Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Solutions Product Manager - Agentforce Operations for Financial Services

$148.5k - $223.9k

Salesforce

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategoryProductJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.The Solutions Product Manager is responsible for designing, implementing, and optimizing automated business process solutions ("Blueprints") using the platform's existing capabilities.This role is hands-on and execution-focused, partnering closely with customer-facing teams and AI agents to transform manual processes into automated workflows.Unlike a traditional PM responsible for product feature development, this role focuses on blueprint creation, process improvement, and identifying automation opportunities, while providing structured feedback to Product.Responsibilities:Partner with customer-facing team leaders to map and analyze customer requirements for new solutionsIdentify operational inefficiencies, manual processes, and automation opportunities for each solutionBuild solution blueprints and workflow automations using current platform featuresWork directly with AI agents and prompting tools to design automated solutionsValidate, test, and iterate blueprints for accuracy, consistency and performanceDocument solution architecture, demonstrations, and implementation guidelinesProvide detailed feedback to Product Managers regarding feature gaps and enhancements needed to support solution scalabilitySupport rollout and enablement of blueprint solutions across teams and customersQualifications:5+ years of experience in Financial Services (e.g., Banking, Insurance, Asset Management, Lending, or FinTech)Familiarity with financial operations, compliance, or risk-related processes (e.g., onboarding, audits, claims, or payments)Experience in Product Management, Process Automation, Business Analysis, or Solutions ConsultingStrong understanding of business workflow mapping, process modeling, and process improvement methodologiesProven experience translating business requirements into structured automated workflows or solutionsHands-on technical experience with automation tools, workflow builders, AI prompting, or low/no-code platformsExcellent communication and collaboration skills across both technical and non-technical audiencesAnalytical mindset with ability to measure solution impact through dataPreferred Qualifications:Experience in SaaS, AI automation, contact center operations, or customer experience technologyExperience with prompt design or agent-based automation solutionsFamiliarity with feature prioritization and product feedback processesUnderstanding of regulatory or compliance frameworks (e.g., SOX, KYC/AML, audits, or third-party risk)Unleash Your PotentialWhen you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.AccommodationsIf you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.Posting StatementSalesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $148,500 - $223,900 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $178,900 - $246,000 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.SummaryLocation: New York - New York; California - Irvine; Illinois - ChicagoType: Full time

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Solutions Product Manager - Agentforce Operations for Financial Services in New York, NY vacancy
  • $115k - $225k

     ...is a leading global financial services firm providing a wide...  ..., securities, wealth management and investment management...  .... A leader in custom solutions for more than 30...  ...time. Solutions are products, services, or systems...  ...capture and tracktarget operating model (business, operations... 
    Suggested
    Contract work
    Temporary work
    Work at office
    Local area
    Remote work
    Worldwide
    3 days per week

    Morgan Stanley

    New York, NY
    2 days ago
  • $150k - $176k

     ...historic cultural and financial shift, keep reading...  ...the rewards. The Operations Platform team’s...  ...build scalable case management & investigation solutions that allow our operations...  ...launches new products and expands into international...  ...foundational services, policies, and... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    3 days per week

    Robinhood Financial

    New York, NY
    2 days ago
  •  ...Description   Build products that help...  ...clients access lending solutions with confidence...  ...P. Morgan Wealth Management (USWM) business...  ...their long-term financial goals and is comprised...  ...development and operating model expansion...  ...Management services, client types, and... 
    Suggested

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  • $175k - $225k

     ...00+ lawyers in key financial centers around the...  ...jurisdictions with asset managers, private equity and...  ...a strategic, product-minded AI Product Solutions Manager to support...  ...improvement across Business Services. This role will...  ...strategy, operations - preferably within... 
    Suggested

    Proskauer Rose

    New York, NY
    2 days ago
  • $127k - $250k

     ...Senior Product Manager – Developer Experience (New York, NY) At BNY, a leading global financial services company, we harness cutting‑edge AI and breakthrough technologies to transform...  ...practices and drive transformative solutions that redefine industries and uplift communities... 
    Suggested
    Temporary work
    Work experience placement
    Worldwide
    Flexible hours

    BNY

    New York, NY
    1 day ago
  • $169k - $228.6k

    AWS is seeking a Customer Solutions Manager (CSM) to join our Global Financial Services (GFS) team to work with a leading global...  ...large enterprises with global operations, operating as multi-layered...  ...strategically about business, products, and delivery challenges, with... 
    Work at office
    Flexible hours
    Day shift

