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Director, Product Management – Salesforce
CIRDirector leading Salesforce strategy, roadmaps, and AI-enabled workflow capabilities. Supporting financial advisors through Cambridge’s compliance, technology, and transaction-processing services.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management with a focus on Salesforce strategy, roadmap development, and measurable outcomes. Proficient in defining OKRs, managing product adoption, and collaborating with cross-functional teams to drive product success.
Highest-signal resume keywords
Salesforce Product StrategyProduct Management ExperienceOKR Definition and ManagementStakeholder LeadershipAzure DevOps Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product Roadmap DevelopmentOutcome MeasurementSalesforce Ecosystem ProficiencyAI-Enabled Product DeliveryCompliance Management
Soft Skills
Strategic CommunicationInfluencing Without AuthorityMentoring Product Owners
Tools & Technologies
Sales CloudService CloudExperience CloudMarketing CloudData CloudTableau/CRM Analytics
Certifications & Qualifications
FINRA Series 99FINRA Series 7
Industry Keywords
Product OutcomesOKRsGovernanceRisk ManagementStakeholder Engagement
Tech Stack
Tools & technologiesAzureCloudTableau
About the role
Key responsibilities & impact- Own product outcomes and OKRs, define measurable outcomes, establish baselines, maintain a product scorecard, and manage trade-offs
- Set Salesforce product vision and strategy, develop roadmaps, and communicate sequencing and rationale
- Lead multi-team discovery using research, analytics, instrumentation, and stakeholder input
- Prioritize enterprise demand across competing needs using value, risk, effort, dependencies, and compliance criteria
- Translate strategy into outcomes, epics, and acceptance criteria
- Partner with engineering, architecture, security, risk, compliance, governance, and operations teams
- Define instrumentation and reporting for adoption, reliability, performance, quality, policy compliance, and time-to-value
- Mentor Associate Product Owners and Product Owners
- Establish product rituals and artifacts including roadmap reviews, quarterly planning inputs, decision logs, and release communications
- Define ownership and operating agreements, governance forums, and escalation paths
- Lead Salesforce strategy, roadmap, backlog priorities, adoption, and measurable outcomes for enterprise capabilities
Requirements
What you’ll need- Significant product management experience owning strategy, roadmap, prioritization, delivery partnership, adoption, and measurable outcomes for complex products, platforms, service experiences, CRM capabilities, or operational systems
- 5+ years of hands-on experience leading Product Owners across multiple Salesforce platforms
- Demonstrated ability to define OKRs, instrument products, and manage outcomes such as adoption, value realization, reliability, quality, risk, and compliance
- Strong Salesforce product strategy fluency across platforms and complex domains
- Significant hands-on product experience with the Salesforce ecosystem
- Experience partnering with Salesforce architects, administrators, developers, and integration teams
- Excellent stakeholder leadership and ability to influence without authority
- Experience identifying, shaping, or delivering AI-enabled products, automation capabilities, and intelligent workflow experiences
- Working understanding of generative AI, case summarization, knowledge recommendations, intelligent routing, conversational experiences, automated assistance, decision support, and agentic workflows
- Exceptional strategic communication and storytelling skills
- Expert knowledge of Azure DevOps, including dashboards, reports, and queries
- Current FINRA Series 99 and/or Series 7 license, or ability and expectation to obtain required FINRA licensing within 12 months of employment
- Hands-on experience across Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, Agentforce/Einstein, and Tableau/CRM Analytics
Benefits
Comp & perks- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
- Competitive benefits
- Work/life balance
- Exceptional development opportunities