Salesforce Product Manager
Citco
Salesforce Product Manager
Citco
Global administrator and adviser for funds
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 plus.
WHY CITCO?
Opportunity to play a key role in building Citco’s Salesforce Center of Excellence.
Exposure to enterprise-level Salesforce programs in a global financial services firm.
Direct impact on Citco’s client engagement and marketing strategy.
Competitive compensation, benefits, and professional growth opportunities.
Our Benefits
Your well-being is of paramoun importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
RESPONSIBILITIES
Platform Ownership & Delivery
Own and manage Salesforce Sales/Financial Services Cloud and Marketing Cloud solutions for Citco’s Client Experience team.
Translate business requirements into scalable Salesforce solutions, balancing usability and compliance.
Oversee integrations with CitcoOne™ portal, enterprise systems, and data platforms.
Ensure data quality, reporting integrity, and adoption of Salesforce features.
Business Engagement & Strategy
Partner with business leaders in sales, client services, and marketing to define Salesforce roadmaps.
Champion Salesforce adoption and provide training/enablement support where needed.
Identify opportunities to use Salesforce Data Cloud, Einstein/AI, and advanced analytics to drive insights.
Governance & Quality
Uphold Salesforce governance standards, ensuring consistency across regions and teams.
Participate in release planning, QA, and UAT cycles, ensuring high-quality delivery.
Proactively monitor platform health and recommend improvements.
Leadership & Collaboration
Act as a subject matter expert (SME) for Salesforce within the Client Experience team.
Partner with IT, vendors, and the global CRM team to ensure timely and effective Salesforce enhancements.
Provide guidance to junior team members, administrators, and business users.
Citco provides professional financial services for the alternative investment industry and related areas, including fund administration, fund accounting, NAV calculations, investor relations, governance services, and banking and custody. It delivers these services through a global network and proprietary technology across divisions such as Citco Fund Services & Investor Relations, Governance Services, Banking, Depositary & Custody, and Citco Technology Management. Citco differentiates itself by its size, long heritage, global coverage, and in-house technology development that supports secure, scalable administration. Its goal is to be a trusted advisor and the leading service provider in financial and professional services, helping clients navigate markets and make informed decisions.
Explore more opportunities at Citco