Serve as the subject matter expert (SME) and business owner for the Bank’s Salesforce environment, including services supporting workflow/automation, customer experience and service, issue resolution, and customer relationship management (CRM).
Define and communicate the Salesforce product vision, strategy, and roadmap in alignment with overall business objectives.
Continuously evaluate industry trends, regulatory changes, and customer needs to identify opportunities for product improvement and innovation.
Champion customer-centric digital experiences and end user satisfaction.
Lead the platform’s governance model, including data standards, permissioning strategy, and release management.
Lead user acceptance testing (UAT) to confirm that product changes satisfy requirements and support operational and customer needs.
Oversee platform maintenance, including quarterly releases, version updates, and feature adoption.
Act as the liaison between business units, operations teams, compliance, technology, marketing, and leadership groups.

Requirements

Bachelor’s degree in Business, Finance, Information Systems, or a related field.
Minimum of 5 years in banking operations, business analysis, product management, or CRM management.
Experience supporting business workflows, CRM processes, customer service platforms, or digital operations.
Hands-on experience with Salesforce, preferably in a commercial banking environment.
High aptitude for problem solving.
Ability to connect business challenges to technical solutions.
Proven strong analytical and critical thinking skills, with extreme attention to detail.
Experience developing presentations, workflow diagrams, and reporting dashboards.
Advanced Excel skills and reporting experience.
Prior roles as a Product Owner, Salesforce Administrator, or CRM Manager within a financial institution is strongly preferred.
Experience in a Salesforce implementation or major system rollout.
Knowledge of Salesforce automation tools (Flow, Process Builder, Approval Processes).
Experience with digital integrations and onboarding journeys.
Familiarity with Agile tools such as Jira or Azure DevOps is an asset.
Experience with creating and leading presentations to internal stakeholders.

Benefits

Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities

Applicant Tracking System Keywords

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

Hard Skills & Tools

SalesforceCRM managementbusiness analysisproduct managementExcelSalesforce automation toolsdigital integrationsworkflow diagramsreporting dashboardsuser acceptance testing

Soft Skills

problem solvinganalytical skillscritical thinkingattention to detailcommunicationcustomer-centric approachleadershipcollaborationpresentation skillsstrategic thinking