Goodleap

USA

Posted on: 02 May 2024

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CRM Product Manager

About GoodLeap:

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

Position Summary

The CRM Product Manager role is responsible for delivering innovative, best-in-class solutions across our Salesforce CRM platform to power world-positive lending. This role will collaborate with user experience and design, business, and technology partners across the enterprise to build experiences that delight our end users. This role will help us shape the product roadmap and vision of our Salesforce platform.

This role will become the resident expert for your assigned product area. This individual will possess a deep understanding of all features, functionalities, and user workflows within your domain. Additionally, this role will be familiar with known product defects and the technical debt associated with their area.

Essential Job Duties & Responsibilities:

Product Strategy – Work closely with senior leaders to set ambitious and clear product vision for growing and scaling our business and product offerings. This role must be data focused, leveraging data and business insights to evaluate performance of your product against business objectives, and pivot / adjust as appropriate, balancing risks, costs, and benefits effectively. Be in tune with the competitive and industry landscape to identify customer needs and trends.

Execution – Be responsible for all aspects of technology product development including discovery, requirements gathering, development, and implementation of features. Ensure rigor in execution and attention to detail by effectively managing the product feature backlog. Coordinate seamless Go-to-Market activities. Work closely with key stakeholders to ensure alignment and manage expectations. Work closely with partners across the board, including UX, Sales, Marketing, Business Development, Legal, Engineering, etc.

Leadership – Motivate the engineering squad to leverage individual strengths to overcome challenges. Model team norms and contribute to positive team dynamics, leading to continuous team performance improvement. Foster an environment of trust, effectively communicating within the squads and with an ecosystem of stakeholders.

Communication and Reporting – Regularly provide updates to senior leaders, stakeholders, partners, squad members, etc. Effectively tailor communications to the appropriate audience to ensure broad alignment, awareness, and advocacy of the product.

Partnership – Support CRM end users in delivering value by integrating the end- to-end client experience.

Required Skills, Knowledge & Abilities:

7-10 years of experience with Salesforce or other CRM platforms, including 5+ years in a Product Manager capacity

Experience implementing and enhancing Salesforce Service Cloud or Financial Services Cloud (preferred)

Ability to flex between strategy and execution seamlessly, and energized by a dynamic and fast-moving work environment

Strong program management skills, experience with client journeys, and demonstrated ability to synthesize data

Technical background with a keen understanding of broader business needs and strategy

Proficient in defining well-thought out user stories, with thorough acceptance criteria and use cases

A passion for digital innovation and commitment to superb customer experience

Adept with Agile, Lean Start Up, and Design Thinking; experience with A/B Testing is a plus

Superior communication skills, able to communicate complex messages and trade-offs, and be able to tell a compelling story

Experience working in a collaborative multi-disciplinary team within an interactive process and an Agile development methodology

Vendor management experience is a plus

Self-starter with outstanding organizational skills

Curiosity to continually reevaluate existing designs

Effective in partnering cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types

Good understanding and/or experience with financial services regulations is a plus

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!