Product Manager (Salesforce)

The role

The Product Manager will own the operations technology platform including the Salesforce ecosystem, workflow automation, and AI agents. This role involves defining roadmaps, mapping operational workflows, and partnering with business stakeholders to translate requirements into user stories.

What you will do

• Define the roadmap and prioritization for operations technology including Salesforce, workflow automations, integrations, marketing automation, and AI agents.
• Map end-to-end operational workflows to improve outcomes across account management, application processing, underwriting, funding, and servicing.
• Partner with marketing to enhance customer engagement journeys using Marketing Cloud.
• Identify effective uses for AI agents in case deflection, agent-assist summarization, next-best-action, and document intake.
• Partner with business stakeholders across various departments to refine requirements and prioritize demands.
• Translate business requirements into user stories and run agile delivery with developers and admins.
• Establish and iterate on metrics.
• Identify new technology opportunities and lead build-versus-buy-versus-configure efforts.

Required qualifications

• 4-7+ years of product management experience building internal tools, business systems, or B2B SaaS products.
• Deep, hands-on Salesforce experience and understanding of the data model, security and sharing.
• Real integration fluency: REST APIs, webhooks, middleware (MuleSoft, Workato, Tray, or similar), and event-driven architecture.
• Proven track record in workflow automation and process design, process mapping, SLA definition, and documented, measurable reductions in cycle time or manual effort.
• Experience with Marketing Cloud lifecycle journeys, segmentation, consent and preference management, and compliance constraints on outbound email and SMS.
• Direct experience in loan origination, mortgage lending, servicing, or adjacent financial services, with a working understanding of compliance requirements and industry workflows.
• Proven ability to thrive in ambiguity and fast-paced environments.
• Hands-on experience running agile delivery: writing user stories, grooming backlogs, and leading sprint planning and retrospectives.
• Comfort working with SQL or report-builder proficiency and experience building dashboards.

Nice to have

• Salesforce certifications

Benefits

• competitive salaries
• 100% paid medical and dental benefits
• generous PTO policy
• paid parental leave program

About the company

Unison is a San Francisco-based company that helps homeowners access equity flexibly through the Unison Agreement. The company has expanded to 30 states and surpassed $5B in real estate investments.