Senior Digital Product Manager, Salesforce & CX

Charles Schwab; Phoenix (AZ); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) with employer match

Paid vacation

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in the United States is seeking a Senior Product Manager, Digital Product Management, to drive Salesforce-enabled client-facing experiences and digital capabilities. You will partner with product, technology, UX/UI, service, marketing, and business teams to translate client needs into measurable product solutions and to evolve Salesforce capabilities and channels.

This role emphasizes ownership across the lifecycle, strong communication, and the ability to influence

Qualifications

• 5+ years of Salesforce and/or product management experience with demonstrated responsibility for delivering technology or digital capabilities.
• Experience contributing to or owning product strategy, vision, roadmaps, prioritization, and product lifecycle execution.
• Demonstrated ability to translate business opportunities, stakeholder needs, and user feedback into meaningful product requirements and outcomes.
• Experience partnering cross-functionally with technology, UX/UI, service, marketing, operations, and business stakeholders.
• Experience building relationships and influencing decisions across multiple levels of an organization.
• Demonstrated ability to communicate and present complex product, technology, or business concepts clearly to multiple audiences, including leadership.
• Experience managing multiple initiatives, priorities, and deliverables with a high degree of ownership and organization.
• Experience working in complex, evolving environments where priorities, technologies, and customer needs may change.
• Financial services experience preferred.
• Channel management and/or telephony integration experience preferred.
• Experience with Salesforce-supported client, sales, or service experiences is valuable.

Responsibilities

• Lead product management efforts that enable client-facing representatives to leverage technology solutions to better serve Schwab clients.
• Partner with product and technology teams throughout the product lifecycle to deliver efficient and effective Salesforce and digital solutions.
• Develop a strong understanding of end-user needs and use stakeholder insights to help prioritize product initiatives.
• Partner with UX/UI teams to facilitate feedback sessions, establish OKRs and success measures, and continuously improve the user experience.
• Partner with business stakeholders to develop product strategy and roadmaps that evolve Salesforce capabilities and support business objectives.
• Translate business and user needs into product requirements, refinements, and actionable priorities.
• Work cross-functionally with technology, design, service, marketing, and business partners to evolve digital capabilities.
• Communicate product vision, strategy, priorities, progress, and outcomes to stakeholders and leadership.
• Use feedback, product insights, and measurable outcomes to identify opportunities for continued product improvement.

Skills

Salesforce experience

Product management

Cross-functional partnership

Leadership communication

Multi-project ownership

Financial services

Channel management

Telephony integration

Job description

Charles Schwab in the United States is seeking a Senior Product Manager, Digital Product Management, to drive Salesforce-enabled client-facing experiences and digital capabilities. You will partner with product, technology, UX/UI, service, marketing, and business teams to translate client needs into measurable product solutions and to evolve Salesforce capabilities and channels.

This role emphasizes ownership across the lifecycle, strong communication, and the ability to influence