Director, Product Management - Salesforce

Cambridge Investment Research, Inc. • Phoenix, AZ

4d • Hybrid

About The Position

The Director Product Management, Salesforce is accountable for the strategic direction, business and customer outcomes, and product maturity enabled through the Salesforce ecosystem. This includes workflow orchestration, case management, AI-powered experiences, and enterprise service modernization. This role defines and achieves measurable OKRs, adoption, and value realization; creates strategy and roadmap; governs priorities and trade-offs; aligns stakeholders and delivery teams; and provides leadership for Salesforce Product Owners.
The Director will bring extensive hands-on experience across the Salesforce product suite and platform ecosystem, including Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, Agentforce/Einstein, and Tableau/CRM Analytics. This role owns the vision, strategy, roadmap, backlog priorities, adoption approach, and measurable outcomes for enterprise Salesforce capabilities that improve how work moves through the organization, how cases are captured and resolved, and how artificial intelligence is applied to reduce friction, improve productivity, and create better experiences.

Requirements

• 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 to outcomes such as adoption, value realization, reliability, quality, risk, and compliance.
• Strong Salesforce product strategy fluency across platforms and complex domains, including governance, operating models, service design, dependency management, and lifecycle planning from discovery through adoption.
• Significant hands-on product experience with the Salesforce ecosystem, including partnership with Salesforce architects, administrators, developers, and integration teams.
• Excellent stakeholder leadership and ability to influence without authority across engineering, security, risk, compliance, enterprise architecture, and business domains.
• Experience identifying, shaping, or delivering AI-enabled products, automation capabilities, and intelligent workflow experiences.
• Working understanding of practical AI use cases such as generative AI, case summarization, knowledge recommendations, intelligent routing, conversational experiences, automated assistance, decision support, and agentic workflows.
• Exceptional strategic communication and storytelling skills, with the ability to frame problems, articulate trade-offs, and drive alignment with executives and delivery teams.
• Expert knowledge of Azure DevOps to manage, prioritize, and execute backlog of work, including managing or creating dashboards, running reports, and building queries.
• Current FINRA Series 99 and/or Series 7 license, or ability and expectation to successfully obtain required FINRA licensing within 12 months of employment.

Responsibilities

• Own product outcomes and OKRs by defining measurable outcomes, establishing baselines, maintaining a product scorecard, and proactively managing trade-offs to deliver outcomes rather than only outputs.
• Set product vision and strategy by developing a clear strategy narrative and roadmap, communicating intent, sequencing, trade-offs, and rationale to executives, stakeholders, and delivery teams.
• Lead multi-team discovery across domains and shared services consumers, using research, analytics, instrumentation, and stakeholder input to validate problems, segment users, and define value hypotheses.
• Prioritize enterprise demand by managing intake across competing needs using transparent criteria such as value, risk, effort, dependencies, and compliance.
• Translate strategy into outcomes, epics, and acceptance criteria while establishing standards and decision guardrails that enable teams to execute consistently.
• Partner with engineering, platform architecture, security, risk, compliance, governance, and operations teams to deliver capabilities, standards, and enablement that scale.
• Define instrumentation and reporting for adoption, reliability, performance, quality, policy compliance, and time-to-value, using insights to drive continuous improvement.
• Mentor Associate Product Owners and Product Owners by teaching discovery, outcome definition, prioritization, and stakeholder management to raise product maturity.
• Establish product rituals and artifacts such as roadmap reviews, quarterly planning inputs, decision logs, and release communications to improve operating model rigor.
• Define ownership and operating agreements across teams and customer segments, aligning governance forums and escalation paths to support fast, compliant decisions.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed