Sr. Product Manager, Integrations
Core
Lead integrations connecting Addepar's data platform with Salesforce and custodial partners to enable daily operations for Registered Investment Advisors (RIAs).
Role type
Senior Product Manager, Technical Integrations
Builds
Salesforce and custodial document workflows with AI-driven capabilities
Domain
Financial Technology (Investment Management)
Deliverable
product features
Required skills
Product lifecycle management, API specification review, Data schema analysis, Roadmap planning, User story definition, AI integration strategy
Preferred skills
SaaS product experience, Technical discovery, Cross-functional collaboration, Client feedback analysis
Technologies
Salesforce, APIs, Webhooks, Data schemas
Responsibilities
Author roadmap for Salesforce and custodian integrations; Translate business goals into product requirements and acceptance criteria; Scale custodial document workflows and self-service onboarding; Integrate AI capabilities into data mapping and document workflows; Review API specifications and data schemas with engineering teams; Monitor platform health metrics and adoption rates.
Seniority
Senior, hands-on IC