Product Manager - Deal Management

Kforce is seeking a Product Manager - Deal Management (Salesforce & Investment Pipeline) in New York, NY for a full-time hybrid role. This strategic position involves leading the development of global investment lifecycle tools and driving innovation across pipeline and CRM systems. The manager will define and execute a multi-year roadmap, oversee Salesforce platforms, manage a team, and collaborate cross-functionally to deliver user-centric solutions and actionable insights into deal flow and pipeline health.

Must Have

• Deep expertise in Salesforce development, architecture, and workflow automation
• Strong understanding of investment pipeline management and performance analysis
• Proven ability to define and deliver strategic product roadmaps
• Exceptional communication and stakeholder management skills
• Data-driven mindset with experience in analytics, KPIs, and reporting
• Technical fluency in enterprise systems, APIs, and integration frameworks

Perks & Benefits

• Comprehensive health, dental, and vision insurance
• Generous paid time off and holidays
• Retirement savings plan
• Professional development and training opportunities
• Hybrid work flexibility
• Inclusive and collaborative team culture

Description

Kforce has a client that is seeking a Product Manager - Deal Management (Salesforce & Investment Pipeline) in New York, NY for a full-time hybrid work environment. Are you a strategic thinker with a passion for building scalable, data-driven platforms? Do you thrive in fast-paced environments where cross-functional collaboration and leadership are key? We are looking for a Product Manager - Deal Management to lead the development of global investment lifecycle tools and drive innovation across pipeline and CRM systems. This is a high-impact role where you will guide a talented team of product managers and analysts, shape the roadmap for Salesforce-based platforms, and partner with stakeholders across investment, legal, compliance, and engineering teams. What You'll Do:

• Lead Product Strategy: Define and execute a multi-year roadmap for global deal and pipeline management systems, focusing on automation, scalability, and compliance
• Manage & Mentor: Build and lead a high-performing team of product managers and analysts, fostering growth and alignment with organizational goals
• Own Salesforce Platforms: Oversee Salesforce workflows, dashboards, and integrations to ensure consistency and usability across regions and asset classes
• Drive Pipeline Excellence: Create standardized frameworks for deal tracking, stage gating, and performance reporting across investment strategies
• Collaborate Cross-Functionally: Partner with Investment, Legal, Risk, Operations, and Engineering teams to deliver user-centric, scalable solutions
• Deliver Insights: Build intuitive dashboards and reporting tools that provide actionable insights into deal flow, pipeline health, and strategic allocation
• Champion Change: Lead governance and change management efforts to ensure successful adoption of new features and processes
• Manage Vendors: Evaluate third-party platforms and integrations, making informed buy vs. build decisions and managing vendor relationships

Requirements

• 10+ years in product management, including 3+ years in team leadership
• Deep expertise in Salesforce development, architecture, and workflow automation
• Strong understanding of investment pipeline management and performance analysis
• Proven ability to define and deliver strategic product roadmaps
• Exceptional communication and stakeholder management skills
• Data-driven mindset with experience in analytics, KPIs, and reporting
• Technical fluency in enterprise systems, APIs, and integration frameworks

Benefits & Perks:

• Comprehensive health, dental, and vision insurance
• Generous paid time off and holidays
• Retirement savings plan
• Professional development and training opportunities
• Hybrid work flexibility
• Inclusive and collaborative team culture

This is your opportunity to shape the future of investment technology and make a meaningful impact across global teams. If you are ready to lead with vision and deliver with precision, we would love to hear from you.

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.