CRM Product Manager

April 27

GoodLeap

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🔆 GoodLeap is America's leading fintech for sustainable home solutions.

Clean energy financing • solar loans • Fintech • mortgage loans

501 - 1000

Description

• Product Strategy – Work closely with senior leaders to set ambitious and clear product vision for growing and scaling our business and product offerings. This role must be data focused, leveraging data and business insights to evaluate performance of your product against business objectives, and pivot / adjust as appropriate, balancing risks, costs, and benefits effectively. Be in tune with the competitive and industry landscape to identify customer needs and trends. • Execution – Be responsible for all aspects of technology product development including discovery, requirements gathering, development, and implementation of features. Ensure rigor in execution and attention to detail by effectively managing the product feature backlog. Coordinate seamless Go-to-Market activities. Work closely with key stakeholders to ensure alignment and manage expectations. Work closely with partners across the board, including UX, Sales, Marketing, Business Development, Legal, Engineering, etc. • Leadership – Motivate the engineering squad to leverage individual strengths to overcome challenges. Model team norms and contribute to positive team dynamics, leading to continuous team performance improvement. Foster an environment of trust, effectively communicating within the squads and with an ecosystem of stakeholders. • Communication and Reporting – Regularly provide updates to senior leaders, stakeholders, partners, squad members, etc. Effectively tailor communications to the appropriate audience to ensure broad alignment, awareness, and advocacy of the product. • Partnership – Support CRM end users in delivering value by integrating the end- to-end client experience.

Requirements

• 7-10 years of experience with Salesforce or other CRM platforms, including 5+ years in a Product Manager capacity • Experience implementing and enhancing Salesforce Service Cloud or Financial Services Cloud (preferred) • Ability to flex between strategy and execution seamlessly, and energized by a dynamic and fast-moving work environment • Strong program management skills, experience with client journeys, and demonstrated ability to synthesize data • Technical background with a keen understanding of broader business needs and strategy • Proficient in defining well-thought out user stories, with thorough acceptance criteria and use cases • A passion for digital innovation and commitment to superb customer experience • Adept with Agile, Lean Start Up, and Design Thinking; experience with A/B Testing is a plus • Superior communication skills, able to communicate complex messages and trade-offs, and be able to tell a compelling story • Experience working in a collaborative multi-disciplinary team within an interactive process and an Agile development methodology • Vendor management experience is a plus • Self-starter with outstanding organizational skills • Curiosity to continually reevaluate existing designs • Effective in partnering cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types • Good understanding and/or experience with financial services regulations is a plus

Benefits

• Generous paid sick time • Annual day of service • Generous Accrued Time Off increasing with years of service • 11 paid holidays