Senior Product Manager, Salesforce Platform
Why This Role Matters
At Greenbox Capital, we are transforming how businesses access capital by building technology that simplifies underwriting, accelerates decisions, and improves operational efficiency. As a Senior Product Manager focused on the Salesforce platform, you will lead the roadmap for the systems that power our lending lifecycle across servicing, collections and Salesforce-driven operational workflows
Your work will ensure Salesforce and related systems operate as a cohesive platform that supports scalable growth, operational efficiency, and a seamless experience for both clients and internal teams.
This role reports to the Chief Operating Officer and partners closely with engineering and operations leadership.
What You’ll Do
- Own the Salesforce platform roadmap supporting servicing, collections and underwriting workflows
- Partner with engineering leadership to improve Salesforce data models, objects, and system integrations
- Translate operational and underwriting needs into clear product requirements and development priorities
- Design workflow improvements and automation that reduce operational friction and improve processing speed
- Lead product discovery, backlog prioritization, and delivery coordination across engineering and business teams
- Support product launches through documentation, training, and internal enablement
- Expand utilization of Salesforce through improved reporting, integrations, and platform capabilities
- Establish QA and UAT processes to improve release quality and reduce defects
What Success Looks Like
- Product initiatives improve workflow efficiency and reduce manual processing
- Product partners well with technology to deliver strong data infrastructure and design for easy use in workflows, reporting, and data analytics
- Engineering teams receive clear, structured requirements that allow predictable development delivery
- Internal stakeholders rely on the platform to manage workflows, reporting, and operational decision-making
- New capabilities are adopted quickly because they align with how teams work
- Measured through roadmap delivery predictability, product development cycle time, workflow adoption and reduction in manual processes
You’re a Strong Fit If You
- Approach product management as a systems problem, not just a feature backlog
- Enjoy breaking complex operational workflows into structured product solutions
- Work comfortably with engineers, analysts, and operational stakeholders
- Prefer validating ideas through prototypes, diagrams, and workflow exploration
- Communicate clearly and confidently with both technical teams and business leadership
What You’ve Done Before
- 5+ years of product management experience delivering software products
- Experience in fintech, lending, payments, or complex operational environments
- Required experience owning products built on Salesforce or similiar CRM platforms
- Experience improving workflows, automation, or operational decision systems
- Exposure to underwriting, servicing, or credit workflows preferred
Tools and Expertise You’ll Bring
- Salesforce platform knowledge
- Product lifecycle management and Agile delivery
- Analytics tools such as PowerBI, Tableau, Sigma, Looker, or Databricks
- SDLC tools including Azure DevOps, Jira, Linear, or Shortcut
- Vendor evaluation and integration experience
Benefits
💸 Competitive Pay
🌴 Flexible PTO
🏡 Remote — U.S. (Eastern Time hours)
🩺 Full Benefits Package — Health, Dental, Vision
🧠 Smart, Supportive Teammates
Top Skills
What We Do
Greenbox Capital is a place for people who want to move quickly, solve meaningful problems, and take real ownership of their work. We help small businesses access the capital they need to grow, and we're building the team to take that mission further.
Why Work With Us
At Greenbox, we believe the best work happens when people are trusted, challenged, and empowered to think beyond their job description. We move fast, ask hard questions, and take responsibility for outcomes, not just effort. You won’t find layers of red tape or performative culture here. Instead, you’ll find people who care deeply about the work,
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