Product Manager III, CRM for Marketing & Sales

Product Manager, CRM for Marketing & Sales

WEX is an innovative payments and technology company leading the way in a rapidly changing environment. Our goal is to simplify the business of running a business for our customers and free them to spend more time, with less worry, on the things they love.  We are on a journey to build a unified, world class user experience across our products and services and leverage customer driven innovation to power our growth and strategic initiatives.  

As we lean into our mission to “simplify the business of running a business”, WEX is looking to simplify and reimagine our experiences for both customers and employees. We are looking for a Product Manager to support the execution and delivery of the Digital Channels team’s product roadmap, specifically focused on supporting our enterprise-wide Salesforce CRM transformation. You’ll collaborate across the business, focusing on Marketing and Sales functions, to understand customer pain points and identify business requirements, translate them into technical solutions, and ensure successful execution. In this role, you’ll partner with operations, technology, and other product teams to build CRM end-to-end experiences.  You’ll bring together the capabilities and features that will power and transform our Marketing and Sales teams through our enterprise Salesforce platform.  You will leverage and develop the following competencies: Strategic Mindset, Customer Obsessed, Results Focused, Insights Driven, Trusted Partner, Relevant Expertise.

About the team:

Come and join the Digital Channels Team as we work to transform our company into a truly digital company. We aren’t just changing the way customers engage with us, we are transforming and re-imagining our business, by focusing on the individual user. Our team promotes an agile, collaborative, supportive environment where diverse thinking, innovative design, and experimentation is welcomed and encouraged.

What you’ll do:

• Partner with Sales and Marketing teams to transform and optimize their Salesforce CRM experiences, by leading the product development lifecycle for Salesforce Sales and Marketing Clouds as a part of our enterprise-wide Salesforce transformation

• Deliver best in class digital experiences and enable capabilities that delight employees and help WEX win in the market 

• Deeply understand the Salesforce ecosystem and both internal (agent) and end customer needs to define and prioritize the problems to be solved and inspire the broader team 

• Enhance and iterate on the product roadmap in collaboration with key stakeholders, and drive prioritization and tradeoff decisions 

• Partner with 1-2 scrum teams to define business requirements, refine user stories, and deliver great results iteratively

• Leverage qualitative and quantitative data to measure results, inform roadmaps and achieve benefit, adoption and financial results

• Collaborate with other product management teams, as well as analytics, UX, sales/commercial teams on product research to come up with better and disruptive solutions

• Engage in technical discussions with senior engineers to define product strategy, create value, and impact the direction of products and the business 

• Be a trusted partner that can partner closely with other product managers driving this transformation, present effectively to high-level stakeholders, set clear priorities and direction, and build bridges across groups

How you’ll engage:

• Strategic Mindset:  Seek to understand WEX’s corporate strategy, the competitive environment and market trends and how our products can create value

• Customer Obsessed: Deeply understand our customers’ needs through customer empathy, data and prioritize work

• Results Focused:  Leverage data to understand how the product is performing and prioritize work 

• Insights Driven:  Use qualitative and quantitative insights to drive decisions, define experiments and prioritize roadmap

• Trusted Partner:   Appreciate and comprehend different points of view and share information clearly and transparently with strong collaboration while knowing when to escalate 

• Relevant Expertise: Brings a deep understanding of the market, applied technologies and domain expertise, with a curiosity and learning mindset

What you’ll bring: 

• 2-5 years of product management experience, ideally with an emphasis on Salesforce ecosystem technologies

• Familiarity with CRM platforms, preferably Salesforce Marketing and Sales Clouds, including integration, configuration and AI-enabled capabilities

• Track record of driving cross-functional teams and supporting large transformational initiati