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BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. As an Associate Salesforce Product manager you will be responsible for capturing actionable functional user stories and running product backlog that drives our Salesforce Platform. The successful candidate will work closely with internal teams to ensure the platform is leveraged to its full capabilities as well as gather requirements, identify enhancements based on feedback and customer needs, troubleshoot, and resolve issues for users, collaborate with internal teams and vendors to design and develop new enhancements, and support implementation and change management efforts. In addition, the role will oversee parts of Salesforce roadmap and play an integral role in growth strategy discussions alongside senior leadership.
Job Responsibility:
Lead requirements gathering sessions and understand business priorities for design and solutioning of applications primarily on the Salesforce platform
Own and manage Salesforce Platform roadmap, and prioritization of features against business needs
Document functional business requirements, process flow diagrams, and business cases
Establish KPI metrics to understand success measures from project inception and tracked throughout its lifecycle
Design and recommend functional solutions using best practices
Develop medium-term roadmaps in collaboration with users and senior management
Develop cross-functional relationships with business teams to prioritize new features based on business impact
Gathers user and market data through different methods (interviews, surveys, secondary data sources)
Builds custom reports to support product decisions in Salesforce
With a focus on Salesforce user experience and workflow, capture business requirements, translate them into system requirements for architects & developers and prioritize them
Ensure requirements evolve into user documentation such that they are simultaneously published as features get released
Drive adoption of new features for systems by working closely with QA engineers along with organizing and participating in user acceptance testing
Ensure data interfaces between all teams is fully documented and agreed
Provide support to business users by generating ad-hoc reports, investigating potential issues with data flow, and/or researching the viability of a suggested improvement
Requirements:
Excellent writing and editing skills combined with strong presentation and public speaking skills
Basic understanding of SaaS platforms and technology systems
Experience as a SCRUM master or certified agile coach
Experience with the full software development lifecycle
Two plus years of related experience working in financial services / technology in business process improvement/engineering/project or product management
Bachelor's degree in Business, Engineering, or related discipline
Product Management, Project Management, Business Analysis experience
Experience working with systems developers in external vendor organization, preferably in an agile environment
Nice to have:
Salesforce Certified Administrator
Experience with Salesforce Sales, Service and / or Financial Services Cloud
Experience with databases and writing simple SQL queries
Strong verbal and written communication
Ability to gather, analyze, and present data to different audiences
Ability to understand a process at a high level, while still drilling into details
Have a thorough understanding of process mapping, data collection, data analysis, procedure writing, and writing effective requirements documentation