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CRM Product Manager - Salesforce

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We are looking for an experienced Product Manager to own the Salesforce.com platform supporting our Global Institutional and Intermediary (Retail) business lines. The platform is used by 700 staff across sales, client services, marketing, management, and analytics teams. The CRM Product Manager will be responsible for the continual evolution, support, and promotion of the CRM platform to drive commercial outcomes for these teams and the firm.

Responsibilities:

Build and maintain relationships with key business stakeholders to understand priorities, needs, and opportunities for enablement and to improve the seller experience.
Lead a global team of Salesforce Administrators and data analysts who provide day-to-day support for users, run ongoing processes to ensure data integrity of the platform, provide new joiner and ongoing training, and deliver improvements.
Partner with our CRM IT team to ensure technical support for the platform and deliver on change initiatives. Partner with Business Analytics, Sales Data Management, Enterprise Data Governance 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, the CRM vendor landscape, and sales technology advances.
Collaborate with business stakeholders, CRM team and IT to develop business cases for initiatives, and to propose solutions, evaluate vendors, make build vs buy recommendations and decisions.
Develop a strategic roadmap for the platform and take overall responsibility for delivering to the roadmap. Act as a direct project manager for certain key initiatives.
Define and ensure smooth ongoing processes for ad hoc requests, ongoing data management, issue resolution, change management.
Establish metrics and measure progress towards increasing adoption. Establish KPIs and metrics around CRM team servicing levels.

Requirements:

8 - 10 years’ experience on Salesforce platform, certifications (ADM201, ADM211) preferred
5 - 10 years’ experience in Financial Services preferably Asset Management
3 – 5 years of progressive leadership experience, including managing staff who routinely engage with technology to assess, construct and deliver functionality
Expert proficiency in Salesforce.com administrative processes and architectural constructs
Strong data management skills, experience with automated batches, data management processes
Very strong project and program management experience – Azure Dev/Ops, Jira, Trello, or similar agile project management platform experience preferred; demonstrated ability for managing ongoing operational support for a platform
Able to connect seemingly unrelated questions, problems, or ideas from different industries or fields to deliberately assemble new perspectives or realign those of others and the organization; demonstrate curiosity, take initiative to identify problems, offer creative solutions
Ability to manage analytic/technical and business professionals successfully and communicate analytic results to non-technical partners

About Neuberger Berman Group LLC:

Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.

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Compensation Details

The salary range for this role is $130,000-$170,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

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What You Should Know About CRM Product Manager - Salesforce, nb

If you're a seasoned Product Manager with a passion for Salesforce and a knack for driving impactful business solutions, then Neuberger Berman Group LLC might have the perfect opportunity for you! We are on the lookout for a CRM Product Manager - Salesforce to steer our Salesforce.com platform that serves as the backbone for our Global Institutional and Intermediary business lines. This robust platform is utilized by an impressive 700 staff across diverse teams including sales, client services, marketing, and analytics. In this role, you’ll get to build strong relationships with essential stakeholders, fostering a culture of collaboration that facilitates understanding of their needs and priorities. You’ll lead a global team of Salesforce Administrators and data analysts, ensuring not only the smooth operation of the platform but also the ongoing training and support our users need. Staying updated on best practices and advancements in CRM and sales technology will empower you to propose innovative solutions and create strategic roadmaps that align with business objectives. Your blend of technical expertise and project management prowess will be critical as you measure progress and establish KPIs that enhance user adoption. If you're ready to take on a leadership role that directly impacts our growth and strategic initiatives, we encourage you to learn more about this exciting opportunity at Neuberger Berman!

Frequently Asked Questions (FAQs) for CRM Product Manager - Salesforce Role at nb

What are the main responsibilities of the CRM Product Manager - Salesforce at Neuberger Berman?

The CRM Product Manager - Salesforce at Neuberger Berman is responsible for overseeing the Salesforce.com platform that supports our Global Institutional and Retail business lines. Key responsibilities include building relationships with stakeholders, leading a team of Salesforce Administrators, ensuring data integrity and usability, collaborating for business strategy development, and acting as a project manager for key initiatives.