Job Description: Salesforce Revenue Product Manager

Location: Mumbai

Function: Customer Experience / Sales Transformation / Salesforce COE

Reporting To: Head - Customer Experience / Sales Transformation

Role Purpose:

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:

Salesforce Platform Ownership:

- 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.

- Partner with Technology, Salesforce, Product and Business teams to drive platform evolution.

Revenue & Sales Process Enablement:

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

- Ensure effective utilization of Opportunities, Tasks, Activities, Campaigns and Customer 360.

- Drive disciplined follow-up management and pipeline governance.

- Improve visibility into revenue funnels and conversion metrics.

Business Adoption & Change Management:

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

- Monitor user engagement, login frequency, activity capture and opportunity creation.

- Develop training, communication and awareness programs.

- Partner with regional and business leaders to improve adoption and usage discipline.

Relationship Team Effectiveness:

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

- Ensure relationship teams leverage customer insights, service history and portfolio information during engagement.

- Improve sales productivity through workflow automation and guided actions.

- Standardize engagement journeys and sales processes.

Data, Analytics & Revenue Insights:

- Define dashboards and performance metrics for leadership teams.

- Track opportunity pipeline, conversion rates, campaign effectiveness, customer coverage, relationship manager productivity, revenue generated, and adoption KPIs.

- Deliver actionable insights to business leadership.

Campaign & Customer Engagement Management:

- Work with Marketing, Business, and Product teams on campaign design and execution.

- Improve campaign targeting using customer segmentation and behavioral insights.

- Ensure campaign outcomes are measurable and visible within Salesforce.

- Drive integration between campaigns, opportunities and relationship activities.

Cross-Functional Stakeholder Management:

- Act as the bridge between Business, Technology, Salesforce, Operations and CX teams.

- Manage vendor and Salesforce partner relationships.

- Coordinate UAT, releases, change requests and governance forums.

AI & Future Capabilities:

- Evaluate and implement Agentforce and AI-powered capabilities.

- Drive proactive engagement, recommendations and next-best-action use cases.

- Build the roadmap for transitioning Salesforce from a system of record to a system of intelligence and action.

Key Deliverables:

- Salesforce adoption > defined target levels

- Improved opportunity creation and conversion

- Higher relationship manager productivity

- Better campaign response and ROI

- Increased revenue visibility and forecasting accuracy

- Reduction in manual tracking processes

- Delivery of quarterly Salesforce enhancement roadmap

- Successful rollout of AI-enabled sales workflows

Preferred Experience:

Must Have:

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

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

- Experience managing sales or relationship management platforms.

- Strong stakeholder management and business process design skills.

- Experience defining PRDs and leading technology delivery.

Preferred:

- Financial Services, Wealth Management, Broking, Banking or FinTech experience.

- Salesforce Sales Cloud certification.

- Experience with Customer 360, Campaigns, Opportunity Management and Analytics.

- Exposure to Agentforce, AI, automation and conversational platforms.

- Experience working with relationship-led sales organizations.