Client Appointment

1 month ago


Charlotte, North Carolina, United States Truist Full time

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Product Manager will be responsible for modernizing Truist's Teammate Platform Experience across multiple key client-facing channels. This role serves as the primary liaison between the Salesforce product team, Salesforce delivery teams, and key business stakeholders. The Product Manager will determine and own prioritization to deliver a modern Salesforce Scheduler (Client Appointment) experience for our clients and teammates. The position requires the ability to translate strategic priorities into tactical execution, while managing and engaging with downstream dependent teams. This role will aid in business case development, user-centered design studies, and end-to-end solution validations.

The ideal candidate for this role has meaningful Salesforce experience and can deliver and measure business value through platform experiences. The Product Manager will work with Product Owners to convert the high-level vision into agile epics and features which inform the prioritized technology backlog. This position must be able to work at the strategic level (generating innovative ideas for growth) and at the tactical level (analyzing data, solving problems, and working with delivery teams for development).

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Requires strong communication and interpersonal skills & the creation and delivery of succinct executive-level presentations to explain and sell plans/vision
  2. Analyze the market and competitive environment to define a differentiated product vision that delivers unique value. Translate analyses into sound recommendations based on data and experience.
  3. Set Planning Increment (PI) vision, priority and definition, partnering with product owners on feature prioritization, delivery timelines, and backlog roadmap.
  4. Collaborate with a wide variety of partners to align on strategy and develop a delivery roadmap that supports business goals.
  5. Write epics and features in support of the defined roadmap, working with partners to prioritize across teams.
  6. Viewed as SME by technology and business partners to define efforts, assist with requirements and assisting in overall project management, risk management and organizational readiness activities
  7. Obtain partner alignment and approvals including legal, compliance, security, fraud and others as needed
  8. Provide direction to product owners on the Implementation plan, monitor execution and provide support and guidance as necessary.
  9. Update business channel leadership on the Epic and Feature delivery schedule including dependencies impacting deliverables, along with recommended solutions.
  10. Create and track product metrics to inform strategy and roadmap, sharing analysis with partners

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Meaningful experience with Salesforce product, ideally within a Financial Services organization
  2. 5+ years of relevant financial services or consulting firm experience, working on teams with responsibility for strategic planning, product management, and industry analysis
  3. Excellent skills in presentation, facilitation, communication, and negotiation
  4. Articulate, persuasive, and comfortable interacting with all levels of people 5. Experience with processes and tools supporting Agile methodologies; 5+ years desired
  5. Comfort managing concurrent projects in a fast-based, results-driven environment
  6. Ability to translate strategic plans into tactical daily actions for execution
  7. Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues
  8. Comfortable with ambiguity, leading work autonomously, and making independent decisions
  9. Expertise in partnering with multiple groups (IT, Marketing) to define and execute on a road-map.
  10. Bachelor's degree in related field or an equivalent combination of education and related work experience
  11. Ability to lead cross-functional teams without formal authority

Preferred Qualifications:

  1. Experience designing and/or implementing Salesforce solutions
  2. Experience translating a business vision into written user stories
  3. Experience working in an Agile environment as a Product Manager/Owner
  4. Capable of managing multiple projects in a fast-paced environment
  5. Strong business knowledge and technical acumen with a strong understanding of product management
  6. Salesforce certified is a plus

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Standing

Frequently (25% - 50% of the time)

Walking

Frequently (25% - 50% of the time)

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel

Minimal and up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site )

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law )

Pay Transparency Nondiscrimination Provision )

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