Sr. Program Manager, Business Systems & Tooling

Responsibilities

Stakeholder Immersion & Discovery

• Embed with stakeholder teams across multiple lines of business to understand processes, tools, pain points, and priorities.
• Identify opportunities for tooling improvements, automation, and best practices.
• Maintain visibility into stakeholder priorities and alignment with team capacity and roadmap.
• Serve as the first point of contact for stakeholder requests, gathering context and framing underlying needs.

Scoping, Roadmapping & Prioritization

• Partner with engineering leads and architects to translate stakeholder needs into scoped, documented tasks with clear success criteria.
• Own and communicate the roadmap, explaining prioritization decisions to stakeholders.
• Balance urgent priorities with high-value quality-of-life improvements.
• Run intake, backlog grooming, and status communication processes.

Vendor & Sales Technology Landscape

• Evaluate emerging sales technology tools and practices for fit with the existing stack.
• Support vendor assessments, procurement, and renewal processes in partnership with Finance, Legal, and Security.
• Help stakeholders evaluate build-versus-buy tradeoffs, including total cost, integration complexity, and maintenance burden.

Requirements

• 5+ years of experience in product management, technical program management, business systems analysis, or a similar role between business stakeholders and technical teams.
• Working knowledge of Salesforce and the surrounding go-to-market systems ecosystem, including CPQ workflows, enrichment, engagement, and integration tooling.
• Experience with complex, multi-product go-to-market organizations where internal systems integrate CRM, adjacent sales technology, and the product being sold.
• Ability to turn ambiguous stakeholder requests into scoped, prioritized, and well-documented work.
• Ability to build trust with business stakeholders and engineers and communicate effectively with both.
• Strong prioritization, writing, documentation, and process-design skills.

Nice to Have

• Experience supporting vendor evaluation, procurement, or renewal processes.
• Experience in fintech, financial services, or another regulated industry.
• Familiarity with SQL or data-analysis tools.
• Exposure to marketing automation or martech platforms such as Braze or HubSpot.

Compensation & Benefits

• Base salary: $125,000–$145,000 for New York City; actual salary may vary based on location, experience, and performance.
• May be eligible for variable compensation through a company incentive bonus.
• Medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support; transgender health benefits; EAP; transit benefits; FSA; and HSA options.
• Equity for all employees, including new-hire and refresher grants.
• Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in the sixth year.
• Company-paid professional coaching.
• Day-one 401(k) match and matching on qualified student loan payments.