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Salesforce Director of Product

Simplicity Group Holdings
Summit, NJ
  • Posted: over a month ago
  • $125,000 to $150,000 Yearly
  • Full-Time
  • Benefits: medical, vision, 401k, dental, life insurance,
Job Description

Essential Job Function:

The scope of the position includes ownership over roadmap, strategy, and vision of Salesforce Sales (Financial Services Cloud) and Digital Experience (Community) Clouds, as well as ancillary applications like Pardot, High Velocity Sales, and Tableau Analytics. You will first be tasked with creating in depth product backlogs and working closely with end-users to create fresh user stories. From there, you will be evaluating current systems and working with stakeholders to identify where solution redesign or system overhaul may be applicable and advantageous to the business. You will support the development, implementation, deployment, and adoption of SFDC products (Financial Services Cloud, Service Cloud, Digital Experience, Tableau, Pardot, High Velocity Sales, etc.) and other business tools (Synatic, BombBomb, Google Workspace, etc.). You should be passionate about delivering measurable results and enjoy working on a wide variety of projects in a highly collaborative and fast-paced environment.

Primary Responsibilities:

Collaborate with Sales, Marketing, Operations, Finance and IT to identify and define a problem; collect and analyze data pertaining to it; evaluate current processes and procedures; prioritize current business needs; and collaborate to create SFDC solutions to meet these needs

Understand voice of business/users and understand business processes

Adheres to project implementation governance, and develops and maintains project plans, tasks, deliverables, dependencies and resource requirements.

Appropriately communicates project status, escalates issues, and manages timelines and action items.

Identifies opportunities for business process improvements and establishes effective and efficient processes, including prioritizing demand.

Works closely with the product team (internal and external) to assure a timely solution is delivered according to the specifications and implementation needs of the business.

Drives data integrity in platform to support forecasting accuracy.

Evaluate features and solutions tactically and strategically, design solutions with entire enterprise in mind

Participates in special projects as. they arise, including compliance reviews, financial audits, and due diligence reviews.

Supports field organization analyze and develop solutions for our customers through business processes and technology improvement.

Collaborate with the various business units (Sales, Marketing, Ops, Business Development, etc.) to scope out future business use-cases

Gather and capture user requirements

Support product development and deployment process

Perform formal user acceptance testing

Stay current on new features, functionality, and application capabilities of to address business requirements


5+ years' experience in back-office application Product Ownership (3+ years' experience with SFDC required)

Experience with Salesforce Sales and Digital Experience (Community) Cloud

Preferred experience with Financial Services Cloud and Service Cloud

Proficient in creating product backlogs, user stories, product demos, and prototypes

Exposure to ETL tools like MuleSoft, Dell Boomi, or Informatica preferred

Comfortable with project management tools like Asana, JIRA, Confluence, Atlissan, etc.

Productive in an Agile/SCRUM environment and capable of leading SCRUM teams and/or Sprints as needed

High-level business acumen with the ability to liaise with non-technical end users as well as business stakeholders

Experience in Financial Services, Wealth Management, and/or Insurance industries preferred

Certifications listed below are in order of relevance. These are preferred but not required - hands-on experience is considered over certifications

Salesforce Certified Advanced Administrator

Sales Cloud Consultant

Experience Cloud Consultant

Bachelor's (B.S.) Degree, and Master's Degree or equivalent work experience, ideally in Computer Science, Information Technology, Business Administration, or related field(s)


· Compensation based on experience

o Base: $125,000 - $150,000

o Annual Performance Bonus Target: 20%

· Employee benefits (health, 401k, life, etc.)

· Paid Time Off

Location: Summit, NJ / Remote for the right candidate

Company Description
Headquartered in Summit, New Jersey, Simplicity Group Holdings (“Simplicity”) is one of the nation's largest and fastest-growing financial product distribution companies.

Led by hallmarks of education, value, and partnership, Simplicity provides financial professionals and their clients with a comprehensive suite of products and services for developing and supporting holistic financial planning solutions. Simplicity provides its advisor, agent, broker-dealer, and financial institution partners with best-in-class and proprietary products and operational support in the areas of wealth management, guaranteed income, long-term care, and life insurance. The organization also delivers educational sales and marketing resources to help its partners consistently grow and scale their businesses and improve their service capabilities.

In addition to organic growth, the company is also focused on growth by acquisition, with more than 40 companies joining the organization since 2016. Each of Simplicity's operating businesses is directed by its local management team and benefits from access to Simplicity's group resources.

Simplicity has more than 500 employees and 35 operating subsidiaries across the US. Simplicity is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive the organization’s day-to-day business.

Through partnership with top distribution organizations and technology companies, Simplicity seeks to provide compelling business solutions that will attract the industry's best leadership, talent, advisors, agents, and future partners. For more information, please visit

Simplicity Group Holdings


86 Summit Ave

Summit, NJ



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