SALESFORCE Product Manager, IT Finance (Record to Report) in San Francisco, CA

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Job Category

Product

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

About the Role

Salesforce's DET IT Finance organization is looking for a Product Manager to lead the product strategy and delivery for our Record to Report (R2R), Acquire to Retire (A2R), Treasury & Banking capabilities. This is a high-impact role at the intersection of Finance and Technology, where you'll shape how our internal Finance teams operate at scale and help drive a more intelligent and automated accounting and transaction processing function. You'll be the connective tissue between Finance stakeholders and Engineering, turning complex business requirements into elegant, scalable solutions.

What You'll Be Doing

  • Own and evolve the end-to-end product roadmap for Business Assets, General Ledger, Treasury & Banking, ensuring alignment with Finance business priorities and the broader DET platform strategy

  • Partner deeply with Finance, Accounting, and Treasury stakeholders to surface pain points, define requirements, and maintain a prioritized, outcomes-driven backlog

  • Lead discovery, design, and delivery of solutions spanning A2R, R2R, cash management, and treasury management process areas

  • Collaborate cross-functionally with Engineering, Architecture, and QA to drive on-time, high-quality releases that meet business and compliance requirements

  • Define and track KPIs that measure product adoption, process efficiency, and tangible business value

  • Lead strategic projects with extensive business impact and leadership visibility

  • Represent DET Finance in cross-functional forums, SteerCo reviews, and executive-level updates — communicating clearly and with confidence at all levels

  • Identify and champion opportunities to create an "Agentic Enterprise", leveraging Agentforce capabilities to bring intelligence and automation to Finance workflows

What We're Looking For

Required Qualifications

  • 8 years of Product Management experience, with a strong focus on enterprise IT, ERP applications and Finance process areas

  • Functional knowledge of Record to Report & Acquire to Retire processes including General Ledger, Fixed Assets, and Lease Accounting

  • Functional knowledge of Treasury & Banking operations — Cash Management, Bank Reconciliation, Payments & Settlements

  • Demonstrated ability to partner with Finance stakeholders and translate complex business needs into clear, actionable technical requirements

  • Strong communication, prioritization, and cross-functional collaboration skills, with experience presenting to senior leadership

  • Strong technical acumen and a deep understanding of SaaS enterprise solutions including technical architecture, data security, extensibility, workflows, reporting, data security and periodic intake of new functionality

Preferred Qualifications

  • Experience with enterprise Finance platforms such as Workday Financials, Oracle Cloud, Kyriba, SWIFT, or equivalent ERP/treasury systems

  • Familiarity with Salesforce / AgentForce platform capabilities and how they can be applied to Finance use cases

  • Experience working within an IT product model, including agile delivery practices and backlog management

  • Exposure to agentic AI or automation technologies in a Finance or enterprise context

Why Salesforce

This role offers a rare opportunity to work at the heart of Salesforce's internal transformation — building the Finance technology platform that powers one of the world's leading SaaS companies. You'll work alongside deeply experienced Finance and Engineering colleagues, have a direct line to executive stakeholders, and have the freedom to shape how modern Finance operations are built on the Salesforce platform. You will get the opportunity to work in a truly global operating environment and provide scalable solutions to meet the business needs of the #1 AI CRM company in the world.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $148,500 - $223,900 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $178,900 - $246,000 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

Salesforce's DET IT Finance organization is looking for a Product Manager to lead the product strategy and delivery for our Record to Report (R 2 R), Acquire to Retire (A 2 R), Treasury & Banking capabilities. This is a high-impact role at the intersection of Finance and Technology, where you'll shape how our internal Finance teams operate at scale and help drive a more intelligent and automated accounting and transaction processing function. You'll be the connective tissue between Finance stakeholders and Engineering, turning complex business requirements into elegant, scalable solutions. What You'll Be Doing. Own and evolve the end-to-end product roadmap for Business Assets, General Ledger, Treasury & Banking, ensuring alignment with Finance business priorities and the broader DET platform strategy. Partner deeply with Finance, Accounting, and Treasury stakeholders to surface pain points, define requirements, and maintain a prioritized, outcomes-driven backlog. Lead discovery, design, and delivery of solutions spanning A 2 R, R 2 R, cash management, and treasury management process areas. Collaborate cross-functionally with Engineering, Architecture, and QA to drive on-time, high-quality releases that meet business and compliance requirements. Define and track KPIs that measure product adoption, process efficiency, and tangible business value. Lead strategic projects with extensive business impact and leadership visibility. Represent DET Finance in cross-functional forums, Steer. Co reviews, and executive-level updates — communicating clearly and with confidence at all levels. Identify and champion opportunities to create an "Agentic Enterprise", leveraging Agentforce capabilities to bring intelligence and automation to Finance workflows What We're Looking For. Required Qualifications 8 years of Product Management experience, with a strong focus on enterprise IT, ERP applications and Finance process areas. Functional knowledge of Record to Report & Acquire to Retire processes including General Ledger, Fixed Assets, and Lease Accounting. Functional knowledge of Treasury & Banking operations — Cash Management, Bank Reconciliation, Payments & Settlements. Demonstrated ability to partner with Finance stakeholders and translate complex business needs into clear, actionable technical requirements. Strong communication, prioritization, and cross-functional collaboration skills, with experience presenting to senior leadership. Strong technical acumen and a deep understanding of Saas enterprise solutions including technical architecture, data security, extensibility, workflows, reporting, data security and periodic intake of new functionality. Preferred Qualifications. Experience with enterprise Finance platforms such as Workday Financials, Oracle Cloud, Kyriba, SWIFT, or equivalent ERP/treasury systems. Familiarity with Salesforce / Agent. Force platform capabilities and how they can be applied to Finance use cases. Experience working within an IT product model, including agile delivery practices and backlog management. Exposure to agentic AI or automation technologies in a Finance or enterprise context. Why Salesforce This role offers a rare opportunity to work at the heart of Salesforce's internal transformation — building the Finance technology platform that powers one of the world's leading Saas companies. You'll work alongside deeply experienced Finance and Engineering colleagues, have a direct line to executive stakeholders, and have the freedom to shape how modern Finance operations are built on the Salesforce platform. You will get the opportunity to work in a truly global operating environment and provide scalable solutions to meet the business needs of the #1 AI CRM company in the world. Unleash Your Potential. When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world. Accommodations. If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form. Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
search terms: IT+Product Manager
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