Salesforce Product Manager PB

Overview

SALESFORCE PRODUCT MANAGER PB

WHAT IS THE OPPORTUNITY?

This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will be responsible for working with diverse stakeholders to identify new capabilities, refine processes, and prioritize initiatives for the platform. The role will collaborate with business leaders, users, in-house developers and third party support to help bring the vision to life.

This will include understanding the people, process, technology, and data required to execute. This position is responsible for the development of product features and functionality aligned with the overall product roadmap and will lead software development teams and partner closely with the Technology organization in jointly managing individual projects forward. This position will continuously build colleagues  confidence and effectiveness with new CRM capabilities through listening to, communicating with, and teaching their colleagues as an ambassador for change.

• Understand CNB’s business & how to improve it through technology enablement
  • Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB’s strategy to succeed.
  • Establish relationships with key business stakeholders and analyze their goals, needs and workflow.
  • Develop business cases for each component of the business that describe how to improve their revenue, profitability, or client satisfaction through enabling technology.
  • Identify KPI’s and produce insightful analysis / reporting to enable executive decision-making.
• Ensure that Salesforce enables the business effectively and creates value
  • Assess the effectiveness of Salesforce in enabling all major business workflows and user experiences.
  • Contribute to the development of a vision and roadmap for Salesforce and related technologies.
  • Initiate and lead projects to achieve components of that roadmap.
  • Engage stakeholders across the business and technology organization to understand their needs, gain support for initiatives, and assess the impact of those initiatives on the business.
  • Over time, optimize the functional fit, user experience and cost of the product to maximize business value.
  • Collaborate with the CNB Salesforce team to align our organizations in terms of business goals, workflow, and technology implementation.
• Design & guide the development of new features
  • Engage a variety of business stakeholders to understand their needs.
  • Translate ambiguously expressed needs into well-visualized requirements, stories and workflows.
  • Work closely with developers to deliver product features based on clear, concise user stories using Agile Systems Development Methodology.
  • Configure working prototypes & implement features as needed to accelerate delivery in partnership with the development team.
  • Manage projects, lead multi-functional teams and fill the role of Scrum Master as needed.
  • Ensure that the system meets high standards for user-friendliness, efficiency, quality and maintainability.
• Drive adoption & monitor value realization
  • Identify the key behaviors that indicate adoption and will drive increased sales, optimal service, and greater client satisfaction.
  • Design, develop and operate analytical views (dashboards, etc.) on behalf of senior leaders and help them obtain the insights they need to run the business
  • Engage business leaders and user communities to effect change throughout the organization.
  • Work with professional trainers to scale up the training to larger populations of users.
  • Measure the effectiveness of these changes on KPI’s.

• Bachelor's Degree or equivalent
• Minimum 7 years of experience planning, implementing and managing enterprise-wide CRM projects
• Minimum 7 years of experience in a related field (financial services, CRM / customer relationship management)
• Certifications in areas appropriate to the role (e.g., Admin, Solution Architect, etc.)

• MBA preferred
• Supervisory experience preferred
• Ability to configure working prototypes in sandbox environments
• Passion for the client and user experience
• Must be able and willing to…