Codebase Inc · 2 hours ago
Salesforce Product Manager with CRM Analytics
Codebase Inc is seeking a Senior Product Manager to lead the strategic vision, product roadmap, and enterprise adoption of Salesforce CRM and Analytics across the healthcare payer ecosystem. This role involves driving platform optimization, data-driven decision-making, and customer engagement while collaborating with various stakeholders to deliver scalable solutions.
Responsibilities
Define and own the Salesforce CRM and Analytics product strategy aligned with enterprise objectives, focusing on payer-specific use cases (e.g., provider engagement, member support, care management, sales enablement)
Translate business priorities into a clear Salesforce product roadmap, including data modeling, advanced reporting, dashboarding, and analytics solutions
Lead platform governance and standards, ensuring consistency, scalability, and alignment with security, compliance (e.g., HIPAA), and enterprise architecture
Oversee development of advanced dashboards, reports, and storytelling features in Salesforce CRM Analytics, leveraging SAQL, lenses, and datasets to support executive and operational decision-making
Partner with business and technical stakeholders to gather requirements and prioritize high-impact use cases across Sales, Service, and Operations
Lead strategic data integration initiatives, ensuring seamless connectivity between Salesforce, Snowflake, legacy systems, and external data sources
Collaborate with Salesforce developers and architects to define scalable solutions using Apex, LWC, SOQL, Async Apex, Visualforce, and automation tools (Flows, Process Builder)
Champion data governance, access control, and compliance policies on the Salesforce platform, working closely with InfoSec and Data Privacy teams
Establish and track key KPIs and adoption metrics, ensuring continuous improvement in platform usability, data quality, and reporting accuracy
Serve as a thought leader on CRM analytics and Salesforce innovation, identifying opportunities to leverage emerging features, AI capabilities, and platform enhancements
Qualification
Required
7+ years of product management or platform ownership experience, with at least 4 years focused on Salesforce CRM and analytics in a large enterprise environment
Experience in healthcare payer organizations with a strong understanding of payer business processes (e.g., member engagement, provider contracting, care coordination)
Proven track record of leading cross-functional teams to deliver enterprise-grade Salesforce solutions, including Sales Cloud, Service Cloud, and CRM Analytics
Proficiency in Salesforce CRM Analytics (SAQL, dataflows, lenses, datasets, and dashboards), as well as a solid grasp of data visualization best practices
Hands-on understanding of Salesforce configuration and customization tools, including Apex, LWC, Flows, and security/sharing settings
Deep understanding of data modeling, ETL processes, and CRM data integration with systems like Snowflake or other third-party platforms
Strong communication, stakeholder engagement, and executive presentation skills
Experience implementing and maintaining Salesforce platform best practices, with a focus on scalability, compliance, and governance
Preferred
Salesforce certifications (e.g., Salesforce Certified Administrator, Platform App Builder, or CRM Analytics & Einstein Discovery Consultant)
Familiarity with payer-specific analytics use cases, including risk stratification, member segmentation, or provider network performance
Experience managing Salesforce COEs (Centers of Excellence) or participating in platform governance boards
Exposure to AI/ML capabilities within Salesforce CRM Analytics or roadmap planning for advanced predictive models
Company
Codebase Inc
Codebase Inc. is a strategic IT solutions service provider based in New Jersey, USA.
Funding
Current Stage
Growth StageCompany data provided by crunchbase