Product Manager, It Finance (record to Report)

Salesforce Salesforce · Enterprise · San Francisco, CA

Product Manager for Salesforce's internal IT Finance organization, focusing on Record to Report (R2R), Acquire to Retire (A2R), and Treasury & Banking capabilities. The role involves shaping internal Finance operations at scale, driving automation, and leveraging AI/Agentforce for Finance workflows.

What you'd actually do

  1. Own and evolve the end-to-end product roadmap for Business Assets, General Ledger, Treasury & Banking, ensuring alignment with Finance business priorities and the broader DET platform strategy
  2. Partner deeply with Finance, Accounting, and Treasury stakeholders to surface pain points, define requirements, and maintain a prioritized, outcomes-driven backlog
  3. Lead discovery, design, and delivery of solutions spanning A2R, R2R, cash management, and treasury management process areas
  4. Collaborate cross-functionally with Engineering, Architecture, and QA to drive on-time, high-quality releases that meet business and compliance requirements
  5. Identify and champion opportunities to create an "Agentic Enterprise", leveraging Agentforce capabilities to bring intelligence and automation to Finance workflows

Skills

Required

  • 8+ years of Product Management experience
  • enterprise IT
  • ERP applications
  • Finance process areas
  • Record to Report
  • Acquire to Retire
  • General Ledger
  • Fixed Assets
  • Lease Accounting
  • Treasury & Banking operations
  • Cash Management
  • Bank Reconciliation
  • Payments & Settlements
  • translate complex business needs into clear, actionable technical requirements
  • communication
  • prioritization
  • cross-functional collaboration
  • presenting to senior leadership
  • technical acumen
  • SaaS enterprise solutions
  • technical architecture
  • data security
  • extensibility
  • workflows
  • reporting

Nice to have

  • Workday Financials
  • Oracle Cloud
  • Kyriba
  • SWIFT
  • ERP/treasury systems
  • Salesforce / AgentForce platform capabilities
  • agile delivery practices
  • backlog management
  • agentic AI
  • automation technologies

What the JD emphasized

  • strong focus on enterprise IT
  • Functional knowledge of Record to Report & Acquire to Retire processes
  • Functional knowledge of Treasury & Banking operations
  • Strong technical acumen
  • deep understanding of SaaS enterprise solutions