    AmazonWebServices

    New York, NY
    6 hours ago
  • $120k - $200k

     ...and communities. The Role A Senior Product Manager for Veeva Clinical Operations will own the product strategy and...  ...defining and delivering innovative solutions that unify clinical systems, data,...  ...Consultants, Professional Services and Support Teams through written... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Veeva

    New York, NY
    4 days ago
  • $150k - $180k

     ...800+ lawyers in key financial centers around the world...  ...with asset managers, private equity and venture...  ...redefining companies.The Product Solutions Manager, Marketing &...  ...firm, professional services, or complex enterprise...  ..., user guidance, and operational handoff materials remain... 

    Proskauer Rose

    New York, NY
    3 days ago
  •  ...purpose-built for professional and financial services firms — and it sits at the center of how our products come together into a cohesive...  .... As a Senior Product Manager for Celeste, you'll own meaningful...  ...product argument.Comfortable operating in ambiguity; you drive to... 
    Full time
    Local area
    Flexible hours

    Intapp

    New York, NY
    2 days ago
  • As a leading financial services and healthcare technology company based...  ...Job DescriptionJob Title: Product Manager Location: New York, NY or...  ...rapidly growing Distribution Solutions business, across its...  ...impact of decisions while operating effectively at a tactical... 
    Ongoing contract
    Full time
    Traineeship
    Flexible hours

    SS&C Technologies

    New York, NY
    6 hours ago
  • A dynamic financial services company is seeking a Program Manager to improve member dispute experiences while enhancing operational efficiency. This remote role involves guiding strategic initiatives...  ...at least 6 years of experience in product operations and proficiency in SQL... 
    Remote job

    Jobgether

    New York, NY
    2 days ago
  • $128k - $160k

     ...Join to apply for the Product Strategy & Operations Lead role at Procurify . About Us Procurify is the Intelligent Spend Management company. We’re on a mission to give all organizations...  ...focus to deliver high‑performing solutions and raise the bar for outcomes. Simplicity... 
    Immediate start
    Remote work
    Flexible hours

    Procurify

    New York, NY
    2 days ago
  • $134.7k - $168.37k

     ...with intuitive spend management, bill pay, and travel...  ...finance teams to accelerate operations, gain real-time...  ...automation and world-class service eliminate manual...  ...activation, we translate product value into business results...  ..., propose long-term solutions, and operationalize... 
    Work at office
    Remote work
    Work from home

    Brex

    New York, NY
    2 days ago
  •  ...Payment Experiences and Services team manages multiple products and services that enable...  ...resilient, and innovative solutions that power the future of...  ...Product, Technology, Operations, Servicing, Legal, and Compliance...  ...product management, financial services, technology, or... 
    Work visa

    Socket.dev

    New York, NY
    2 days ago
  •  ...DescriptionBusiness Analyst - Wealth Management & Trust, Infosys...  ...of a world-class product management team which...  ...and come up with solutions, often creative and...  ...Infosys Consulting's Financial Services Practice is seeking...  ...action itemsReimage Operations Users Experience to create... 
    Full time
    Temporary work
    Work experience placement

    Infosys Technologies

    New York, NY
    3 days ago
  • $180k - $200k

    New YorkLab49 - Product and Delivery /Full-time /On-siteLab49 seeks a dynamic Product Manager to spearhead transformative projects across the Financial Services sector for our elite clients. In this pivotal...  ..., deliver high-impact solutions in a cross-functional agile... 
    Full time

    ION Group

    New York, NY
    4 days ago
  • $65 - $70 per hour

     ...Americans achieve their financial goals is looking...  ...digital products, and transforming...  ...with its financial services. Through a multi-...  ...reimagining complex operational workflows with a...  ...with Product Management, Engineering, and...  ...deliver product solutions Use customer insights... 
    Full time
    Temporary work
    Flexible hours
    3 days per week

    Motion Recruitment

    New York, NY
    6 hours ago
  •  ...enjoy shaping the future of product innovation as a core leader,...  ...with clients. As a Product Manager in Chase's Agentic Experience...  ...ABOUT US Chase is a leading financial services firm, helping nearly half of...  ...and cities grow, delivering solutions to solve all their financial... 

