Salesforce Product Manager
Posted 4 weeks ago Expired
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Upload Your ResumeAbout This Role
This is a strategic and hands-on Product Manager role responsible for shaping Citco’s Salesforce platform capabilities across multiple workstreams such as Client Data, Investor Lifecycle, Opportunity & Relationship Management, Digital Onboarding, and Case Management. You will own the roadmap, define platform capabilities, and collaborate with cross-functional teams to build high-impact capabilities used across Citco’s global businesses and client ecosystem.
Responsibilities
- Define, prioritize, and manage the Salesforce product roadmap aligned to Client 360, Investor 360, Onboarding Backbone, and GRM needs
- Convert complex business processes (Pipeline Management, Client Onboarding, Investor Hierarchy, Account Segmentation) into platform solutions
- Maintain and refine product backlogs, feature prioritization, and release milestones
- Collaborate with Global Relationship Managers, Onboarding, Marketing, Investor Services, Risk, Data, and Tech to gather requirements and define platform value
- Facilitate business workshops, UAT readiness sessions, and decision forums to ensure cross-functional alignment
- Translate platform concepts into easy-to-understand visuals, mockups, process flows, and user stories
- Own epics, user stories, acceptance criteria, and sprint prioritization for Salesforce feature delivery
- Collaborate with architects, developers, and QA teams to ensure solutions are scalable, compliant, and aligned to Citco’s enterprise model
- Track delivery progress, manage risks, and ensure traceability from design to deployment
- Develop go-live readiness plans including training, adoption models, role-based access, and feedback loops
- Use platform analytics and feedback to continuously optimize workflows, UX, data quality, and automation
- Define measurable success metrics (e.g., user adoption, lead-to-client conversion, data accuracy, case resolution time)
Requirements
- 8–12 years of overall experience
- 4+ years in product management or platform ownership roles
- Strong background in Salesforce, CRM strategy, client lifecycle, data management, or financial services platform delivery
- Experience with agile delivery and multi-phase product implementations
- Strong understanding of client lifecycle, onboarding, case management, CRM workflows, and hierarchy/data structures
- Experience translating business vision into platform capabilities
- Proficiency in defining epics, user stories, wireframes, workflows, and acceptance criteria
- Familiarity with Salesforce features: Sales Cloud, Service Cloud, Data Cloud, Experience Cloud, or Financial Services Cloud
- Ability to communicate with both business and technical teams
Qualifications
- Bachelor’s or Master’s degree in Business, Technology, Engineering, or related fields
- 8–12 years overall experience, with at least 4 years in product management or platform ownership roles, preferably CRM, Salesforce, financial services, or data-driven platforms
Nice to Have
- Salesforce Administrator or PM certifications (Admin, Sales/Service Cloud, Business Analyst)
- Experience with data governance, UAT frameworks, or process modeling (Visio, Lucidchart, Miro)
Skills
* Required skills
Benefits
About The Citco Group Limited
Citco is a market leader and premier provider in the asset servicing sector, continually innovating and expanding since 1948, serving alternatives, corporations, and private clients globally.