
51 - 200 employees
Founded 2010
βοΈ SaaS
π’ Enterprise
π€ B2B
SaaS β’ Enterprise β’ B2B
TaskRay is a Salesforce-native project management and customer onboarding platform that centralizes project delivery inside Salesforce. It provides template-driven onboarding, automation, resource management, task views (Kanban, Gantt), collaboration tools, analytics and AI-powered assistance (Agentforce) to standardize processes, accelerate time-to-value, and improve visibility across projects. TaskRay is positioned for companies running customer implementations and onboarding workflows within Salesforce, from small businesses to enterprises across regulated industries.
π₯ 12 minutes ago
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51 - 200 employees
Founded 2010
βοΈ SaaS
π’ Enterprise
π€ B2B
SaaS β’ Enterprise β’ B2B
TaskRay is a Salesforce-native project management and customer onboarding platform that centralizes project delivery inside Salesforce. It provides template-driven onboarding, automation, resource management, task views (Kanban, Gantt), collaboration tools, analytics and AI-powered assistance (Agentforce) to standardize processes, accelerate time-to-value, and improve visibility across projects. TaskRay is positioned for companies running customer implementations and onboarding workflows within Salesforce, from small businesses to enterprises across regulated industries.
β’ Prototype to test ideas, and write PRDs to get everyone aligned. You need both. β’ Write PRDs that start from goals and the jobs customers are trying to get done, then work down to journeys, requirements, and acceptance criteria clear enough to build from and defend at executive review. β’ Ship rough versions to opted-in customers early, watch how they actually use them, and adjust. Match polish to how proven the bet is. β’ Own the problem, the priority, and how success is measured. Leave the how to engineering, and weigh in when they raise tradeoffs. β’ Define agents, skills, and workflows that customers own and can extend, built for a product where people and agents are both users. β’ Find out which AI workflows customers will pay for through design-partner work and tested bets. Let pricing and packaging follow demand you have proven, not lead it. β’ Design for what happens when things go wrong, not only the happy path: audit trails, permissions, rollback, evaluation loops. Our agents run inside customers' Salesforce orgs, so a misbehaving agent breaks trust. How the system fails matters. β’ Use AI tools in your own work (discovery, PRDs, prototypes, analysis) and coach other PMs and product owners on the craft. β’ Run real discovery. Frame the questions worth answering, design tests that give clear answers, and spend meaningful time with customers and prospects learning what is forcing their hand and where today's options fall short. β’ Get from a conversation to something you can demo in days. A working prototype is often the fastest way to prove demand, and often the thing you pre-sell. β’ Map the whole buying group, not just the user: the economic buyer, the integration owner, procurement, and whatever actually decides adoption. β’ Run the design-partner motion for your area. Pre-sell a focused version of the vision to a handful of prospects before the product fully exists, and set up each engagement so what you learn turns into product you can repeat. β’ Share commercial strategy with sales for your area. Get into deals and renewals early instead of waiting for an invite, point conversations toward things we can build and sell, and earn your sales and CS partners' trust. β’ Bring what you hear in the field into pricing, packaging, and positioning. β’ Feed deal and renewal lessons back into the roadmap, so what the team builds ties to real pipeline, commitments, or expansion. β’ Work with Customer Success on rollout, adoption, and what customers hear before a change reaches their orgs. β’ Treat engineering as an equal partner. Agree on the problem and the definition of success up front, then let them own how it gets built. β’ When an area spans internal engineering and outside delivery partners, keep the scope lines clear and flag changes before they slip by. β’ After launch, measure adoption against the PRD's success criteria and carry what you learn into the next round.
β’ 3+ years in product management for B2B or enterprise SaaS β’ Track record of decisions that moved the business, with specifics: named accounts, revenue saved or won, deals turned around β’ Hands-on prototype building with tools like Claude, Lovable, or Cursor β’ Real fluency with AI systems: prompt design, an honest read on what LLMs cannot do, experience building evals β’ Strong PRD writing: requirements a team can build from without constant back-and-forth, organized around user goals rather than a preferred solution β’ Commercial range: comfortable on discovery calls, in sales conversations, pitching a vision to enterprise buyers before the product exists, and in a QBR β’ You have worked where product owns the what and why and engineering owns the how.
β’ Medical, dental and vision benefits (99% employer paid for employees) β’ Flexible PTO β’ Every other Friday off (Fri-yay!) β’ 12 weeks paid family and medical leave; 16 weeks for birthing people β’ Company-paid life insurance β’ 401k matching β’ Cell phone reimbursement stipend β’ Wellness stipend β’ Vacation bonuses β’ Anniversary bonuses β’ Employee Assistance Program
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