Product Manager, Investor Information Systems

Job Description

We are seeking a highly motivated Senior Product Manager to lead initiatives at the intersection of fundraising operations and Salesforce-based investor systems. This role is ideal for someone with deep expertise in institutional fundraising workflows, investor lifecycle management, and managing Salesforce as a strategic platform. The successful candidate will have experience in the alternative asset industry and will partner with the Head of Investor Information Systems and business partners to develop the roadmap, promote adoption of scalable solutions, and ensure alignment between business needs and technology delivery.

• Serve as the product owner for Salesforce and related investor systems, with a focus on fundraising operations, investor onboarding, and reporting.

• Lead discovery and delivery of enhancements supporting capital raising, investor communications/operations, and RFP processes.

• Collaborate with Investor Operations, Investor Relations, RFP, and Events teams to define and prioritize business requirements.

• Translate fundraising workflows into scalable Salesforce solutions aligned with data governance and compliance standards.

• Own and evolve the product strategy and multi-year roadmap for investor systems in alignment with firm-wide digital transformation initiatives.

• Drive architectural decisions and platform strategy across Salesforce and integrated investor technologies.

• Define and enforce scalable design standards and patterns across multiple development teams.

• Manage and mentor junior product managers or analysts, fostering a culture of ownership, accountability, and continuous improvement.

• Lead change management and user adoption efforts across business teams during major platform changes.

• Manage project plans, timelines, and stakeholder communications for Salesforce (and associated product suite) and reporting tool enhancements.

• Act as the primary liaison between business users and technical teams, ensuring clarity in requirements and solution design.

• Champion best practices in Salesforce configuration, data modeling, and user experience.

• Evaluate and implement emerging technologies (e.g., AI-driven productivity tools) that support fundraising efficiency and investor engagement.

Education:

• BS or MS in Computer Science or related field

• Master of Business Administration (Preferred)

Experience Required:

• 12+ years in technology or product leadership roles, with strong experience in fundraising operations and investor systems.

• Deep understanding of institutional fundraising, investor data, and capital lifecycle processes.

• Prior experience managing or mentoring direct reports or cross-functional teams in a product or systems leadership role.

• Proven expertise in Salesforce as a platform for investor engagement, including configuration, workflows, and integrations.

• Experience with data strategy, including aggregation, transformation, and reporting tools (e.g., Power BI, Tableau).

• Familiarity with partnership accounting and tools like Investran is a plus.

• Strong communication skills and ability to engage both technical and non-technical stakeholders.

• Demonstrated ability to lead cross-functional teams and deliver high-impact solutions in a fast-paced environment.

• Experience with Agentforce or Salesforce AI features (e.g., Opportunity Scoring, Activity Capture, Automated Insights) and/or AI-driven productivity tools, and integration with Salesforce Sales Cloud.

• Hands-on experience configuring and managing Pardot for B2B marketing automation, including lead scoring, campaign execution, segmentation, and integration with Salesforce CRM.

• Strong understanding of Pardot analytics, dynamic content, and advanced features such as Business Units and custom redirects for personalized experiences.

• Strong understanding of RFP lifecycle management, including coordination with legal, compliance, sales, and subject matter experts.

• Hands-on experience with RFP automation tools (e.g., Loopio, RFPIO, Qvidian) and integration with CRM platforms like Salesforce.

• Proficiency in SQL, APIs, and Agile delivery tools (e.g., Jira, ServiceNow).

• Partner with Business Applications and App Support teams to ensure seamless delivery and support of investor-facing tools.

Reporting Relationships

Compensation

$230,000 - $250,000

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.