Cais Technical Product Manager leads product for Salesforce at CAIS, working directly with Salesforce configuration and cross-functional teams. Responsible for roadmap, prioritization, data quality, integrations, and evolving Salesforce with AI.
Responsibilities
We are looking to hire a Technical Product Manager to lead product for Salesforce at CAIS and to work directly in the system alongside our Salesforce team. Salesforce is where our Sales, operations, and client service teams manage firms, advisors, trades, and cases, so this role directly shapes how our teams work each day. The role also provides product support for our Data team, in an advisory capacity.
AI is central to how we work and what we build. We expect this person to use AI tools every day to drive product outcomes, from research and requirements to prioritization and measuring results, and to define how Salesforce evolves with AI at CAIS.
Own the Salesforce roadmap as the team’s product lead. Partner with Sales and our operations and client service teams to build one cohesive plan, and keep it current as priorities change.
Run intake and prioritization. Replace request-by-request work with a clear process for how requests are received, ranked, and scheduled, and make trade-offs visible to stakeholders.
Configure Salesforce directly: build and maintain flows, custom objects, fields, and permissions, and write clear requirements for work your teammates build.
Drive Sales adoption. Understand how Sales teams actually use Salesforce, remove friction, support training, and measure usage.
Own data quality: duplicate prevention, firm, team, and contact structure, and third-party enrichment, with one trusted source for each key data point shared between the CAIS platform and Salesforce.
Own the integrations between the CAIS platform and Salesforce, such as trade and client data syncs, so Sales and Finance see accurate and timely information.
Define how Salesforce evolves with AI, including AI assistants that work inside the CRM, automated record updates and activity logging, and evidence-based recommendations on what to build.
Use AI tools in your daily work to move faster and make better decisions, including discovery, drafting requirements, analyzing data, and keeping stakeholders informed, and help your team do the same.
Provide advisory oversight of the Data team's roadmap and work tracking board, partnering with the Data team's leader on planning.
Represent Salesforce priorities in cross-functional planning, translating technical trade-offs into business-impact language for non-technical stakeholders.
