CRM Product Manager

Posted Yesterday
Hiring Remotely in US
Remote
124K-150K Annually
Mid level
Greentech • Financial Services
The Role
The CRM Product Manager is tasked with delivering innovative solutions across the Salesforce platform. This role involves collaborating with business and technology partners on product strategy, overseeing product development processes, and ensuring effective communication between stakeholders. The manager will also motivate the engineering team and integrate client experiences to maximize value for end users.
Summary Generated by Built In

About GoodLeap:

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.

 

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.


Position Summary

The CRM Product Manager role is responsible for delivering innovative, best-in-class solutions across our Salesforce CRM platform to power world-positive lending. This role will collaborate with business and technology partners in the B2C marketing and contact center areas of the business to build experiences that delight our end users. This role will help us shape the product roadmap and vision of our Salesforce platform.

Essential Job Duties & Responsibilities

  • Product Strategy – Work closely with senior leaders to set ambitious and clear product vision for growing and scaling our business and product offerings. This role must be data focused, leveraging data and business insights to evaluate performance of your product against business objectives, and pivot / adjust as appropriate, balancing risks, costs, and benefits effectively. Be in tune with the competitive and industry landscape to identify customer needs and trends.
  • Execution – Be responsible for all aspects of technology product development including discovery, requirements gathering, development, implementation of features, and post-launch tracking. Ensure rigor in execution and attention to detail by effectively managing the product feature backlog. Work closely with key stakeholders to ensure alignment and manage expectations. Work closely with partners across the board, including business stakeholders, engineering, other product teams, and marketing.
  • Leadership – Motivate the engineering squad to leverage individual strengths to overcome challenges. Model team norms and contribute to positive team dynamics, leading to continuous team performance improvement. Foster an environment of trust, effectively communicating within the squads and with an ecosystem of stakeholders.
  • Communication and Reporting – Regularly provide updates to senior leaders, stakeholders, partners, squad members, etc. Effectively tailor communications to the appropriate audience to ensure broad alignment, awareness, and advocacy of the product.
  • Partnership – Support CRM end users in delivering value by integrating the end-to-end client experience.

Required Skills, Knowledge & Abilities

  • 4-6 years of experience with Salesforce or other CRM platforms, including 3+ years in a Product Manager capacity
  • Experience with B2C consumer direct marketing and cross-sell
  • Experience with contact centers or financial services is a plus
  • Experience implementing and enhancing Salesforce Service Cloud or Financial Services Cloud (preferred)
  • Ability to flex between strategy and execution seamlessly, and energized by a dynamic and fast-moving work environment
  • Strong program management skills, experience with client journeys, and demonstrated ability to synthesize data
  • Technical background with a keen understanding of broader business needs and strategy
  • Proficient in defining well thought-out user stories, with thorough acceptance criteria and use cases
  • Superior communication skills, able to communicate complex messages and trade-offs, and be able to tell a compelling story
  • Experience working in a collaborative multi-disciplinary team within an interactive process and an Agile development methodology
  • Effective in partnering cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types

Additional Information Regarding Job Duties and Job Descriptions:


Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.


If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

Top Skills

Salesforce
The Company
Irvine, CA
638 Employees
On-site Workplace
Year Founded: 2003

What We Do

GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money.

Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more.

We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.

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