Product Manager - Deal Management

New York, NY

Kforce has a client that is seeking a Product Manager - Deal Management (Salesforce & Investment Pipeline) in New York, NY for a full-time hybrid work environment. Are you a strategic thinker with a passion for building scalable, data-driven platforms? Do you thrive in fast-paced environments where cross-functional collaboration and leadership are key? We are looking for a Product Manager - Deal Management to lead the development of global investment lifecycle tools and drive innovation across pipeline and CRM systems. This is a high-impact role where you will guide a talented team of product managers and analysts, shape the roadmap for Salesforce-based platforms, and partner with stakeholders across investment, legal, compliance, and engineering teams. What You'll Do:

  • Lead Product Strategy: Define and execute a multi-year roadmap for global deal and pipeline management systems, focusing on automation, scalability, and compliance
  • Manage & Mentor: Build and lead a high-performing team of product managers and analysts, fostering growth and alignment with organizational goals
  • Own Salesforce Platforms: Oversee Salesforce workflows, dashboards, and integrations to ensure consistency and usability across regions and asset classes
  • Drive Pipeline Excellence: Create standardized frameworks for deal tracking, stage gating, and performance reporting across investment strategies
  • Collaborate Cross-Functionally: Partner with Investment, Legal, Risk, Operations, and Engineering teams to deliver user-centric, scalable solutions
  • Deliver Insights: Build intuitive dashboards and reporting tools that provide actionable insights into deal flow, pipeline health, and strategic allocation
  • Champion Change: Lead governance and change management efforts to ensure successful adoption of new features and processes
  • Manage Vendors: Evaluate third-party platforms and integrations, making informed buy vs. build decisions and managing vendor relationships
  • 10+ years in product management, including 3+ years in team leadership
  • Deep expertise in Salesforce development, architecture, and workflow automation
  • Strong understanding of investment pipeline management and performance analysis
  • Proven ability to define and deliver strategic product roadmaps
  • Exceptional communication and stakeholder management skills
  • Data-driven mindset with experience in analytics, KPIs, and reporting
  • Technical fluency in enterprise systems, APIs, and integration frameworks
Benefits & Perks:
  • Comprehensive health, dental, and vision insurance
  • Generous paid time off and holidays
  • Retirement savings plan
  • Professional development and training opportunities
  • Hybrid work flexibility
  • Inclusive and collaborative team culture
This is your opportunity to shape the future of investment technology and make a meaningful impact across global teams. If you are ready to lead with vision and deliver with precision, we would love to hear from you.

Posted 2025-09-24

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