Senior Product Manager, Sales Insights and Automation

Hybrid in Mountain View, CA

12-month contract engagement

About Our Client: Our client is a global leader in financial software solutions, dedicated to empowering small businesses and individuals to achieve financial freedom. With a rich history of innovation spanning decades, the company operates across multiple continents and serves millions of users worldwide. They pride themselves on fostering a culture of customer obsession, innovation, and integrity. Guided by a mission to make financial management effortless, they deliver industry-leading tools that simplify complex tasks and drive meaningful results for their customers.

Job Description: As a Senior Product Manager for Sales Insights and Automation, you will join a dynamic team shaping the future of sales technology capabilities. Your mission will be to design, implement, and optimize a seamless sales technology ecosystem that empowers our direct and partner sales teams to excel. This is a strategic role requiring collaboration with internal and external stakeholders to identify needs, develop a roadmap, and execute initiatives that drive efficiency and growth.

Your day-to-day will involve defining and executing a vision for integrated sales tools, conducting customer research, and analyzing data to uncover actionable insights. You will play a pivotal role in ensuring that the sales platforms you manage deliver a delightful user experience while meeting business outcomes. This is an excellent opportunity for a passionate and strategic leader to make a significant impact on our client’s ability to provide exceptional service experiences.

Duties and Responsibilities:

• Define and manage the roadmap for sales technology capabilities, ensuring alignment with business goals.
• Collaborate with engineering, sales, and other cross-functional teams to drive development and adoption of innovative solutions.
• Lead the selection, implementation, and management of third-party tools and Salesforce integrations.
• Analyze data to derive insights, measure success, and continuously improve platform performance.
• Facilitate regular communication with stakeholders, including senior leadership, to provide updates and solicit feedback.
• Establish mechanisms to understand user needs and self-drive customer research initiatives.
• Ensure user stories are well-defined with clear acceptance criteria and address dependencies.
• Advocate for and implement Agile development methodologies to streamline workflows.
• Manage risk and anticipate challenges to ensure timely and high-quality delivery of solutions.

Required Experience/Skills:

• 8+ years of experience in product management or as an implementation consultant for enterprise-grade applications.
• Extensive expertise in Salesforce administration and configuration, including Sales Cloud, Service Cloud, and custom objects.
• Proven ability to manage Salesforce integrations with third-party tools using APIs and integration platforms.
• Hands-on experience with CPQ (Configure, Price, Quote) and contract lifecycle management (CLM) tools.
• Track record of successfully implementing go-to-market technologies while collaborating cross-functionally with sales, operations, finance, and technology teams.
• Deep understanding of data structures, migration, and management within Salesforce.
• Knowledge of data enrichment tools and techniques to optimize sales targeting and engagement.
• Exceptional leadership, storytelling, and communication skills to drive conversations with senior leaders.
• Strong experience in Agile development methodologies and driving initiatives across multiple product teams.

Nice-to-Haves:

• Experience with Salesforce development (Apex, Visualforce, Lightning).
• Familiarity with advanced data visualization and reporting tools.
• Interest or experience in financial technology and solutions.
• Background in developing customer-centric solutions in a B2B environment.

Education: Bachelor’s degree in Business, Computer Science, Engineering, or a related field. Advanced degrees are a plus.

Pay & Benefits Summary:

• $88.22/hr.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with company match.
• Paid holidays.
• Flexible working environment with remote options.

Ready to make an impact? Join our client’s innovative and customer-focused team to shape the future of sales technology. Apply now to take the next step in your career!

Salesforce, Sales Insights, Automation, CPQ, CLM, Product Manager, Agile, Data Management, Integration, Financial Technology