Senior Product Manager – Financial Services
Freelance Contract | New York, NY | On-site 3–4 days per week | Through year-end
We are seeking an experienced Senior Product Manager to lead operational excellence and product delivery for enterprise client data and CRM platforms within a fast-paced financial services environment. This hands-on role blends product management, business analysis, production support, and stakeholder leadership.
What You’ll Do
- Lead day-to-day production management for client data and CRM platforms, ensuring platform stability, reliable data flows, and efficient business operations.
- Partner with business, technology, and support teams to prioritize incidents, enhancements, defects, and service requests.
- Drive root-cause analysis, issue triage, incident communication, and continuous operational improvement.
- Gather and translate business needs into clear requirements, user stories, process flows, and functional specifications.
- Support Salesforce and related enterprise CRM capabilities, including data quality, reporting, campaigns, contacts, accounts, and workflows.
- Coordinate release planning, testing, approvals, deployment readiness, and post-release validation.
- Develop meaningful operational reporting, governance processes, and executive-ready status updates.
- Collaborate closely with senior stakeholders across sales, marketing, operations, client service, product, data governance, and technology.
What You Bring
- 7+ years of experience in product management, business analysis, production management, application support, or CRM technology.
- Strong hands-on experience with Salesforce or another enterprise CRM platform.
- Experience using Tableau, Snowflake, SQL, Python, or comparable data analysis and reporting tools.
- Proven ability to manage incidents, perform root-cause analysis, and improve production processes.
- Experience with ServiceNow, Jira, Agile delivery practices, and release/change management.
- Excellent analytical, communication, and stakeholder-management skills.
- Ability to balance multiple priorities and deliver effectively in a highly collaborative environment.
Preferred Experience
- Financial services, asset management, or investment management experience.
- Experience supporting client, account, contact, sales, marketing, or distribution platforms.
- Knowledge of data governance, operational controls, audit readiness, and enterprise release processes.
This is an opportunity to make an immediate impact on critical client data and CRM initiatives while working with cross-functional teams at the intersection of technology, operations, and business strategy.
