Digital Product Manager – CRM, Partnerships

Sun Life

. Own the end-to-end product lifecycle, strategy, execution, and business impact for Salesforce, CRM, workflow, and digital partnership platforms .

Posted 11/5/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$85,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the end-to-end product lifecycle for CRM and Salesforce platforms, focusing on strategy, execution, and measurable business impact. Proficient in collaborating cross-functionally to enhance workflows, improve lead management, and leverage data for product optimization.

Highest-signal resume keywords

Product Management ExperienceSalesforce Platform ExpertiseCRM Workflow OptimizationAgile Product DevelopmentData Fluency and KPI Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM Product DevelopmentSalesforce IntegrationsLead ManagementWorkflow AutomationUser Experience DesignData AnalysisProduct Roadmap PlanningAPI DevelopmentAgile MethodologiesSales Productivity Tools

Soft Skills

Cross-Functional CollaborationStrategic ThinkingProblem SolvingCommunication SkillsLeadership

Tools & Technologies

SalesforceCRM SystemsData ModelsAutomation ToolsDigital Partnership Platforms

Industry Keywords

Financial ServicesInsuranceFinTechComplianceRisk Management

About the role

Key responsibilities & impact

Own the end-to-end product lifecycle, strategy, execution, and business impact for Salesforce, CRM, workflow, and digital partnership platforms
Set product vision, strategy, KPIs, and roadmap for Salesforce, Advisor, SSA, and IWA experiences
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 Prospr’s digital partnership ecosystem and expand 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 system 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 and predictable, high-quality delivery
Establish metrics for adoption, productivity, lead progression, partner and affiliate performance, conversion, and operations

Requirements

What you’ll need

Experience building CRM, sales technology, advisor, partner or affiliate, or employee-facing digital products
4+ years of product management experience, with hands-on experience owning CRM, Salesforce, sales technology, or advisor-facing products
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
Ability to discuss Salesforce architecture, APIs, integrations, data models, automation, and technical trade-offs
Ability to work cross-functionally with sales, operations, technology, design, data, and leadership

Benefits

Comp & perks

Hybrid work with choice and 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 payment discretionary and subject to individual and company performance
Accommodation support during the application process
Best Workplace for Hybrid Work by Great Place to Work® Canada