Senior Product Manager, Digital Platforms & Salesforce

Charles Schwab Inc.; Westlake (TX); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Inc. in Westlake, TX is seeking a Senior Product Manager, Digital Product Management, to lead Salesforce-enabled client-facing experiences and digital capabilities.

You will shape strategy, roadmaps, and delivery across Salesforce, reporting, and integrations, partnering with product, technology, UX/UI, service, marketing, and business teams. The role emphasizes collaboration, strategic thinking, stakeholder influence, and execution, with a focus on translating client and

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

Product management

Strategic thinking

Cross-functional leadership

Communication

Tools

Salesforce

Job description

Charles Schwab Inc. in Westlake, TX is seeking a Senior Product Manager, Digital Product Management, to lead Salesforce-enabled client-facing experiences and digital capabilities.

You will shape strategy, roadmaps, and delivery across Salesforce, reporting, and integrations, partnering with product, technology, UX/UI, service, marketing, and business teams. The role emphasizes collaboration, strategic thinking, stakeholder influence, and execution, with a focus on translating client and