Director, Product Management – Salesforce

• Own product outcomes and OKRs, define measurable outcomes, establish baselines, maintain a product scorecard, and manage trade-offs
• Set Salesforce product vision and strategy, develop roadmaps, and communicate sequencing and rationale
• Lead multi-team discovery using research, analytics, instrumentation, and stakeholder input
• Prioritize enterprise demand across competing needs using value, risk, effort, dependencies, and compliance criteria
• Translate strategy into outcomes, epics, and acceptance criteria
• Partner with engineering, architecture, security, risk, compliance, governance, and operations teams
• Define instrumentation and reporting for adoption, reliability, performance, quality, policy compliance, and time-to-value
• Mentor Associate Product Owners and Product Owners
• Establish product rituals and artifacts including roadmap reviews, quarterly planning inputs, decision logs, and release communications
• Define ownership and operating agreements, governance forums, and escalation paths
• Lead Salesforce strategy, roadmap, backlog priorities, adoption, and measurable outcomes for enterprise capabilities

• Significant product management experience owning strategy, roadmap, prioritization, delivery partnership, adoption, and measurable outcomes for complex products, platforms, service experiences, CRM capabilities, or operational systems
• 5+ years of hands-on experience leading Product Owners across multiple Salesforce platforms
• Demonstrated ability to define OKRs, instrument products, and manage outcomes such as adoption, value realization, reliability, quality, risk, and compliance
• Strong Salesforce product strategy fluency across platforms and complex domains
• Significant hands-on product experience with the Salesforce ecosystem
• Experience partnering with Salesforce architects, administrators, developers, and integration teams
• Excellent stakeholder leadership and ability to influence without authority
• Experience identifying, shaping, or delivering AI-enabled products, automation capabilities, and intelligent workflow experiences
• Working understanding of generative AI, case summarization, knowledge recommendations, intelligent routing, conversational experiences, automated assistance, decision support, and agentic workflows
• Exceptional strategic communication and storytelling skills
• Expert knowledge of Azure Dev Ops, including dashboards, reports, and queries
• Current FINRA Series 99 and/or Series 7 license, or ability and expectation to obtain required FINRA licensing within 12 months of employment
• Hands-on experience across Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, Agentforce/Einstein, and Tableau/CRM Analytics

Demonstrates expertise in product management with a focus on Salesforce strategy, roadmap development, and measurable outcomes. Proficient in defining OKRs, managing product adoption, and collaborating with cross-functional teams to drive product success.

• Salesforce Product Strategy
• Product Management Experience
• OKR Definition and Management
• Stakeholder Leadership
• Azure Dev Ops Expertise

• Product Roadmap Development
• Outcome Measurement
• Salesforce Ecosystem Proficiency
• AI-Enabled Product Delivery
• Compliance Management

• Strategic Communication
• Influencing Without Authority
• Mentoring Product Owners

• FINRA Series 99
• FINRA Series 7

• Product Outcomes
• OKRs
• Governance
• Risk Management
• Stakeholder Engagement

• Sales Cloud
• Service Cloud
• Experience Cloud
• Marketing Cloud
• Data Cloud
• Tableau/CRM Analytics