Brillio

Associate Director, Product Management – Salesforce CRM, Healthcare Payer

Brillio

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • 🇺🇸 United States

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Job Level

Senior

Tech Stack

CloudETLVisualforce

About the role

  • Define and own the Salesforce CRM and Analytics product strategy aligned with enterprise objectives, focusing on payer-specific use cases (e.g., provider engagement, member support, care management, sales enablement).
  • Translate business priorities into a clear Salesforce product roadmap, including data modeling, advanced reporting, dashboarding, and analytics solutions.
  • Lead platform governance and standards, ensuring consistency, scalability, and alignment with security, compliance (e.g., HIPAA), and enterprise architecture.
  • Oversee development of advanced dashboards, reports, and storytelling features in Salesforce CRM Analytics, leveraging SAQL, lenses, and datasets to support executive and operational decision-making.
  • Partner with business and technical stakeholders to gather requirements and prioritize high-impact use cases across Sales, Service, and Operations.
  • Lead strategic data integration initiatives, ensuring seamless connectivity between Salesforce, Snowflake, legacy systems, and external data sources.
  • Collaborate with Salesforce developers and architects to define scalable solutions using Apex, LWC, SOQL, Async Apex, Visualforce, and automation tools (Flows, Process Builder).
  • Champion data governance, access control, and compliance policies on the Salesforce platform, working closely with InfoSec and Data Privacy teams.
  • Establish and track key KPIs and adoption metrics, ensuring continuous improvement in platform usability, data quality, and reporting accuracy.
  • Serve as a thought leader on CRM analytics and Salesforce innovation, identifying opportunities to leverage emerging features, AI capabilities, and platform enhancements.

Requirements

  • 7+ years of product management or platform ownership experience, with at least 4 years focused on Salesforce CRM and analytics in a large enterprise environment.
  • Experience in healthcare payer organizations with a strong understanding of payer business processes (e.g., member engagement, provider contracting, care coordination).
  • Proven track record of leading cross-functional teams to deliver enterprise-grade Salesforce solutions, including Sales Cloud, Service Cloud, and CRM Analytics.
  • Proficiency in Salesforce CRM Analytics (SAQL, dataflows, lenses, datasets, and dashboards), as well as a solid grasp of data visualization best practices.
  • Hands-on understanding of Salesforce configuration and customization tools, including Apex, LWC, Flows, and security/sharing settings.
  • Deep understanding of data modeling, ETL processes, and CRM data integration with systems like Snowflake or other third-party platforms.
  • Strong communication, stakeholder engagement, and executive presentation skills.
  • Experience implementing and maintaining Salesforce platform best practices, with a focus on scalability, compliance, and governance

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Salesforce CRMSalesforce CRM AnalyticsSAQLApexLWCSOQLdata modelingETL processesdata visualizationdashboarding
Soft skills
communicationstakeholder engagementexecutive presentationleadershipcross-functional team managementstrategic thinkingproblem-solvingcollaborationdata governancecontinuous improvement
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