Salesforce Architect

• EverBank is seeking an experienced Salesforce Product Manager to lead the strategy, roadmap, governance, and continuous enhancement of the Salesforce platform within a regulated banking environment
• The ideal candidate will possess deep expertise in Salesforce Sales Cloud, Financial Services Cloud, banking operations, Agile product management, and enterprise integrations.
• This role will serve as the primary liaison between business stakeholders and technical teams, ensuring Salesforce capabilities effectively support commercial banking, retail banking, compliance, and operational objectives., * Define, own, and execute the Salesforce platform product roadmap aligned with business goals, stakeholder priorities, and regulatory requirements.
• Serve as the primary Salesforce Subject Matter Expert (SME) for banking business units including commercial banking, retail banking, and compliance teams.
• Translate complex business requirements into actionable user stories, product features, and platform enhancements.
• Lead backlog grooming, prioritization, sprint planning, and release management using Agile/Scrum methodologies.
• Collaborate closely with Salesforce Administrators, Developers, Business Analysts, and Integration Teams.
• Govern platform enhancements, change management processes, and release controls across multi-system environments.
• Ensure data integrity, reporting accuracy, and consistency across Salesforce and integrated enterprise systems.
• Drive adoption and evaluation of emerging Salesforce technologies including Agentforce, Einstein AI, and Financial Services Cloud capabilities.
• Manage opportunity lifecycle workflows, revenue reporting, forecasting, and pipeline data quality initiatives.
• Support executive leadership through accurate reporting and actionable business insights.
• Oversee integrations between Salesforce and core banking systems, document management platforms, and third-party applications.
• Conduct stakeholder meetings to gather requirements, present product roadmaps, communicate priorities, and drive consensus.
• Lead platform adoption initiatives, user training programs, and change management efforts.

• 10+ years of Product Management or Product Ownership experience
• 3+ years managing Salesforce platforms within Banking or Financial Services organizations
• Strong expertise in Salesforce Sales Cloud
• Strong expertise in Salesforce Financial Services Cloud (FSC)
• Experience with Salesforce platform governance, workflows, configuration, and process automation
• Strong understanding of banking operations including:
• Commercial Lending
• Loan Origination
• Client Onboarding
• Payments Processing
• Agile/Scrum product management experience
• Hands-on experience with:
• JIRA
• Confluence
• Salesforce integration experience using:
• REST APIs
• .Middleware Platforms
• Data Pipelines
• Experience managing complex enterprise-level initiatives involving multiple stakeholders
• Strong executive communication and presentation skills
• Experience with reporting, analytics, pipeline management, and business intelligence solutions, * Salesforce Certified Administrator
• Salesforce Certified Product Owner
• Salesforce Financial Services Cloud Accredited Professional Certification
• Experience with nCino Bank Operating System
• Experience supporting commercial loan origination and lifecycle management
• Knowledge of Einstein GPT
• Experience implementing Agentforce Automation
• Familiarity with predictive analytics and AI-driven banking solutions
• Experience in:
• Treasury Management
• Payments Processing
• Wealth Management
• Experience driving enterprise platform adoption and user enablement programs

Soft Skills:

• Excellent communication and stakeholder management skills
• Strong leadership and decision-making abilitie
• Strategic thinking and product vision development
• Ability to work effectively with executive leadership
• Strong problem-solving and analytical skills
• Ability to prioritize competing business demands
• Excellent organizational and time management skills
• Collaborative team player with cross-functional leadership capabilities
• Strong presentation and facilitation skills

Additional Notes:

• Hybrid work model based in Jacksonville, FL.
• Candidate must be local to Jacksonville, FL or willing to relocate.
• Position is NOT eligible for visa sponsorship.
• Banking or Financial Services domain experience is highly preferred.
• Experience with AI-driven Salesforce capabilities is a significant advantage.
• Strong preference for candidates with Salesforce certifications

Mandatory Skills:

• Salesforce Sales Cloud
• Salesforce Financial Services Cloud (FSC)
• Salesforce Product Management
• Banking / Financial Services Domain
• Agile / Scrum
• JIRA
• Confluence
• REST APIs
• Salesforce Flow
• Agentforce
• Einstein AI / Einstein GPT
• Salesforce Integrations
• nCino (Highly Preferred)
• Enterprise Stakeholder Management
• Roadmap & Backlog Management