What are the responsibilities and job description for the Salesforce Product Manager position at HTD Resources, LLC?
Role: Salesforce Product Manager
Mode: Hybrid
Duration: Long term
Location: Jacksonville, FL
Relocation: Acceptable
Job Description:
KEY RESPONSIBILITIES
- Define, own, and execute the Salesforce platform product roadmap aligned with banking business priorities, stakeholder expectations, and regulatory requirements.
- Serve as the primary Salesforce subject matter expert, translating complex business needs from commercial banking, retail banking, and compliance teams into actionable user stories and platform solutions.
- Lead backlog prioritization and sprint planning in collaboration with Salesforce administrators, developers, and business analysts using Agile/Scrum methodologies.
- Govern platform enhancements and change management across multi-system environments, ensuring data integrity, reporting accuracy, and cross-system consistency.
- Drive exploration and adoption of emerging Salesforce capabilities including Agentforce, Einstein AI, and Financial Services Cloud industry features.
- Manage opportunity lifecycle workflows, revenue reporting, and pipeline data quality to support executive-level decision making.
- Collaborate with integration teams to maintain seamless data flow between Salesforce and core banking systems, document management platforms, and third-party applications.
- Engage senior business stakeholders regularly to gather requirements, present roadmap updates, and communicate product decisions with clarity and confidence.
REQUIRED QUALIFICATIONS
- 10 years of product management or product ownership experience, with at least 3 years specifically managing Salesforce platforms in a banking or financial services environment.
- Deep functional knowledge of Salesforce Sales Cloud and/or Financial Services Cloud, including configuration, workflow design, and platform governance.
- Proven experience working with Agile development teams using JIRA, Confluence, or similar tools for backlog and sprint management.
- Strong understanding of banking operations including commercial lending, loan origination, client onboarding, or payments processing.
- Demonstrated ability to manage complex, multi-stakeholder initiatives and communicate results to senior leadership in a fast-paced environment.
- Experience with Salesforce integrations to core banking or enterprise systems (APIs, middleware, data pipelines).
- Must be local to or willing to relocate to Jacksonville, FL (hybrid role); this position is not eligible for visa sponsorship.
TECH STACK:
Salesforce Sales Cloud | Salesforce Financial Services Cloud | Agentforce | Einstein AI | nCino | JIRA | Confluence | Salesforce Flow | REST APIs | MuleSoft | Tableau / CRM Analytics | Salesforce CPQ
PREFERRED QUALIFICATIONS
- Salesforce Certified Administrator, Salesforce Certified Product Owner, or Salesforce Financial Services Cloud Accredited Professional certification.
- Experience with nCino Bank Operating System for commercial loan origination and lifecycle management.
- Familiarity with AI-powered Salesforce features such as Einstein GPT, Agentforce automation, and predictive analytics within banking contexts.
- Background in payments processing, treasury management, or wealth management within a regulated banking environment.
- Experience driving platform adoption initiatives and conducting stakeholder training or change management programs.