Product Manager, Salesforce

Corient Tech • Miami, FL

269d

About The Position

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. You will be responsible for developing and managing Salesforce CRM design and configuration to support top-priority business processes.

Requirements

• Distinguished academic track record
• 4-5+ year work experience in a Product-related role
• Preferred work experience in Financial Services industry
• Demonstrated expertise and certifications in Salesforce or willingness to obtain consultative or higher level certifications
• Experience with key enterprise tooling, e.g., Jira, PowerPoint, Excel
• Familiarity with Salesforce integrations with other 3rd party systems
• Preferred experience engaging with client servicing, sales operations, Dev Ops, and QA teams
• Ability to translate complex business requirements into technology features, optimizing for simplicity, scalability, and effectiveness
• Effective communication, both orally and in writing
• Strong analytical, problem-solving, and critical thinking skills
• Ability to lead product-related projects end-to-end with minimal supervision
• Manage projects and prioritize tasks effectively to deliver key project outcomes
• Strong attention to detail with a high degree of accuracy and consistency
• High standards of professionalism and confidentiality

Responsibilities

• Own day-to-day product operations and enhancements for suite of product features within our Salesforce CRM
• Drive strategic business outcomes and continuous operational improvements through the usage of Salesforce
• Build specific technical requirements for Salesforce configuration, features, and workflows
• Work with Product Development team to develop, configure, and test features
• Develop and maintain robust user training materials and engage with users to ensure consistent product usage
• Ingest, prioritize, manage, and resolve Salesforce assistance requests

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree