Sales Experience Product Manager (Fintech)

TL;DR

Sales Experience Product Manager (Fintech): Owning the product vision, strategy, and roadmap for the sales experience platform, focusing on the Salesforce ecosystem. Focus on designing, implementing, and continuously improving Salesforce and integrated sales tools that empower sales teams to operate more efficiently and effectively within the Asset Management client organization.

Location: New York, New York, United States

Salary: $115,000-$270,000

Company

hirify.global is a leading global investment banking, securities and investment management firm.

What you will do

• Lead end-to-end product management of the Salesforce platform, including configuration, customization, and integrations.
• Drive the adoption of AI-powered workflows and intelligent automation within the sales experience ecosystem.
• Partner with sales leadership to identify pain points and translate business needs into technical solutions.
• Oversee the design and delivery of salesperson tooling that streamlines day-to-day workflows and enhances CRM adoption.
• Collaborate with data and analytics teams to integrate centralized client intelligence into the sales experience platform.
• Manage and grow the team, ensuring alignment with business priorities and effective delivery of solutions.

Requirements

• 8–12 years' of experience in product management, sales technology, or CRM platform delivery, ideally in the Asset Management, Wealth Management, or broader Financial Services space.
• Deep technical implementation knowledge of the Salesforce platform, including hands-on experience with configuration, customization, integrations, and platform governance.
• Demonstrated background in salesperson tooling—designing, building, and optimizing tools and workflows that directly support front-office sales teams.
• Experience with AI workflows, intelligent automation, or machine learning applications within CRM or sales platforms is highly preferred.
• Strong ability to build collaborative relationships and communicate effectively with business and IT leaders, project members, and vendors to assure success.
• Data-driven, user-centered design approach to product development.

Culture & Benefits

• Valuable and competitive benefits and wellness offerings.
• Training and development opportunities and firmwide networks.
• Benefits, wellness and personal finance offerings and mindfulness programs.
• Committed to fostering and advancing diversity and inclusion.