Product Manager (Salesforce)

Unison; Omaha (NE); Ibrido; USD 120.000 - 160.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salaries

100% paid medical and dental benefits

Generous PTO policy

Paid parental leave program

SF and Omaha locations

Momentum as aMarket leader

Descrizione del lavoro

Unison is seeking a Product Manager to own the operations technology platform that powers lending, servicing, and customer experience. You’ll own Salesforce, integration layers, Marketing Cloud, and AI agents, reading API specs and guiding engineers to improve processes.

The role is hybrid with 3 days/week in the Omaha, NE office, partnering with multiple teams to optimize workflows, compliance, and data-driven decision making for faster, better outcomes.

Competenze

• 4-7+ years of product management experience building internal tools, business systems, or B2B SaaS.
• Deep Salesforce knowledge including data model, security, and sharing; Salesforce certs are a plus.
• Hands-on integration fluency: REST APIs, webhooks, middleware, event-driven architecture.
• Proven track record in workflow automation and process design with measurable improvements.
• Experience with Marketing Cloud journeys, consent management, and outbound messaging compliance.
• Direct experience in loan origination or mortgage servicing is preferred.
• Ability to operate in ambiguity and fast-paced environments with data-driven decisions.

Mansioni

• Define roadmap and prioritization for operations tech including Salesforce, automations, and AI agents.
• Map end-to-end workflows across account management, processing, underwriting, funding, and servicing.
• Collaborate with marketing to enhance customer journeys via Marketing Cloud with consent controls.
• Identify AI opportunities, design grounding data and guardrails, and measure success metrics.
• Work with stakeholders to refine requirements and manage competing demands under timelines.
• Translate requirements into user stories and lead Agile delivery with Salesforce teams.
• Establish and iterate on metrics to size problems and verify changes work.

Conoscenze

Product management

Salesforce experience

API integration

Workflow automation

Marketing Cloud

Data-driven decision making

SQL / dashboards

Agile delivery

Strumenti

Salesforce

MuleSoft

Workato

Tray

API specs

Descrizione del lavoro

Unison is looking for a Product Manager to own the operations technology platform that runs our lending, servicing, and customer experience business. This role owns the Salesforce ecosystem including core CRM, workflow automation, the integration layer that connects Salesforce to our origination, servicing, and data systems, Marketing Cloud, and the emerging layer of AI agents. The ideal candidate is technical enough to read an API spec, debug an integration payload, reason about the Salesforce data model, and analytical enough to look across a queue of competing requests and identify the highest priority opportunities. Experience in lending, mortgage, or adjacent financial services is strongly preferred.

Hybrid position with the requirement of 3 full days in our Omaha, NE office.

Responsibilities

• Define the roadmap and prioritization for Unison’s operations technology including Salesforce, workflow automations, integrations, marketing automation, and AI agents.
• Map end-to-end operational workflows and lead efforts to improve outcomes across account management, application processing, underwriting, funding, and servicing with a focus on eliminating manual handoffs through better orchestration, approval processes, routing rules, and document generation.
• Partner with marketing to enhance customer engagement journeys, using Marketing Cloud, while ensuring proper user-consent and user-preferences for SMS and email are enforced.
• Identify where AI agents can be used effectively in case deflection, agent-assist summarization, next-best-action, and document intake and measure performance against company/team goals. Lead the effort to ensure the grounding data, guardrails, human-in-the-loop checkpoints, evaluation criteria, and success metrics are well-defined.
• Partner with business stakeholders across Operations, Underwriting, Fulfillment, Servicing, Customer Service, Marketing, and Compliance to understand needs, refine requirements, and prioritize competing demands under tight timelines.
• Translate business requirements into well-defined user stories with clear acceptance criteria, and run agile delivery with Salesforce developers, admins, and platform engineering.
• Establish the right metrics, instrument them, and iterate on the basis of what they show.
• Identify new technology opportunities and lead build-versus-buy-versus-configure efforts, and communicate trade-offs clearly so business priorities and technical delivery stay aligned.

About you

• 4-7+ years of product management experience with demonstrated success building internal tools, business systems, or B2B SaaS products.
• Deep, hands-on Salesforce experience and understanding of the data model, security and sharing. Salesforce certifications are a plus.
• Real integration fluency: REST APIs, webhooks, middleware (MuleSoft, Workato, Tray, or similar), and event-driven architecture. You can read an API spec and hold a credible design conversation with an engineer.
• Proven track record in workflow automation and process design, process mapping, SLA definition, and documented, measurable reductions in cycle time or manual effort.
• Experience with Marketing Cloud lifecycle journeys, segmentation, consent and preference management, and the compliance constraints on outbound email and SMS.
• Direct experience in loan origination, mortgage lending, servicing, or adjacent financial services, with a working understanding of compliance requirements and industry workflows.
• Proven ability to thrive in ambiguity and fast-paced environments where business priorities shift frequently, making data-driven decisions with incomplete information.
• Hands-on experience running agile delivery: writing user stories, grooming backlogs, and leading sprint planning and retrospectives with a focus on iterative delivery.
• Comfort working with SQL or report-builder proficiency and experience building dashboards to size problems and verify that a shipped change actually worked.
• Experience working with business stakeholders at all levels, translating operational pain points into product requirements and managing expectations through clear communication.

We recognize that people come with experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence. Therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process.

The Unison team draws on a deep and wide range of talent across several disciplines. Visionaries in investment management, product development, and financial technology are joined by innovative real estate and consumer finance experts creating a unique culture.

• competitive salaries
• 100% paid medical and dental benefits
• generous PTO policy
• paid parental leave program
• fantastic downtown SF and Omaha locations
• being an integral part of a well-funded market leader with incredible momentum

About us

Unison is a San Francisco-based company that is pioneering a smarter, better way to own your home. Until now, the only way to finance a home was by taking on debt. Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest. We enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home. For additional information, visit www.unison.com or follow us on Facebook, Instagram, LinkedIn, Twitter and YouTube.

The last few years have been record breaking for Unison. We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs. This tremendous growth was recognized by the Deloitte Technology Fast500 awards two years in a row as well as being included in the most recent Forbes Fintech50.

Unison provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Unison’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
• Intellectual or developmental disability
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs
• Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
• Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
• Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
• Partial or complete paralysis (any cause)
• Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
• Short stature (dwarfism)
• Traumatic brain injury

Disability Status Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Voluntary Self-Identification of Disability

Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 07/31/2029

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
• Intellectual or developmental disability
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs
• Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
• Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
• Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
• Partial or complete paralysis (any cause)
• Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
• Short stature (dwarfism)
• Traumatic brain injury

Disability Status Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.