Senior Product Manager, Financial Services Cloud

Salesforce Salesforce · Enterprise · San Francisco, CA

Senior Product Manager for Salesforce's Financial Services Cloud (FSC) team, focusing on AI and agentic capabilities within financial services. The role involves owning product vision and roadmap, leading cross-functional execution, understanding customer problems, and translating complex financial workflows into product requirements. It requires experience in enterprise SaaS, financial services, and delivering complex technology products, with a strong emphasis on Go-To-Market strategy and executive communication. Familiarity with AI/ML product development and agentic AI strategies is preferred.

What you'd actually do

  1. Define and execute the end-to-end product roadmap for your FSC product area — spanning banking, wealth management, and/or insurance verticals
  2. Define and drive the product vision in alignment with FSC's strategic priorities, including Agentforce, Data Cloud integration, and agentic AI for financial workflows
  3. Lead cross-functional execution with engineering, design, GTM, and industry solutions teams through Salesforce's Agentic Product Delivery Lifecycle (PDLC)
  4. Deeply understand customer problems — partnering with design partners, field teams, and C-suite customers to validate pain points and solution hypotheses before engineering investment is committed
  5. Translate complex financial workflows (e.g., client onboarding, KYC/AML, loan origination, wealth planning, claims management) into scalable, product-ready requirements

Skills

Required

  • 7+ years of product management experience
  • at least 5 years focused on enterprise SaaS and financial services
  • proven track record of delivering complex technology products
  • Deep domain expertise in one or more verticals: banking (retail/commercial), wealth management, or insurance
  • Proven ability to define and ship products that solve real customer problems — from discovery through launch and adoption
  • Experience working with and influencing engineering teams in an agile, cross-functional environment
  • Strong GTM instincts
  • Exceptional executive presence and communication skills, both written and verbal
  • Comfort operating in a fast-moving, ambiguous environment with strong prioritization skills

Nice to have

  • Hands-on experience with Salesforce Financial Services Cloud, Data Cloud, or Agentforce
  • Familiarity with regulatory and compliance considerations in financial services (e.g., fiduciary standards, AML/KYC, data privacy)
  • Track record of building and leading high-performing product teams
  • Experience with AI/ML product development and agentic AI strategies

What the JD emphasized

  • AI CRM
  • Agentforce
  • agentic AI for financial workflows
  • AI/ML product development