Product Manager, Salesforce

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

As a Product Manager, you will own the strategy, roadmap, and delivery of our core Salesforce platform. This role is central to our mission, directly impacting our ability to service customers, optimize workflows, and increase funding velocity.

You will work as the critical link between our business stakeholders (Sales, Operations, Risk, Marketing, Collections, Legal) and our technical development teams (Salesforce Admins and Apex Developers). You will join the Product Team to coordinate, plan, and prioritize improvements to Forward's software infrastructure.

• Own, groom, and prioritize the Salesforce product backlog based on business value, technical feasibility, and strategic alignment.

• Develop and communicate a clear, multi-quarter product roadmap that balances new feature development, technical debt, and continuous improvement initiatives.

• Prioritize competing feature requests and product ideas to ensure the team is always working on the highest-impact initiatives.

• Serve as the primary point of contact for all Salesforce feature requests and enhancements.

• Proactively field, analyze, and translate stakeholder needs into clear, actionable, and well-defined product requirements and user stories.

• Write detailed JIRA tickets for Salesforce Admins (configuration) and Apex Developers (custom development), ensuring specifications are complete, testable, and aligned with the business objective.

• Define acceptance criteria and success metrics for all features.

• Act as the liaison between Salesforce Admins and business stakeholders (Sales, Marketing, Collections, Legal). You must be able to explain technical concepts to non-technical team members and vice versa.

• Contribute time to assisting with User Acceptance Testing (UAT) and functional testing to ensure high-quality releases.

• Coordinate and communicate deployment plans with business stakeholders and the technical team.

• Drive alignment on initiatives with stakeholders, ensuring the business is bought in on why investments are being made.

(Even if you don't check every box, but see yourself contributing, please apply.)

• 2-3 years of prior product experience as a Product Manager or Product Owner.

• Demonstrable experience with Salesforce as a Product Manager (e.g., managing a Salesforce-based platform or application).

• Proven ability to translate high-level business goals into specific, detailed technical requirements (user stories, acceptance criteria, wireframes, etc.).

• Expertise in agile development methodologies and managing backlogs using tools like JIRA or similar systems.

• Expertise in agile software engineering practices and best practices for the full software development life cycle, including agile estimation/planning, building, testing, and operations.

• Exceptional communication and interpersonal skills, with the ability to effectively interact with technical teams and executive-level stakeholders.

• Preference for prior experience in the Financial Services, FinTech, or Lending industry.

• Hands-on experience with specific Salesforce tooling, such as:

  • Salesforce Service Cloud

  • Salesforce Marketing Cloud

  • Salesforce Voice Cloud

  • Salesforce Einstein / AI features

• Familiarity with B2B lending processes and the unique needs of a revenue-based financing model.

• Having a technical degree in Computer Science or Information Systems is a plus.

Total Rewards:

Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!

• Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”

• Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.

• Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.

• Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver funds same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $4.1 billion in funding to more than 80,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

US Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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