Digital Product Manager (Client Services)

$139,996 - $149,996/Yr

CBRE

Full-time - Mid Level

1,001-5,000 employees

Real Estate

About the position

CBRE Investment Management is seeking an experienced Digital Product Manager to enhance foundational strategic technology capabilities within the client services and investor relations domain. This role is pivotal in connecting business digital strategy with relevant technology initiatives, ultimately driving digital maturity in this area. The Digital Product Manager will be part of the CBRE IM Digital & Technology team, focusing on delivering best-in-class client and investor experiences through digital-first platforms and data-driven insights. In this position, the Digital Product Manager/Owner will report to the product management team and collaborate with various stakeholders to drive strategic initiatives. The ideal candidate will have a proven track record in executing digital strategies, conducting competitive assessments, and translating business strategies into actionable digital agendas. This role requires close partnership with both business and technology stakeholders to manage the digital portfolio, prioritize backlogs, and implement initiatives effectively. A strong understanding of Salesforce and other client relationship management platforms is essential for leveraging these tools to support the digital strategy for core product areas. The responsibilities include developing and communicating a comprehensive digital vision and strategic product roadmap, ensuring alignment with business strategies and objectives. The Digital Product Manager will build and maintain relationships with key business stakeholders to understand their priorities and needs, drawing upon customer insights to guide the software product vision. Additionally, the role involves collaborating with technical teams to ensure support for the CRM platform and managing ongoing processes for data management and issue resolution. The Digital Product Manager will also establish metrics to measure progress and adoption, manage product delivery, and facilitate discussions and user story development within an Agile framework.

Responsibilities

• Develop and communicate a comprehensive digital vision and strategic product roadmap.
• Build and maintain relationships with key business stakeholders to understand priorities, needs, and opportunities for enablement.
• Draw upon customer insights to drive the software product vision and direction.
• 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 to ensure proper data governance and usability of captured data for analytics purposes.
• Stay abreast of CRM best practices, industry trends, updates to Salesforce, and sales technology advances.
• Propose solutions, evaluate vendors, and make build vs buy recommendations and decisions.
• Define and ensure smooth ongoing processes for ad hoc requests, ongoing data management, issue resolution, and change management.
• Establish metrics and measure progress towards increasing adoption; establish KPIs and metrics around CRM team servicing levels.
• Manage day-to-day execution of product delivery with a focus on building a competitive and differentiating data-backed digital advantage.
• Collaborate with Data and Data Science teams to drive product embedded analytics and associated insights.
• Lead product delivery collaboration across business, engineering, and data teams, and partner on user onboarding and change management.
• Run governance forums and manage product budgets and overall team performance.
• Prioritize deliverables and manage backlog of requests; own the product backlog.
• Facilitate discussions, user story development, and testing and validation; contribute to roadblocks resolution and decision making.
• Provide regular updates; manage executive stakeholder communication and reporting.
• Act as a single point of contact for ongoing support and services; prioritize needs and ensure support is provided to internal or external satisfaction.
• Engage in Agile processes, including daily scrum sessions, demos, and testing activities.
• Manage changes to features and communication to ensure clarity for each release.
• Assist the team in sizing and breaking down Epics into manageable sizes for release cadence.

Requirements

• 5-8 years of experience in a relevant sector, preferably in private equity firms or financial services organizations (B2B, highly regulated environment), or commercial property.
• Experience within digital product teams, adhering to industry-recognized frameworks.
• Expertise in client relationship management product management and experience driving CRM strategy (SalesForce), associated roadmap, and adoption metrics.
• Expertise with other platforms such as Ovidian and Juniper Square is desirable.
• University-level education in a related field or equivalent work experience.
• Technical and business knowledge in multiple disciplines/processes.
• Expert proficiency in Salesforce.com administrative processes and architectural constructs.
• Strong data management skills and experience with automated batches and data management processes.
• Very strong project and program management experience; familiarity with Azure Dev/Ops, Jira, Trello, or similar agile project management platforms is preferred.
• Ability to connect seemingly unrelated questions, problems, or ideas from different industries to assemble new perspectives or realign those of others and the organization.
• Ability to manage analytic/technical and business professionals successfully and communicate analytic results to non-technical partners.
• Ability to think strategically and creatively: analyze, synthesize, recommend, and take actions.
• Experience in managing small to medium-sized teams and coordinating teams across multiple business units and time zones.
• Excellent written and verbal communication skills; strong organizational and analytical skills.

Nice-to-haves

• Experience with additional CRM platforms beyond Salesforce.
• Familiarity with data analytics tools and methodologies.
• Experience in a global organization with cross-functional teams.

Benefits

• Competitive salary and discretionary bonus based on performance.
• Comprehensive health insurance coverage.
• 401(k) retirement savings plan with company matching contributions.
• Paid time off and holidays.
• Professional development opportunities and training programs.
• Employee discounts and wellness programs.