FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management for CRM and sales technology, with a strong focus on Salesforce architecture, APIs, and integrations. Proven ability to lead cross-functional teams, simplify complex workflows, and drive measurable business outcomes through data-driven decision-making.
Highest-signal resume keywords
Product Management ExperienceSalesforce Architecture UnderstandingCRM Workflow OptimizationAgile Product Cadence ManagementData Fluency and KPI Translation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM Product DevelopmentSalesforce IntegrationsLead ManagementWorkflow AutomationProduct Lifecycle ManagementUser Experience DesignData AnalysisAPI DevelopmentSales Technology StrategyAgile Methodologies
Soft Skills
Cross-Functional CollaborationProblem-SolvingEmpowerment of TeamsAdaptabilityCommunication
Tools & Technologies
SalesforceAPIsData ModelsAutomation ToolsDigital Partnership Platforms
Industry Keywords
Financial ServicesInsuranceFinTechComplianceRegulated Environment
About the role
Key responsibilities & impact- Set product strategy for Salesforce, Advisor, SSA, and IWA experiences and the digital partnership ecosystem
- Define success metrics and enable squads to build and ship effectively
- Own and evolve the Salesforce product roadmap and related user-facing capabilities
- Translate advisor and business needs into scalable CRM products, workflows, and platform capabilities
- Improve lead management across distribution, prioritization, qualification, follow-up, conversion, and pipeline visibility
- Build the digital partnership ecosystem and grow partnerships and lead sources
- Improve visibility into partner lead and affiliate statuses for partners, affiliates, and internal teams
- Partner with engineering and Salesforce teams on platform capabilities, integrations, data models, APIs, automation, and technical trade-offs
- Use advisor behavior, funnel performance, operational data, and user research to identify opportunities and prioritize investment
- Simplify advisor workflows and reduce manual work, hand-offs, and fragmented experiences
- Identify opportunities to apply AI and automation to improve advisor productivity and client engagement
- Collaborate with sales leadership, operations, marketing, compliance, data, engineering, and design
- Balance immediate business needs with a scalable long-term platform strategy
- Lead cross-functional squads toward a unified product vision
- Establish metrics for adoption, productivity, lead progression, partner and affiliate performance, conversion, and operational performance
Requirements
What you’ll need- Experience building CRM, sales technology, advisor, partner or affiliate, or employee-facing digital products
- Ability to set product direction, empower teams, and stay close to delivery and data
- Ability to understand Salesforce architecture, APIs, integrations, data models, automation, and technical trade-offs
- Ability to align sales, operations, technology, design, data, and leadership around common outcomes
- Ability to simplify complicated sales processes, enterprise systems, and competing stakeholder needs
- Accountability for adoption and business outcomes
- Comfort bringing structure to evolving problems and operating with startup speed inside an enterprise environment
- 4+ years of product management experience, with hands-on experience owning CRM, Salesforce, sales technology, or advisor-facing products
- Demonstrated experience using Salesforce as a product platform
- Strong understanding of CRM and sales workflows, including lead management, lead routing, qualification, pipeline management, activities/tasks, customer engagement, and sales productivity
- Experience owning end-to-end product lifecycles from discovery and strategy through planning, delivery, launch, adoption, and optimization
- Experience partnering with engineering and technology teams on Salesforce integrations, APIs, data flows, workflow automation, and enterprise systems
- Strong product discovery and UX skills
- Experience running an agile product cadence, including prioritization, roadmap planning, dependency management, backlog management, and user testing
- Strong data fluency and ability to translate business goals into measurable product KPIs
- Experience with frontline sales teams, Advisors, SSAs, IWAs, relationship managers, or similar users is a strong asset
- Experience with digital partnerships, affiliate, or referral programs is a strong asset
- Experience navigating risk, privacy, legal, compliance, and technology constraints in a complex or regulated environment is an asset
- Experience with financial services, insurance, FinTech, or another regulated industry is an asset
Benefits
Comp & perks- Hybrid work with flexibility to work from the office and virtually based on business, client, and employee needs
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs
- Incentive plans for eligible employees, with payments subject to individual and company performance
- Accommodation support for persons with disabilities and alternative-format job postings
- Continuous improvement and digital enterprise experience initiatives