities.

- Act as product owner for Salesforce-related requirements and releases.

- Design processes that improve customer acquisition, activation, cross-sell and portfolio growth.

- Drive Salesforce adoption across Dealers, Wealth Managers and relationship teams.

- Enable a unified customer view across Sales and Service interactions.

- Define dashboards and performance metrics for leadership teams.

- Evaluate and implement Agentforce and AI-powered capabilities.

Preferred Experience:

- 6 - 10+ years of experience in CRM, Salesforce, Sales Transformation or Revenue Operations.

- 3+ years in Salesforce Sales Cloud ownership or product management.

- Strong stakeholder management and business process design skills.

- Experience defining PRDs and leading technology delivery.

Contact: 7299993116