Salesforce Product Manager
COMPANY OVERVIEW
Citco is a global leader in fund services, corporate governance, and related asset services. With over 75 years of experience, Citco provides solutions across the financial ecosystem, supporting hedge funds, private equity, real assets, and institutional investors. Our commitment to innovation, operational excellence, and client service has made us a trusted partner for the world's most sophisticated investors.
THE OPPORTUNITY
This is an exciting opportunity to join Citco's Client Experience team as a Product Manager focused on Salesforce. In this role, you will shape and deliver Salesforce capabilities across Sales/Financial Services Cloud and Marketing Cloud, driving adoption, platform governance, and business value.
You will act as a bridge between business and technology, ensuring Salesforce is leveraged to improve client engagement, streamline sales and marketing processes, and enable data-driven decision-making.
THE TEAM
Citco's Client Experience team is building a Salesforce Center of Excellence (CoE) to standardize, scale, and innovate Salesforce across the firm. This team works closely with architects, administrators, developers, and business stakeholders to deliver impactful Salesforce solutions.
As a Product Manager, you will help guide Salesforce delivery, strengthen adoption, and ensure alignment with global business objectives.
WHAT WE ARE LOOKING FOR
Education
Bachelor's degree in Business, Information Systems, Computer Science, or related field.
Experience
5-8 years of professional experience, with at least 4+ years in Salesforce-focused roles.
Proven expertise in Sales Cloud or Financial Services Cloud (opportunity management, client onboarding, KYC, sales workflows).
Experience with Marketing Cloud (journeys, campaigns, automation, reporting).
Prior exposure to financial services, asset management, or capital markets preferred.
Experience working with cross-functional teams in a global environment.
Skills
Strong knowledge of Salesforce configuration, data models, reporting, and integrations.
Ability to create solutions that balance business needs with platform scalability.
Strong analytical and problem-solving skills.
Excellent communication skills, with the ability to engage both technical and non-technical stakeholders.
Organized, proactive, and able to manage multiple priorities.
Certifications
Salesforce Certified Sales/Financial Services Cloud Consultant.
Salesforce Certified Marketing Cloud Consultant (or strong working knowledge).
Salesforce Administrator or Platform App Builder certification a
