Digital Product Manager - CRM and Partnerships

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Prospr is Sun Life's digital front door for Canadians: startup velocity inside a Fortune 500. We're revolutionizing how Canadians access insurance and wealth solutions by building a platform that lets people buy products the way they want to: online in minutes or virtually via a team of trusted, licensed Advisors. 

Behind every great client experience is an equally great experience for the people who serve them. We're building the CRM, lead management, workflow automation, and data capabilities that help our Advisors, Service Sales Associates (SSA), and Insurance Wealth Associates (IWA) spend less time navigating systems and more time helping clients. 

Growth also depends on who we partner with. We're building out our digital partnership ecosystem, expanding our partnerships and lead sources across the digital landscape, along with the CRM and technology experience that connects partners and affiliates to our business. 

We're not playing it safe. We're building with AI, Salesforce, and modern digital platforms to create connected client and advisor experiences at the speed customers now expect. 

As a Digital Product Manager focused on Salesforce and digital partnerships, you own the end-to-end product lifecycle, strategy, execution, and business impact for the platforms and workflows our Advisors, SSAs, and IWAs use to manage leads, engage clients, and drive business outcomes, as well as the partner and affiliate experiences that feed them. 

You set the product vision and define KPIs, then remove friction so your engineering, design, data, and business partners can build and ship better ways of working. 

You'll operate with the velocity and accountability of a tech startup while navigating enterprise platforms, integrations, data, and stakeholders. You'll turn complex sales processes into intuitive digital workflows, challenge legacy ways of working, and help build a scalable CRM and partnership platform that supports Prospr's growth across our Advisor, SSA, and IWA functions. 

What will you do? 

You set the product strategy for our Salesforce, Advisor, SSA, and IWA experience and our digital partnership ecosystem, define success metrics, and make it easy for your squads to build and ship. 

• Own and evolve the product roadmap for Salesforce and related Advisor-, SSA-, and IWA-facing capabilities. 

• Translate advisor and business needs into scalable CRM products, workflows, and platform capabilities. 

• Improve lead management across the funnel, including lead distribution, prioritization, qualification, follow-up, conversion, and pipeline visibility. 

• Build out the digital partnership ecosystem, growing Prospr's partnerships and lead sources through the digital landscape. 

• Enable the experience and technology that give partners, affiliates, and internal teams better visibility into partner lead and affiliate statuses. 

• Partner with engineering and Salesforce teams on platform capabilities, system integrations, data models, APIs, automation, and technical trade-offs. 

• Use advisor behaviour, funnel performance, operational data, and user research to identify opportunities and prioritize investment. 

• Simplify advisor workflows by reducing manual work, unnecessary hand-offs, and fragmented experiences across systems. 

• Identify opportunities to apply AI and automation to improve advisor productivity and client engagement. 

• Partner with sales leadership, operations, marketing, compliance, data, engineering, and design to build connected end-to-end experiences. 

• Balance immediate business needs with a longer-term platform strategy that can scale as Prospr grows. 

What do you need to succeed?  

• Advisor, SSA, and IWA Adoption: Advisors, SSAs, and IWAs consistently use the CRM as part of their day-to-day workflow because it makes their work simpler and more effective. 

• Sales Productivity: Product improvements reduce administrative effort and allow Advisors, SSAs, and IWAs to spend more time engaging with clients and prospects. 

• Lead & Pipeline Performance: CRM capabilities improve how leads are distributed, prioritized, managed, nurtured, and progressed through the funnel. 

• Partnership Ecosystem Growth: The digital partnership ecosystem expands, with better partner lead and affiliate statuses and a growing, well-managed set of lead sources. 

• Consistent Delivery: Squads ship predictably and with high quality, with each release tied to measurable advisor or business outcomes. 

• Squad Leadership: You lead cross-functional teams of engineers, designers, analysts, and Salesforce specialists toward a unified product vision. 

• Autonomous Execution: Teams operate with clear product requirements, measurable outcomes, and minimal need for escalation. 

• Stakeholder Trust: Sales and business leadership trust your product judgment, roadmap decisions, and commitments. 

• Data-Driven Cadence: You establish clear metrics for adoption, Advisor, SSA, and IWA productivity, lead progression, partner and affiliate performance, conversion, and operational performance. 

• Product Leader: You're a product manager with experience building CRM, sales technology, advisor, partner or affiliate, or employee-facing digital products. 

• CRM Product Thinker: You understand that a great CRM isn't a database. It's a product that should make the user's next best action obvious, reduce friction, and improve business outcomes. 

• Strategic Executioner: You're strategic but execution-focused. You set direction, empower teams, and stay close enough to delivery and data to make good decisions. 

• User Obsessed: You spend time understanding how frontline users actually work and translate their pain points into scalable product solutions rather than one-off fixes. 

• Technically Credible: You can have meaningful conversations about Salesforce architecture, APIs, integrations, data models, automation, and technical trade-offs without needing to be the engineer in the room. 

• Cross-Functional Champion: You align sales, operations, technology, design, data, and leadership around common outcomes. 

• Comfortable With Complexity: You can simplify complicated sales processes, enterprise systems, and competing stakeholder needs into clear product decisions. 

• Ownership Mentality: You're accountable for adoption and business outcomes, not just requirements, features, or releases. 

• Thrives in Ambiguity: You're comfortable bringing structure to evolving problems and operating with startup speed inside an enterprise environment. 

What will be nice to have: 

• 4+ years of product management experience, with hands-on experience owning CRM, Salesforce, sales technology, or advisor-facing products. 

• Demonstrated experience using Salesforce as a product platform, rather than simply managing individual configuration requests or administering the system. 

• Strong understanding of CRM and sales workflows such as lead management, lead routing, qualification, pipeline management, activities/tasks, customer engagement, and sales productivity. 

• Demonstrated success owning end-to-end product lifecycles, from discovery and strategy through planning, delivery, launch, adoption, and optimization. 

• Experience partnering with engineering and technology teams on Salesforce integrations, APIs, data flows, workflow automation, and enterprise systems. 

• Strong product discovery and UX skills, with experience turning complex operational processes into intuitive user experiences. 

• Experience running an agile product cadence, including prioritization, roadmap planning, dependency management, backlog management, and user testing. 

• Strong data fluency, with the ability to translate business goals into measurable product KPIs and use data to drive prioritization and continuous improvement. 

• Experience working directly with frontline sales teams, Advisors, SSAs, IWAs, relationship managers, or similar users is a strong asset. 

• Experience with digital partnerships, affiliate, or referral programs, including partner lead flows and status tracking, is a strong asset. 

• Experience navigating risk, privacy, legal, compliance, and technology constraints in a complex or regulated environment is an asset. 

• Experience with financial services, insurance, FinTech, or another regulated industry is an asset. 

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• Flexible Benefits from the day you join to meet the needs of you and your family.

• Pension, stock and savings programs to help build and enhance your future financial security.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

85,000/85 000 - 128,000/128 000

Job Category:

Product

Posting End Date:

14/11/2026