Product Manager - CRM

Responsibilities

• Own and evolve the CRM and sales tooling product strategy and roadmap across the B2B sales organization.
• Define how Salesforce and other sales platforms support different sales motions and customer segments.
• Prioritize competing stakeholder needs using data-informed trade-offs and available delivery capacity.
• Assess incoming CRM needs, identify underlying product, process, integration, or data issues, and translate requests into scoped work.
• Establish scalable intake and prioritization processes for CRM enhancements and support.
• Drive coherence across CRM and sales platforms, including ownership of records, workflows, integrations, and data.
• Partner with sales leaders and end users on lead management, account management, pipeline progression, forecasting, and customer data quality.
• Translate business needs into product requirements, user stories, specifications, and acceptance criteria.
• Partner with Engineering on CRM integrations, ownership boundaries, and escalation paths.
• Facilitate trade-off discussions and maintain alignment across Sales, Engineering, Operations, and leadership.
• Scope Salesforce solutions using knowledge of objects, fields, record types, flows, assignment rules, permissions, and declarative configuration.
• Improve CRM adoption, data quality, workflow consistency, and sales productivity.
• Define and measure a high-performing CRM ecosystem using qualitative and quantitative insights.
• Support consolidation of the sales technology ecosystem and reduction of fragmented processes and data silos.

Requirements

• 4+ years of experience as a Product Manager, Product Owner, or similar role delivering technology, tooling, or workflow improvements for Sales, Revenue, or go-to-market organizations.
• Strong working knowledge of Salesforce Sales Cloud as a product owner, power user, administrator, or admin-adjacent Product Manager.
• Experience owning a product roadmap and prioritizing competing requests across stakeholder groups, teams, or business units.
• Ability to translate ambiguous business requests into scoped, actionable, and estimable technical requirements.
• Strong product requirements and specification writing skills, including business context, user needs, expected outcomes, and acceptance criteria.
• Experience partnering with technical and non-technical stakeholders, including Engineering, Sales leadership, business operations, and end users.
• Strong understanding of B2B sales processes, including pipeline stages, lead routing, service-level expectations, account management, and forecasting.
• Ability to determine whether issues require product functionality, system configuration, integration changes, process improvements, or data remediation.
• Strong analytical, troubleshooting, communication, organizational, and prioritization skills.
• Ability to work autonomously in a fast-paced, evolving environment.

Nice to Have

• Experience with CRM environments integrated with upstream or downstream systems of record.
• Experience supporting or rationalizing multiple CRM or sales platforms.
• Salesforce Administrator certification or equivalent hands-on Salesforce experience.
• Experience with Attio, Outreach, Front, or similar sales and customer engagement platforms.
• Familiarity with Salesforce marketing automation and lead-generation workflows, including MCAE/Pardot.
• Experience in fintech, financial services, payments, crypto, or digital assets.
• Experience with complex B2B or institutional sales organizations supporting multiple customer segments or sales motions.