Job Description

COMPANY OVERVIEW

Citco is a global leader in fund services, corporate governance, and related asset services. With over 75 years of experience, Citco provides solutions across the financial ecosystem, supporting hedge funds, private equity, real assets, and institutional investors. Our commitment to innovation, operational excellence, and client service has made us a trusted partner for the world's most sophisticated investors.

THE OPPORTUNITY

This is an exciting opportunity to join Citco's Client Experience team as a Product Manager focused on Salesforce. In this role, you will shape and deliver Salesforce capabilities across Sales/Financial Services Cloud and Marketing Cloud, driving adoption, platform governance, and business value.

You will act as a bridge between business and technology, ensuring Salesforce is leveraged to improve client engagement, streamline sales and marketing processes, and enable data-driven decision-making.

THE TEAM

Citco's Client Experience team is building a Salesforce Center of Excellence (CoE) to standardize, scale, and innovate Salesforce across the firm. This team works closely with architects, administrators, developers, and business stakeholders to deliver impactful Salesforce solutions.

As a Product Manager, you will help guide Salesforce delivery, strengthen adoption, and ensure alignment with global business objectives.

Responsibilities

RESPONSIBILITIES

Platform Ownership & Delivery

Own and manage Salesforce Sales/Financial Services Cloud and Marketing Cloud solutions for Citco's Client Experience team.

Translate business requirements into scalable Salesforce solutions, balancing usability and compliance.

Oversee integrations with CitcoOne™ portal, enterprise systems, and data platforms.

Ensure data quality, reporting integrity, and adoption of Salesforce features.

Business Engagement & Strategy

Partner with business leaders in sales, client services, and marketing to define Salesforce roadmaps.

Champion Salesforce adoption and provide training/enablement support where needed.

Identify opportunities to use Salesforce Data Cloud, Einstein/AI, and advanced analytics to drive insights.

Governance & Quality

Uphold Salesforce governance standards, ensuring consistency across regions and teams.

Participate in release planning, QA, and UAT cycles, ensuring high-quality delivery.

Proactively monitor platform health and recommend improvements.

Leadership & Collaboration

Act as a subject matter expert (SME) for Salesforce within the Client Experience team.

Partner with IT, vendors, and the global CRM team to ensure timely and effective Salesforce enhancements.

Provide guidance to junior team members, administrators, and business users.

Qualifications

WHAT WE ARE LOOKING FOR

Education

Bachelor's degree in Business, Information Systems, Computer Science, or related field.

Experience

5-8 years of professional experience, with at least 4+ years in Salesforce-focused roles.

Proven expertise in Sales Cloud or Financial Services Cloud (opportunity management, client onboarding, KYC, sales workflows).

Experience with Marketing Cloud (journeys, campaigns, automation, reporting).

Prior exposure to financial services, asset management, or capital markets preferred.

Experience working with cross-functional teams in a global environment.

Skills

Strong knowledge of Salesforce configuration, data models, reporting, and integrations.

Ability to create solutions that balance business needs with platform scalability.

Strong analytical and problem-solving skills.

Excellent communication skills, with the ability to engage both technical and non-technical stakeholders.

Organized, proactive, and able to manage multiple priorities.

Certifications

Salesforce Certified Sales/Financial Services Cloud Consultant.

Salesforce Certified Marketing Cloud Consultant (or strong working knowledge).

Salesforce Administrator or Platform App Builder certification a plus.

WHY CITCO?

Opportunity to play a key role in building Citco's Salesforce Center of Excellence.

Exposure to enterprise-level Salesforce programs in a global financial services firm.

Direct impact on Citco's client engagement and marketing strategy.

Competitive compensation, benefits, and professional growth opportunities.

Our Benefits

Your well-being is of paramoun importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

Accounts Programme jobs (2)

Sign up to Job Alerts!

Customer Success Manager (talent pool)

Customer Success Manager

Boost your career