Our client, a large financial services company, is seeking an experienced Product Management Consultant for a 12-month contract assignment in Frisco, TX. This role supports the Retirement Solutions business and serves as a key liaison between business and technology teams, with a primary focus on Salesforce enhancements, product requirements, troubleshooting, and continuous improvement. The ideal candidate combines strong product management or product ownership experience with solid Salesforce knowledge and the ability to work effectively with business stakeholders, technology teams, and senior leaders. This is a hands-on role that blends Product Management, Product Ownership, Business Analysis, and Project Management responsibilities.
Key Responsibilities and Duties
- Serves as a product and Salesforce subject matter expert, partnering with business and technology teams to identify, prioritize, and deliver Salesforce enhancements and solutions.
- Partners with business stakeholders to understand business needs, gather and refine requirements, and translate those needs into actionable product requirements and technology solutions.
- Serves as a key liaison between business and IT, ensuring requirements, priorities, expectations, and deliverables are clearly communicated and understood.
- Develops and maintains user stories, Business Requirements Documents, Functional Requirements Documents, process documentation, and other product-related resources.
- Applies product management and product ownership practices to prioritize enhancements, manage requirements and user stories, and support product delivery from discovery through implementation.
- Partners with technology teams to design and deliver low- to mid-complexity Salesforce and product enhancements.
- Performs or supports hands-on Salesforce configuration, including straightforward platform enhancements such as field and picklist updates, automation changes, reports, dashboards, and other system configurations.
- Troubleshoots and helps resolve Salesforce, product, process, and system-related issues, including issues associated with the organization's Salesforce migration and ongoing platform enhancements.
- Collaborates with IT and business stakeholders to analyze, prioritize, and resolve issues and identify opportunities for continuous improvement.
- Communicates enhancement status, business impact, risks, decisions, and recommendations effectively to stakeholders at all levels, including senior leaders.
- Tailors communication to technical and non-technical audiences and clearly explains the purpose, progress, and business impact of product and technology enhancements.
- Supports project planning and implementation activities, including tracking progress, managing dependencies, communicating risks, resolving issues, and reporting on deliverables.
- Uses business intelligence, operational reports, and performance data to inform product decisions and evaluate the effectiveness of enhancements.
- Partners with business and technology teams to ensure solutions are scalable, sustainable, and aligned with business objectives.
- Creates and maintains product and technology resources that support business leaders, associates, operational teams, and other product stakeholders.
- Identifies opportunities for process and product improvement and develops recommendations, enhancement proposals, and business cases for change.
- Maintains awareness of Salesforce capabilities, relevant technology trends, industry practices, and emerging tools that may improve product capabilities and business processes.
- Applies financial services and Salesforce knowledge to support product capabilities, technology enhancements, and operational processes.
Requirements
- 3+ years of experience in product management, product ownership, business analysis, or a related role; 5+ years preferred.
- Strong working knowledge of Salesforce and the ability to understand the Salesforce platform and data model.
- Hands-on Salesforce configuration experience preferred, including experience making basic platform changes such as fields, picklists, automations, reports, and dashboards.
- Salesforce Administrator certification preferred, but equivalent hands-on Salesforce experience will be considered.
- Experience with Salesforce Financial Services Cloud is highly preferred.
- Experience gathering, analyzing, and refining business requirements and developing user stories, BRDs, FRDs, or related documentation.
- Experience partnering across business and technology teams to deliver product, system, or technology enhancements.
- Strong troubleshooting, analytical, and problem-solving skills.
- Strong project management skills, including the ability to track deliverables, manage priorities, identify risks, and coordinate across stakeholders.
- Excellent written and verbal communication skills, including the ability to communicate effectively with senior leaders and technical and non-technical stakeholders.
- Financial services experience strongly preferred.
- Product management or product ownership experience preferred; project management experience is a plus.
Pay Rate- $51.61- $53.61/hour