Jobs for People with MS: National MS Society

Client Services/ SalesForce Digital Product Manager

Job ID

175538

Posted

24-Jul-2024

Service line

REI Segment

Role type

Full-time

Areas of Interest

Data & Analytics, Data Centers, Digital & Technology/Information Technology, Investment Management

Location(s)

Dallas - Texas - United States of America, New York City - New York - United States of America

About the role

CBRE Investment Management is looking for an experienced Digital Product Manager, specializing in the CRM segment with relevant experience in SalesForce (primary), Qvidian and other Client Solutions tools to strengthen the Digital & Technology team. The Digital Product Manager (Client Solutions/SalesForce) will be responsible for CBRE Investment Management’s Client Solutions digital strategy & roadmap and closely collaborates with the business to articulate CBRE Investment Management’s overall CRM Strategy. As the Product Manager, you will work together with our Client solutions, Investor and Operator teams globally to design and deliver the digital strategy, capabilities and associated roadmap.

The SalesForce/ Client Solutions Product Manager needs to drive the strategy and should have in depth understanding of CRM platform (SalesForce), its capabilities and how to best utilize the platform for the advantage of our business teams to drive value and insights. You will be responsible for ensuring the proper balance between business needs, technology options, and user experience to maximize product value and increase efficiency. You will act as the "voice" of the customer, translating customer needs to the Agile team by properly codifying intent, sizing work efforts, prioritizing needs, and summarizing issues.

As a CBRE IM D&T SalesForce/ Client Solutions Product Manager, you will oversee a team that of CRM and platform professionals that design digital strategy and roadmap, capability delivery plans, develop use cases and accountable for effective delivery and progress against the digital maturity.

What you'll do:

• Develop and communicate a comprehensive CRM vision and strategic product roadmap, and articulate the short-term and long-term strategy holistically, ensuring tight alignment to business strategy and OKRs. Take overall responsibility for delivering to the roadmap and act as a direct project manager for certain key initiatives.

• Build and maintain relationships with key business stakeholders to understand priorities, needs, and opportunities for enablement

• Draws upon customer insights to drive the software product vision and direction; Provides leadership in identifying and defining ongoing product features that align with business strategy.

• Partner with our CRM technical team to ensure technical support for the platform and deliver on change initiatives. Partner with Business Analytics, Client Data teams to ensure proper data governance and usability of captured data for analytics purposes.

• Stay abreast of CRM best practices, industry trends, updates to Salesforce, the CRM vendor landscape, and sales technology advances.

• Collaborate with the business to propose solutions, evaluate vendors, make build vs buy recommendations and decisions.

• Define and ensure smooth ongoing processes for ad hoc requests, ongoing data management, issue resolution, change management.

• Establish metrics and measure progress towards increasing adoption. Establish KPIs and metrics around CRM team servicing levels.

• Hands-on management of day-to-day execution of product delivery with focus on building a competitive and differentiating data backed digital advantage.

• Work in close collaboration with Data and Data Science teams to drive product embedded analytics and associated insights.

• Lead product delivery collaboration across business, engineering and data teams, as well as partner on user onboarding, change management and continued product satisfaction.

• Effectively run governance forums and manage product budgets and overall team performance./

• Uses technical and product expertise to prioritize deliverables and manage backlog of requests. Owns the product backlog.

• Facilitates discussions, user story development and refinement, and testing and validation; contributes to roadblocks resolution and decision making.

• Provides regular updates; manages executive stakeholder communication and reporting.

• Acts as a single point of contact for ongoing support and services. Prioritizes needs, engages various technical teams, as needed, routes requests to correct owners, and ensures support is provided to internal or external satisfaction.

• Actively engages in Agile process, including daily scrum sessions, demos, and testing activities, as well as training and change management activities, as needed.

• Manages changes to features and communication to ensure there is clear indication of what is required for each release.

• Assists the team in sizing and breaking down Epic into a manageable size to accommodate the release cadence. Writes user stories and cases, as needed.

What you'll need:

• In this role you will be providing product oversight to the technical delivery team. You may grow your team to additional functional product owners within the IR space. Provides informal assistance such as technical guidance, and/or training to coworkers. May lead project teams and/or plan, and supervise assignments of lower level employees.

• What do you have to offer us?

• Deep expertise in SalesForce product management and experience driving CRM strategy, associated roadmap and adoption metrics. Expertise with other platforms such as Qvidian, Juniper Square would be desirable.

• You will have 5-8 years of experience in a relevant sector, preferably private equity firms or financial services organisation (B2B, highly regulated environment), or commercial property. Previous roles must have been held within digital product teams, adhering to industry recognised frameworks.

• Education - You have completed your education at university level in a related field of work or equivalent work experience. Requires technical and business knowledge in multiple disciplines/processes.

• Expert proficiency in Salesforce.com administrative processes and architectural constructs

• Strong data management skills, experience with automated batches, data management processes

• Very strong project and program management experience – Azure Dev/Ops, Jira, Trello, or similar agile project management platform experience preferred; demonstrated ability for managing ongoing operational support for a platform

• Able to connect seemingly unrelated questions, problems, or ideas from different industries or fields to deliberately assemble new perspectives or realign those of others and the organization; demonstrate curiosity, take initiative to identify problems, offer creative solutions

• Ability to manage analytic/technical and also business professionals successfully and communicate analytic results to non-technical partners

• Ability to think strategically and creatively: analyze, synthesize, recommend and take actions

• Experience in managing small to medium sized teams.

• Experience coordinating teams across multiple business units and time zones

• Communication Skills - Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to effectively present information to senior stakeholders and groups.

About CBRE Investment Management

Our company is built on respect, integrity, service and excellence. From roles in portfolio, transaction and asset management to research, digital and technology and platform functions, there’s a place for you on our team. We provide a unique and collaborative culture that leads to expansive careers with a steady stream of new challenges and long-term opportunities. With over 1100 employees spread over 30 offices across 21 countries, CBRE Investment management is a leading real assets investment management firm.

Why CBRE?

At CBRE, we believe we possess an encouraging environment where integrity, service, and excellence craft our approach to every opportunity. We are guided by the needs of the cities we inhabit, the communities we build and the world we live in.

• FORTUNE 500 #126

• FORTUNE Most Admired Company #1 in real estate for third consecutive year; Ten years in a row on the list!

• Forbes Named one of the best large employers in America and one of the World's Best Employers!

CBRE Investment Management carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for this role is position is $139,996 annually and the maximum salary for the position is $149,996 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates may also be eligible for a discretionary bonus based on CBRE IM’s applicable benefit program.

Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccomodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)