Salesforce FSC SME
On-sitePhiladelphia, Pennsylvania, United States
Job Summary
Define and implement a strategic vision for the CRM platform tailored to financial advisors, while building strong relationships with stakeholders across the organization. Engage regularly with users to identify impactful CRM solutions, develop detailed business requirements, and prioritize features into an actionable roadmap. Oversee project execution by managing risks, dependencies, and challenges, then review sprint deliverables and lead user acceptance testing to ensure quality. Execute communication and training plans for CRM tool launches and conduct forums to align the platform with evolving business priorities.
Required Qualifications
- Extensive experience as a product manager in financial services or a similar industry, with a focus on wealth management or brokerage firms or consulting to such firms.
- Proven track record of managing successful CRM projects, particularly Salesforce implementations.
- In-depth knowledge of Salesforce Financial Services Cloud.
- Strong understanding of the needs and workflows of financial advisors and their support teams.
- Exceptional relationship-building skills, with the ability to connect across organizational levels.
- Strategic thinker with excellent communication skills to define and share a clear product vision.
- Highly organized with expertise in project planning and managing risks and issues.
- Must be willing to work onsite in Philadelphia (Hybrid)
- No relocation package at this time
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