Client Services/ SalesForce Digital Product Manager

$139,996 - $149,996/Yr

CBRE - Dallas, TX

Full-time - Mid Level

Dallas, TX

1,001-5,000 employees

Real Estate

About the position

CBRE Investment Management is seeking an experienced Digital Product Manager with a specialization in the CRM segment, particularly with expertise in SalesForce, Qvidian, and other Client Solutions tools. This role is pivotal in strengthening the Digital & Technology team and will be responsible for the Client Solutions digital strategy and roadmap. The Digital Product Manager will work closely with various teams, including Client Solutions, Investor, and Operator teams globally, to design and deliver a comprehensive digital strategy that aligns with CBRE Investment Management's overall CRM strategy. In this position, the Product Manager will drive the strategy and must possess a deep understanding of the SalesForce CRM platform, its capabilities, and how to leverage it effectively to benefit business teams. The role requires balancing business needs, technology options, and user experience to maximize product value and enhance efficiency. Acting as the 'voice' of the customer, the Product Manager will translate customer needs to the Agile team, ensuring that intent is properly codified, work efforts are sized, needs are prioritized, and issues are summarized. The Digital Product Manager will oversee a small team of CRM and platform professionals responsible for designing the digital strategy and roadmap, developing use cases, and ensuring effective delivery and progress against digital maturity. Key responsibilities include developing a comprehensive CRM vision, maintaining relationships with business stakeholders, driving product features based on customer insights, and collaborating with technical teams to support the platform. The role also involves establishing metrics for adoption, managing product delivery, and facilitating discussions and user story development. The ideal candidate will have a strong background in product management, particularly within digital product teams in regulated environments, and will be adept at managing small to medium-sized teams while effectively communicating with senior stakeholders.

Responsibilities

• Develop and communicate a comprehensive CRM vision and strategic product roadmap.
• Build and maintain relationships with key business stakeholders to understand priorities, needs, and opportunities for enablement.
• Drive the software product vision and direction based on customer insights.
• Partner with the CRM technical team to ensure technical support for the platform and deliver on change initiatives.
• Collaborate with Business Analytics and Client Data teams for data governance and usability.
• Stay updated on CRM best practices, industry trends, and updates to Salesforce.
• Propose solutions, evaluate vendors, and make build vs buy recommendations.
• Define and ensure smooth ongoing processes for ad hoc requests and issue resolution.
• Establish metrics and measure progress towards increasing adoption.
• Manage day-to-day execution of product delivery with a focus on building a competitive digital advantage.
• Collaborate with Data and Data Science teams for product embedded analytics.
• Lead product delivery collaboration across business, engineering, and data teams.
• Run governance forums and manage product budgets and team performance.
• Prioritize deliverables and manage the product backlog.
• Facilitate discussions, user story development, and testing activities.
• Provide regular updates and manage executive stakeholder communication.
• Act as a single point of contact for ongoing support and services.
• Engage in Agile processes, including daily scrum sessions and training activities.
• Manage changes to features and communication for each release.

Requirements

• 5-8 years of experience in a relevant sector, preferably in private equity or financial services.
• Deep expertise in SalesForce product management and CRM strategy.
• Experience with other platforms such as Qvidian and Juniper Square is desirable.
• University-level education in a related field or equivalent work experience.
• Expert proficiency in Salesforce.com administrative processes and architectural constructs.
• Strong data management skills and experience with automated batches.
• Very strong project and program management experience, preferably with Azure Dev/Ops, Jira, or Trello.
• Ability to connect unrelated questions or ideas to create new perspectives.
• Ability to manage both analytic/technical and business professionals effectively.
• Strong strategic and creative thinking skills.
• Experience managing small to medium-sized teams.
• Experience coordinating teams across multiple business units and time zones.
• Excellent written and verbal communication skills.

Nice-to-haves

• Experience in a B2B, highly regulated environment.
• Familiarity with Agile methodologies and practices.
• Experience in managing product delivery in a global context.

Benefits

• Competitive salary range of $139,996 to $149,996 annually.
• Discretionary bonus eligibility based on performance.
• Opportunities for career growth and development within a collaborative culture.
• Access to a diverse and inclusive work environment.