Director, Product Management - Record to Report

Salesforce Salesforce · Enterprise · San Francisco, New York -, Virginia -, California, CA · Remote

Director of Product Management to own the product vision and execution for Record to Report (R2R), Settlements, Treasury, and Cash Management ecosystem. This role involves leading modernization initiatives across data architecture, integrations, automation frameworks, and AI/Agentforce enablement to streamline global finance operations. The candidate will build and develop a global team, partner with stakeholders, drive agile execution, and define product strategy incorporating AI/ML frameworks and scalable agent-based architecture.

What you'd actually do

  1. Own the end-to-end product vision, strategy, and multi-year roadmap for General Ledger, Payments, Fixed Assets, Lease Accounting, Reconciliations, External Reporting, Consolidations, Inter-Company, and Treasury & Cash Management solutions
  2. Lead modernization initiatives across data architecture, integrations, automation frameworks, and AI/Agentforce enablement to streamline global finance operations
  3. Build and develop a high-performing global team of Product Managers, Product Owners, and Analysts — fostering a strong product mindset centered on customer value, adoption, and measurable outcomes
  4. Partner closely with finance, accounting, engineering, and compliance stakeholders to translate business requirements and regulatory needs into scalable financial system capabilities
  5. Drive agile execution — from epic definition and high-fidelity wireframes to sprint planning, burn-down tracking, and launch readiness

Skills

Required

  • 15+ years of product management experience in finance, accounting, or enterprise SaaS environments
  • 4–6 years of people leadership experience managing global and distributed product teams
  • 4–6 years of hands-on experience in Record to Report, Payments/Settlements, Treasury & Cash Management, and enterprise ERP platforms (e.g., Workday, Oracle, Salesforce CRM), including direct implementation and scaling experience
  • Deep understanding of General Ledger workflows and accounting principles, including lease accounting and revenue recognition standards (GAAP, IFRS, and local statutory requirements)
  • Proven track record building multi-year product roadmaps and long-term strategic plans using frameworks such as RICE or MoSCoW
  • Strong analytical expertise combining data warehouse insights, operational metrics, financial data, and business KPIs; proficiency with data visualization and reporting tools (e.g., SQL, Tableau, Looker, or similar)
  • Ability to define and drive product strategy incorporating AI/ML frameworks, scalable agent-based architecture (including Salesforce Agentforce), and quantifiable automation ROI
  • Ability to establish credibility with senior executives, engineering leaders, and cross-functional partners in a highly matrixed enterprise environment
  • Outstanding organizational, communication, and relationship-building skills

Nice to have

  • BS or MS in Engineering, Computer Science, or a related discipline (or equivalent experience)
  • Advanced Tableau reporting and executive KPI dashboard development
  • Knowledge of SOX policies and controls within enterprise systems
  • Experience with data platforms, analytics ecosystems, and AI/ML product strategy
  • Experience working within global enterprise environments undergoing digital transformation

What the JD emphasized

  • AI/Agentforce enablement
  • AI/ML frameworks
  • scalable agent-based architecture
  • quantifiable automation ROI
  • AI agents accelerate your impact

Other signals

  • AI/Agentforce enablement
  • AI/ML frameworks
  • scalable agent-based architecture
  • quantifiable automation ROI
  • AI agents accelerate your impact