    J.P. Morgan

    New York, NY
    4 days ago
  • $125k - $155k

     ...future of our asset management solutions. We are seeking a senior...  ...into a clear product and innovation roadmap...  ...investment, distribution, and operating models Bring a strong...  ...solutions for the financial market. Established...  ...portfolio risks. Our services cover corporate governance... 
    Full time
    Local area
    Worldwide

    ISS Corporate Solutions

    New York, NY
    4 days ago
  •  ...computers. For the first time ever, you can manage and automate every part of the employee...  ...that drives growth across multiple product lines, buyer segments, and personas - accelerating...  ...with Product Marketing, Sales, Revenue Operations, Analytics, Creative, Content, and... 
    Work at office
    Worldwide
    Shift work
    3 days per week

    Rippling

    New York, NY
    4 days ago
  •  ...into upward mobility — starting with financial services that support their transition from a...  ...throughout their journey. About The Role As a Product Manager at Comun you will be responsible for...  ...drive product decisions and create solutions that resonate with our target... 
    Full time
    Temporary work
    Work at office
    Remote work
    Visa sponsorship
    Flexible hours

    Común

    New York, NY
    3 days ago
  • $136.8k - $263k

     ...most recognized brands in financial services, healthcare, retail, hospitality...  ...expanding through both product innovation and strategic acquisitions...  ...speed to find the right solution before the market shifts....  ...will balance speed with operational discipline, using analytics... 
    Temporary work
    Shift work

    Yext

    New York, NY
    4 days ago
  •  ...Our technology powers financial services firms who are running due diligence on deals and want to...  ...smarter. Your role is to execute on the product vision, strategy and roadmap. You will...  ...customer success and sales to prioritize and manage product development lifecycle. Drive... 
    Work at office

    Hebbia AI

    New York, NY
    3 days ago
  •  ...platform designed to accelerate financial services. The company's flagship...  ...problems, and implement solutions Mission Driven - Passion for...  ...how businesses and consumers operate Intellectually Curious -...  ...Technologies is seeking a Product Manager to define and execute the vision... 
    Work from home
    Home office
    Relocation package
    Flexible hours

    Black Ore

    New York, NY
    3 days ago
  • $169k - $228.6k

    Amazon Web Services (AWS) is looking for an experienced...  ...technically deep Senior Solutions Architect to join our Global Financial Services (GFS) team. In...  ..., cost-optimized, and operationally excellent- Develop and...  ...feedback to AWS service and product teams based on customer... 
    Work from home
    Worldwide
    Flexible hours

    AmazonWebServices

    New York, NY
    3 days ago
  • $340k - $425k

     ...with intuitive spend management, bill pay, and travel...  ...finance teams to accelerate operations, gain real-time...  ...automation and world-class service eliminate manual...  ...need to grow your career.Product at BrexThe Product team...  ...anywhere to make better financial decisions. With a deep... 
    Work at office
    Remote work
    3 days per week

    Brex

    New York, NY
    2 days ago
  • $160k - $200k

     ...Farsight is the agentic AI platform for financial services, currently helping investment banks and private equity firms fully automate...  ...are remote). The Role This is Farsight's first dedicated Product Manager hire, reporting directly to the CTO. It is a high-ownership... 
    Remote work

    Farsight

    New York, NY
    2 days ago
  • $121k - $143k

     ...leading, technology‑driven financial services company that offers...  ...and retirement solutions for retail investors...  ...Betterment’s financial products and the customers who...  ...on them. The Product Manager for User Trust owns the...  ...with Engineering, Operations, Security, Compliance... 
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Betterment

    New York, NY
    4 days ago
  • $120k - $170k

     ...infrastructure that allows us to operate with greater...  ...deliver value added solutions for small and medium...  ...to thoughtful risk management, strong client relationships...  ...for the future of financial services. The Role Piermont...  ...ecosystem to launch new products and service... 

    Piermontbank

    New York, NY
    4 days ago
  •  ...Vice President Product Manager - AI/ML Solutions New York, NY, United States and 1 more Job Information...  ...controls into product design and operations. Champions observability,...  ...organization Prior experience in financial services or similarly regulated industries.... 
    Full time

    JPMorgan Chase & Co.

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Solutions Product Manager - Agentforce Operations for Financial Services. Be the first to apply!