Digital Product Manager (Client Services)

$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 to enhance foundational strategic technology capabilities within the client services and investor relations domain. This role is pivotal in connecting business digital strategy to relevant technology initiatives, thereby 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-backed insights. Reporting to the product management team, this position will collaborate with various stakeholders to drive strategic initiatives and ensure alignment with business objectives. The ideal candidate will have a strong background in executing digital strategies, conducting competitive assessments, and translating business strategies into actionable digital agendas. This role requires close collaboration with both business and technology stakeholders to manage the digital portfolio, prioritize backlogs, and drive initiatives effectively. A deep 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 Digital Product Manager will ensure a balance between business needs, technology options, and user experience to maximize product value and efficiency. Key responsibilities include developing and communicating a comprehensive digital vision and strategic product roadmap, managing key initiatives, and building relationships with business stakeholders to understand their priorities and needs. The role also involves drawing upon customer insights to guide product direction, partnering with technical teams for platform support, and ensuring data governance and usability for analytics. The Digital Product Manager will establish metrics to measure progress, manage product delivery, and facilitate discussions around user stories and testing. This position requires a hands-on approach to managing day-to-day product execution and ensuring stakeholder communication and reporting are effectively maintained.

Responsibilities

• Develop and communicate a comprehensive digital vision and strategic product roadmap.
• Take overall responsibility for delivering to the roadmap and act as a direct project manager for key initiatives.
• 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.
• Provide leadership in identifying and defining ongoing product features that align with business strategy.
• 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 for analytics.
• Stay abreast of 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, ongoing data management, issue resolution, and change management.
• Establish metrics and measure progress towards increasing adoption and service levels.
• Manage day-to-day execution of product delivery with a focus on building a competitive digital advantage.
• Collaborate with Data and Data Science teams to drive product embedded analytics and insights.
• Lead product delivery collaboration across business, engineering, and data teams.
• Run governance forums and manage product budgets and overall team performance.
• Prioritize deliverables and manage backlog of requests.
• Facilitate discussions, user story development, and testing and validation; contribute to roadblocks resolution and decision making.
• Provide regular updates and manage executive stakeholder communication and reporting.
• Act as a single point of contact for ongoing support and services.
• Engage in Agile processes, including daily scrums, demos, and testing activities.
• Manage changes to features and communication for each release.
• Assist the team in sizing and breaking down Epics into manageable sizes.

Requirements

• 5-8 years of experience in a relevant sector, preferably in private equity firms or financial services organizations.
• Experience in digital product teams adhering to industry-recognized frameworks.
• Expertise in client relationship management product management and driving CRM strategy (SalesForce).
• Strong data management skills and experience with automated batches and data management processes.
• Very strong project and program management experience, preferably with Azure Dev/Ops, Jira, Trello, or similar agile project management platforms.
• Ability to connect unrelated questions or problems to assemble new perspectives.
• Experience managing small to medium-sized teams and coordinating across multiple business units and time zones.
• Excellent written and verbal communication skills, with strong organizational and analytical skills.

Nice-to-haves

• Experience with other platforms such as Ovidian and Juniper Square.
• Technical guidance and training experience for coworkers.

Benefits

• Competitive salary with a range of $139,996 to $149,996 annually.
• Discretionary bonus eligibility based on performance.
• Comprehensive health insurance coverage.
• 401k retirement savings plan with matching contributions.
• Paid time off and holidays.
• Opportunities for professional development and career growth.