Product Manager - Sales Experience Platform, Vice President

• Translate AM use cases across leads, prospects, and clients into clear SEP/Salesforce requirements and operating routines, spanning client financials (opportunities, mandates, business at risk, accounts, flows, trades, GL rebates) and coverage (roles, assignments, hierarchy logic).
• Own integrations bringing client financials and financial reference data into SEP from AM systems (e.g., PandA, CBOR, Fusion, UDM), including scope, prioritization, delivery plans, and release readiness.
• Own end-to-end integration with internal HR sources to keep sales team hierarchy current and aligned with Sales and Finance reporting.
• Define, implement, and maintain coverage assignment and cascading logic across key objects (e.g., Companies, Contacts, Opportunities, Mandates, Accounts) so outcomes match agreed coverage models and personas.
• Implement controls to keep financial and coverage data accurate and governed (validation checks, approvals where needed, reconciliation to systems of record, audit-ready traceability).
• Drive data stewardship across financial and coverage domains: define attributes, mappings, lineage, and usage guidance so data is fit for how teams use SEP.
• Establish operational discipline for production: monitoring, reconciliation, issue triage, root-cause analysis, remediation, SLAs, and runbooks.
• Lead discovery and delivery: stakeholder workshops, scope definition, user stories, acceptance criteria, rollout plans, and cross-team coordination across data, engineering, and partner teams.
• Drive UAT, training, rollout communications, and adoption so teams use SEP financial and coverage views consistently and correctly.
• Create and maintain user-facing documentation (definitions, sources, rules, reporting guidance, known limitations).
• Align stakeholders across Sales, Technology, and Data Governance on ownership, stewardship, change control, release communications, and standards that enable self-service.

• 5+ years of experience or equivalent expertise in product management or a relevant domain area
• Strong knowledge of AM business processes affecting client financials and coverage across the sales lifecycle
• Demonstrated product ownership in cross-functional teams (business, engineering, data, controls), translating processes into clear requirements and measurable outcomes
• Experience delivering system-to-system integrations and managing dependencies across multiple upstream teams, including HR/hierarchy sources
• Track record improving data quality through controls, reconciliation, monitoring, and structured issue management through resolution
• Ability to write high-quality requirements (problem statements, scope, user stories, acceptance criteria) and drive delivery through UAT and rollout
• Strong stakeholder management and communication skills; comfortable presenting decisions, trade-offs, and progress to senior leaders
   

• Demonstrated prior experience working in a highly matrixed, complex organization
• Salesforce delivery experience in a complex, regulated environment
• Familiarity with financial reference data, identifiers/hierarchies, and data governance (ownership, stewardship, lineage)
• Experience designing or operating coverage models and hierarchy-driven reporting for Sales and Finance audiences
• Experience operating production support routines for data products (SLAs, runbooks, incident/problem management)
   

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.