Product Manager, Salesforce and Internal Platforms

Open Exchange Inc•Boston, MA

About The Position

We're looking for a Product Manager, Salesforce and Internal Platforms to own and optimize our internal business systems ecosystem, including Salesforce, NetSuite, Power BI, and other critical platforms that power our operations. You'll act as the Product Manager for these systems, managing the roadmap of both strategic and tactical improvements, collaborating with key stakeholders across the business to understand their needs, meeting with vendors to ensure we’re getting the most out of the tools, and partnering with engineers and system administrators to design and deploy technical solutions. This is a unique opportunity to apply product thinking to internal tools and platforms, working at the intersection of business operations, product strategy, and technical implementation. You'll collaborate closely with Product, IT, and Engineering teams to ensure our systems work together effectively and enable our teams to do their best work.

Requirements

3+ years of experience managing business systems or internal tools in a product or analyst capacity
Strong experience with at least 2-3 of: Salesforce, NetSuite, Power BI, or similar enterprise platforms
Demonstrated understanding of system integrations, APIs, and data flows between platforms
Product management or business analysis experience with proven ability to gather requirements, prioritize, and deliver
Excellent stakeholder management skills and ability to influence without authority
Strong analytical and problem-solving abilities
Experience creating dashboards and reports (Power BI, Tableau, or similar)

Nice To Haves

Salesforce Administrator certification or equivalent credentials
Experience with Netsuite ERP
Technical understanding of APIs, webhooks, and integration platforms (Zapier, Workato, Mulesoft, etc.)
Experience working in a B2B SaaS, fintech, or professional services environment
Background working across Product and IT organizations
Project management experience with complex, multi-system initiatives

Responsibilities

Own the product roadmap for our internal platform's ecosystem, prioritizing enhancements based on business impact, user feedback, and strategic goals
Conduct user research and feedback sessions across departments to identify pain points and opportunities
Help define success metrics and track adoption, usage, and business outcomes
Balance competing priorities across Sales, Finance, and operational teams.
Map and document how our internal platforms integrate and share data
Identify gaps, redundancies, and opportunities for better internal platform usage and integration
Work with Product, Engineering, and IT teams to design and implement integrations that ensure data flows smoothly and securely between internal tools
Partner with Product, Engineering, and IT on API integrations, middleware solutions, and data synchronization strategies
Serve as the bridge between technical implementation teams and business stakeholders
Drive adoption of best practices for data entry and system usage to maintain high data quality and business utility
Configure and customize internal platforms to meet business requirements
Implement workflow automations, custom fields, reports, and dashboards
Build and maintain Power BI dashboards and reports that provide business insights
Implement a process for change management including QA and deployment practices
Document system configurations, integration flows, and process maps
Partner with Product teams to understand system needs for customer-facing initiatives
Collaborate with Sales, Delivery, Staffing and other teams on reporting requirements and data integrity
Manage vendor relationships and evaluate new tools or platforms
Monitor system performance, integration health, and user adoption
Stay current on platform updates and new features across all systems
Identify opportunities for automation and process optimization
Create training materials, lead training sessions and enable teams(and our business)to get maximum value from our tools