Director, Product Management - Salesforce

Cambridge Investment Research, Inc.; Phoenix (AZ); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Premium benefits

Job summary

Cambridge Investment Research, Inc. seeks a Director of Product Management, Salesforce, to set strategy, drive adoption, and deliver measurable outcomes across Salesforce clouds.

You will lead governance, APIs, and intelligent workflows while partnering with architects, admins, developers, and cross-functional teams. You will own the vision, roadmap, backlog priorities, and evaluation of AI-enabled capabilities to improve productivity, case handling, and user experiences at scale.

Qualifications

• Experience owning strategy, roadmap, and outcomes for complex products.
• 5+ years leading Product Owners across Salesforce platforms.
• Ability to define OKRs and manage to outcomes such as adoption, value realization, reliability, quality, risk, and compliance.
• Fluency in Salesforce strategy across governance and lifecycle planning.
• Experience with AI-enabled products and intelligent workflows.
• Excellent stakeholder leadership across multiple domains.
• Experience with the Salesforce ecosystem and partnerships with architects, admins, developers, and integration teams.
• FINRA Series 99 and/or Series 7 license or plan to obtain within 12 months.

Responsibilities

• Own product outcomes and OKRs by defining measurable outcomes and baselines.
• Set product vision and strategy with a clear roadmap and communicate intent to stakeholders.
• Lead multi-team discovery using research, analytics, and stakeholder input to validate problems and define value hypotheses.
• Prioritize enterprise demand using value, risk, effort, dependencies, and compliance.
• Translate strategy into outcomes, epics, and acceptance criteria.
• Partner with engineering, platform architecture, security, risk, compliance, governance, and operations teams to scale capabilities.
• Define instrumentation and reporting for adoption, reliability, and time-to-value.
• Mentor Associate Product Owners and Product Owners to raise product maturity.
• Establish product rituals and artifacts like roadmaps, quarterly inputs, logs, and release communications.
• Define ownership and governance across teams to support fast, compliant decisions.

Skills

Product management

Salesforce platforms

Stakeholder leadership

AI-enabled products

Strategic communication

Azure DevOps

FINRA license

Tools

Azure DevOps

Job description

Job Summary

Key Deliverables and Responsibilities

The Director Product Management, Salesforce is accountable for the strategic direction, business and customer outcomes, and product maturity enabled through the Salesforce ecosystem. This includes workflow orchestration, case management, AI-powered experiences, and enterprise service modernization. This role defines and achieves measurable OKRs, adoption, and value realization; creates strategy and roadmap; governs priorities and trade-offs; aligns stakeholders and delivery teams; and provides leadership for Salesforce Product Owners.

The Director will bring extensive hands‑on experience across the Salesforce product suite and platform ecosystem, including Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Data Cloud, Agentforce/Einstein, and Tableau/CRM Analytics. This role owns the vision, strategy, roadmap, backlog priorities, adoption approach, and measurable outcomes for enterprise Salesforce capabilities that improve how work moves through the organization, how cases are captured and resolved, and how artificial intelligence is applied to reduce friction, improve productivity, and create better experiences.

What You’ll Do

• Own product outcomes and OKRs by defining measurable outcomes, establishing baselines, maintaining a product scorecard, and proactively managing trade‑offs to deliver outcomes rather than only outputs.

• Set product vision and strategy by developing a clear strategy narrative and roadmap, communicating intent, sequencing, trade‑offs, and rationale to executives, stakeholders, and delivery teams.

• Lead multi‑team discovery across domains and shared services consumers, using research, analytics, instrumentation, and stakeholder input to validate problems, segment users, and define value hypotheses.

• Prioritize enterprise demand by managing intake across competing needs using transparent criteria such as value, risk, effort, dependencies, and compliance.

• Translate strategy into outcomes, epics, and acceptance criteria while establishing standards and decision guardrails that enable teams to execute consistently.

• Partner with engineering, platform architecture, security, risk, compliance, governance, and operations teams to deliver capabilities, standards, and enablement that scale.

• Define instrumentation and reporting for adoption, reliability, performance, quality, policy compliance, and time‑to‑value, using insights to drive continuous improvement.

• Mentor Associate Product Owners and Product Owners by teaching discovery, outcome definition, prioritization, and stakeholder management to raise product maturity.

• Establish product rituals and artifacts such as roadmap reviews, quarterly planning inputs, decision logs, and release communications to improve operating model rigor.

• Define ownership and operating agreements across teams and customer segments, aligning governance forums and escalation paths to support fast, compliant decisions.

What We Are Looking For

• Significant product management experience owning strategy, roadmap, prioritization, delivery partnership, adoption, and measurable outcomes for complex products, platforms, service experiences, CRM capabilities, or operational systems.

• 5+ years of hands‑on experience leading Product Owners across multiple Salesforce platforms.

• Demonstrated ability to define OKRs, instrument products, and manage to outcomes such as adoption, value realization, reliability, quality, risk, and compliance.

• Strong Salesforce product strategy fluency across platforms and complex domains, including governance, operating models, service design, dependency management, and lifecycle planning from discovery through adoption.

• Significant hands‑on product experience with the Salesforce ecosystem, including partnership with Salesforce architects, administrators, developers, and integration teams.

• Excellent stakeholder leadership and ability to influence without authority across engineering, security, risk, compliance, enterprise architecture, and business domains.

• Experience identifying, shaping, or delivering AI‑enabled products, automation capabilities, and intelligent workflow experiences.

• Working understanding of practical AI use cases such as generative AI, case summarization, knowledge recommendations, intelligent routing, conversational experiences, automated assistance, decision support, and agentic workflows.

• Exceptional strategic communication and storytelling skills, with the ability to frame problems, articulate trade‑offs, and drive alignment with executives and delivery teams.

• Expert knowledge of Azure DevOps to manage, prioritize, and execute backlog of work, including managing or creating dashboards, running reports, and building queries.

• Current FINRA Series 99 and/or Series 7 license, or ability and expectation to successfully obtain required FINRA licensing within 12 months of employment.

What Success Looks Like

• Enterprise Salesforce strategy has clear, actionable, measurable OKRs and a scorecard that leadership uses to manage performance and investment.

• Adoption grows across target segments, with more users and teams adopting the product through reduced friction, improved self‑service, and stronger onboarding.

• AI creates measurable business value by improving efficiencies, guidance, knowledge access, summarization, and decision support while maintaining appropriate governance and controls.

• The product experience improves through faster time‑to‑value, fewer recurring incidents or defects, clearer operational ownership, and reduced rework for delivery teams.

• Stakeholders trust product decisions because prioritization is transparent, evidence‑based, and aligned to risk, compliance, and business value.

Location: Phoenix, AZ or Fairfield, IA (hybrid attendance model)

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long‑term disability insurance

• Vacation/sick time

• 401K retirement plan with company matching program

• Eleven paid holidays

You can find more details about our comprehensive benefits package here.

Cambridge Overview:

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.