Senior Product Manager - Salesforce

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Research, analyze, and learn about a target client segment, to garner a deep understanding of their segment and that segment’s financial needs.
2. Be an expert with respect to the competition, industry trends, and changing customer needs. Demonstrate thought leadership and champion the business vision across the company.
3. Analyze the market and competitive environment to define a differentiated product vision that delivers unique value. Translate analyses into sound recommendations based on data and experience.
4. Collaborate with a wide variety of partners to align on strategy and develop a delivery roadmap that supports business goals.
5. Collaborate and engage key stakeholders, including lines of business, operations, and other functional areas in the planning and execution of projects.
6. Write epics and features in support of the defined roadmap, working with partners to prioritize across teams.
7. Set Planning Increment (PI) vision, priority and definition, partnering with product owners on feature prioritization and delivery timelines.
8. Develop feature backlog roadmap, leading high level deliverables including discovery, prototypes/wireframes, usability studies, partner demos, and web analytics planning.
9. Obtain partner alignment and approvals including legal, compliance, security, fraud and others as needed.
10. Partner to set Pricing and ensure billing follows all associated processes and procedures.
11. Create and track product metrics to inform strategy and roadmap, sharing analysis with partners.
12. Work with Readiness to create client and teammate facing content.
13. Risk management: Ensure all Product Management Lifecycle (PML) process & procedures are followed, supporting security, risk, audit, and more, and ensure action items and deadlines are met. Lead risk presentations, working with other PM and PO partners on evidence to support recommendations.
14. Attend Agile ceremonies, as applicable.
15. Mentor other Product Managers on product management practices.

This role is a Senior Product Manager who balances business, technology and design priorities to deliver brand-defining product and service experiences. The Product Manager will work with the Product Owner to convert the vision into a level of detail that the Product Owner and Agile delivery team can then prioritize as epics and features.

The Senior Product Manager is a thought leader amongst their team. The Product Manager has business goals and is responsible for developing and maintaining a strategic delivery roadmap that supports those business goals. In this position, the person must be able to work at the strategic level (generating innovative ideas for growth) and at the tactical level (analyzing data, solving problems, and working with delivery teams for development). This position will help monitor and drive the business on all aspects of demand, customer experience, and conversion. NOTE: In some Agile teams, there may be Product Owners/Managers from both the Business and the Tech side. In that case, the role will remain the same and there is joint accountability for the Agile team’s results. In rare instances, where the business cannot provide a resource, a Tech resource could step in to fulfill the responsibilities.

The ideal candidate will have strong experience working in technologies relevant to the area in which they are assigned, using a Scaled Agile development framework. This person should be able to move fluidly between business stakeholders and technology teams to prioritize the highest value items for delivery.

Taking a holistic perspective, this position is responsible for defining the vision and experience across all pieces of the relevant ecosystem within the assigned area of responsibility., The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
2. Ten or more years of banking, financial services, or other relevant work experience
3. Five or more years of product, analysis, technology, and/or design experience
4. Five or more years of leading cross functional teams
5. Previous experience working as a Product Manager
6. Equal enthusiasm for high-level strategic planning and tactical daily execution
7. Experience defining/driving vision of experience programs and/or partnership based programs
8. Experience defining and delivering large-scale online initiatives
9. Proven ability to use data analytics, research and testing methodologies to drive business decisions, diagnose problems, and recommend action plans to resolve issues
10. Ability to lead cross-functional teams without formal authority
11. Comfortable managing concurrent projects in a fast-based, results-driven environment
12. Comfortable with ambiguity, leading work autonomously, and making independent decisions
13. Excellent skills in presentation, facilitation, communication, and negotiation
14. Experience defining/driving vision of experience programs and/or partnership based programs
15. Experience in roles requiring strong communication and interpersonal skills & the creation and delivery of succinct executive-level presentations to explain and sell plans/vision, 1. Master’s degree in business, engineering, design, or technology field; banking or financial management education
16. Experience working with distributed teams (onshore/offshore)
17. Certified SAFe® Product Owner/Product Manager (or equivalent), Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel

Minimal and up to 10%