Senior Product Manager - Financial Services

Senior Product Manager - Insurance/Financial Services

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Job Category

Product

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

 Salesforce Financial Services Cloud in Industries is one of our fastest-growing and market-leading offerings. The digital origination team is one of the newest offerings in the Financial Services Cloud. We enable financial institutions globally to navigate their digital transformation journeys, equipping them with the tools to innovate, enhance operational efficiency, and deliver unparalleled customer and partner experiences. We achieve this by providing out-of-the-box, origination-specific processes that are focused on front, middle and back-office, with a robust and deeply integrated onboarding and origination data model, and rich capabilities that empower our clients to differentiate and lead in a dynamic market.

We are inspiring the future of onboarding and origination with AI+ Data +CRM. We help companies connect with customers, employees, partners and stakeholders in business transformation, leveraging our platform in over 60 countries—from startups to Fortune 500 enterprises. Our customers rely on our purpose-built products to grow their businesses, deliver outstanding user experiences and provide personalized service to their customers. At Salesforce, we believe that business is the greatest platform for change. If you’re looking to drive innovation, create impact at scale, and work on meaningful technology, you’ve come to the right place.

We are seeking a Product Manager with a strong focus on technology-driven solutions for digital origination. In this role, you will lead the end-to-end product lifecycle, from ideation to execution, with a goal of leveraging artificial intelligence tools, Salesforce product and technology stack to enhance. You will collaborate closely with cross-functional teams, including engineering, UX and other stakeholders (Research and Insights, Competitive Intelligence, Product Solutions, Product Marketing, etc) to develop and deliver cutting-edge products tailored for the unique challenges of complex onboarding and origination processes.

The ideal candidate has a proven track record of managing and delivering complex products, a deep understanding of using research to uncover customer needs and pain points, distill insights into products that can be deployed with ease, build products with our engineering teams and launch them in collaboration with our GTM teams.

Key Responsibilities:

• Define and execute the product roadmap for digital onboarding and origination, ensuring alignment with business objectives and customer needs.

• Identify and address key customer pain points ensuring the product delivers measurable value.

• Translate high-level business requirements into detailed product specifications and actionable deliverables. Collaborate with engineering and UX teams to build scalable, intuitive, and high-impact solutions.

• Collaborate with cross-functional teams through the product development lifecycle, from concept to deployment, ensuring timely delivery of milestones.

• Engage directly with customers, partners, and stakeholders to deeply understand pain points and translate them into actionable product requirements.

• Drive prioritization and trade-offs across user experience, performance, and technical feasibility.

• Leverage data-driven insights to iterate and improve product offerings continuously.

• Collaborate with sales, marketing, and enablement teams to ensure successful product launches and adoption.

• Stay ahead of industry trends in AI, collaboration, automation, and enterprise service management to drive innovation.

• Serve as the voice of the customer, gathering and analyzing feedback from users, developers, and stakeholders to inform product decisions.

• Regularly present product updates, strategies, and results to executive team ensuring alignment with organizational goals.

Required Qualifications:

• 10+ years of experience in product management, with a proven track record of delivering complex technology products, preferably in financial services domain.

• Experience collaborating cross-functionally with engineering, UX, marketing, and sales teams.

• Passion for solving complex problems with elegant, scalable solutions.

• Data-driven decision-making approach with strong analytical skills.

• Excellent communication and stakeholder management skills, with the ability to articulate technical concepts to non-technical audiences.

• Experience in Agile product development, managing backlogs, sprints, and feature releases.

• Proven ability to develop and execute a comprehensive product strategy and roadmap that aligns with customer needs and market opportunities.

• Proven track record of delivering products that drive measurable business impact, including customer adoption, revenue growth, or market share expansion.

• Proven ability to navigate stakeholder alignment and communicate effectively with C-suite executives and external partners.

• Strong understanding of artificial intelligence, machine learning, and their applications in operational settings.

• Ability to thrive in a fast-paced, innovative environment, with a focus on delivering results.

• Hands on, working understanding of Salesforce platform and a technical mindset is a huge plus. 

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

Experience Level

Senior Level