Five Star Bank is seeking to lead the development, enhancement and optimization of their Salesforce platform, ensuring alignment with strategic goals, regulatory requirements, and customer experience standards.
Requirements
- Deep understanding of Salesforce Sales Cloud, Service Cloud, and Financial Services Cloud.
- Familiarity with Salesforce configuration, workflows, automation tools (Flow, Process Builder), and security model.
- Strong understanding of data architecture, API integrations, and third-party Salesforce apps.
- Familiarity with product management principles, including roadmap development, backlog management, and prioritization.
- Experience working in agile environments and proficiency in using agile tools and frameworks like Scrum or Kanban.
- Experience working in a regulated industry, preferably financial services or banking.
- PMP preferred
Responsibilities
- Own and manage the Salesforce platform strategy, roadmap, and backlog across the bank’s business lines (e.g., retail, commercial, operations, marketing).
- Translate business needs into detailed user stories and technical requirements for the Salesforce team.
- Oversee the delivery of Salesforce features and enhancements, ensuring alignment with compliance, security, and data integrity standards.
- Collaborate with IT, vendors, and cross-functional teams to integrate Salesforce with other systems (e.g., core banking, marketing platforms).
- Define and track platform KPIs and performance metrics to measure success and identify areas for improvement.
- Ensure adherence to Salesforce governance standards, including change management, documentation, and user access control.
- Support user adoption and training efforts across departments.
Other
- Bachelor’s Degree in Information Systems, Computer Science, Business or related field.
- 5+ years of Salesforce Product Management experience, with at least 2+ years of experience leading a team in a technical product delivery environment.
- Able to travel: occasionally, frequently, extensively
- Extensive computer usage is required.
- Excellent communication, stakeholder management, and problem-solving skills.
