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First United Bank · 2 days ago

Business Product Manager - Salesforce

Plano-Parkwood

Full-time

Onsite

Mid, Senior Level

3+ years exp

First United Bank is a learning organization that offers exciting opportunities for employees to grow. The Business Product Manager – Salesforce Financial Services Cloud plays a critical role in shaping and evolving the Salesforce platform to support banking sales, service, and relationship management processes.

BankingFinancial ServicesInsuranceLending

Responsibilities

Coordinate with the Business Product Owner to develop and maintain the Salesforce FSC product vision and strategy, aligning with Organization objectives and consumer demands

Maintain and prioritize the product backlog to ensure alignment with business objectives

Serve as the Salesforce FSC subject-matter expert, with emphasis on user experience and deep knowledge of FSC data models, including: Person Accounts, Households and relationship groups, Financial Accounts (loans, deposits, treasury, investments), Roles, ownership structures, and related parties (individuals, trusts, LLCs, partnerships)

Lead refinement meetings with the business analyst joint to clarify requirements, prioritize user stories, and ensure team alignment. Gather requirements from key stakeholders, including Community Bank, Retail, Treasury, operations, and compliance and IT teams

Collaborate with the TPO, TPM, and Salesforce developers to ensure solutions support system scalability, operational efficiency, and regulatory compliance

Define, track, and report on key performance indicators such as user adoption, process efficiency, and business value delivery to ensure alignment with strategic goals

Make decisions about system configuration, feature rollout, and trade-offs based on business value and technical feasibility

Act as a liaison between business stakeholders and the Salesforce product team for all strategic initiatives

Contribute to the preparation and communication of regular operational updates, including backlog status, sprint progress, and user adoption metrics

Partner closely with the Product Owner and training/change management teams to develop and maintain a practical, phased roadmap that supports user adoption

Monitor adoption, satisfaction and the effectiveness of implemented solutions; continuously iterating to optimize the lending process using Salesforce

Identify, escalate, and effectively manage risks or issues impacting the successful delivery of Salesforce initiatives

Coordinate with enterprise risk and compliance teams to ensure Salesforce configurations meet regulatory standards

Qualification

Salesforce Financial Services CloudProduct ManagementFinancial Services ExpertiseSalesforce CertificationsAzure Dev OpsStakeholder ManagementRisk ManagementCommunication SkillsTeam Leadership

Required

Bachelor's degree in information systems, Business, Finance, or a related field

3-5 years of experience in financial services, banking technology, or product ownership. Strong preference for commercial and consumer lending within the Community Bank or a regional bank operating model

3-5 years of experience as a Product Manager, Senior Business Analyst, or Technical Analyst in financial services

3-5 years of direct experience working with the Salesforce platform in a commercial or retail banking environment with FSC experience

Strong communication skills with the ability to translate technical details for non-technical stakeholders

Proven ability to prioritize work, manage competing demands, and deliver in a fast-paced environment