Skills & Experience Required
- Demonstrated product management experience, including ownership of a CRM or another internal business system, ideally within financial services or another regulated environment.
- Hands-on Salesforce experience: you have configured flows, custom objects, fields, and permission sets yourself, at Salesforce Administrator level or higher.
- Demonstrated experience using AI tools to drive product outcomes, with concrete examples of how it changed what you shipped or how fast you shipped it.
- Experience improving CRM data quality and user adoption, including duplicate management and clear rules for who owns which data.
- Experience leading day-to-day product delivery with engineers and administrators, including backlog refinement, sprint planning, and release coordination.
- Strong stakeholder management skills: able to balance competing requests from Sales, operations, and executives, say no with a clear rationale, and explain technical trade-offs in business terms.
Highly Advantageous Skills
- Salesforce certifications such as Administrator, Advanced Administrator, or Platform App Builder.
- Experience with Salesforce integrations, including APIs and event-based data syncs with other systems.
- Experience connecting AI assistants to CRM data, including controlled write-back to Salesforce records.
- Working knowledge of SQL and a cloud data warehouse such as Snowflake.
- Experience in wealth management, asset management, or financial services sales.
CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $160,000 – $200,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.
CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in our New York City office per week.
We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.