Salesforce Revenue Product Manager

: Salesforce Revenue Product Manager

Location: Mumbai

Function: Customer Experience / Sales Transformation / Salesforce COE

Reporting To: Head - Customer Experience / Sales Transformation

Role Purpose:

The Salesforce Revenue Platform Manager will own the Salesforce Sales Cloud ecosystem for relationship-led businesses including Wealth Managers, Dealers, Relationship Managers, Supervisors and Sales Leadership. The role is responsible for maximizing platform adoption, improving sales productivity, enabling revenue-generating workflows, and ensuring Salesforce becomes the single system of engagement for customer acquisition, relationship management, opportunity tracking and campaign execution.

Key Responsibilities:

Salesforce Platform Ownership:

• Own the Salesforce Sales Cloud roadmap for relationship businesses.
• Define and prioritize enhancements, integrations and new capabilities.
• Act as product owner for Salesforce-related requirements and releases.
• Partner with Technology, Salesforce, Product and Business teams to drive platform evolution.

Revenue & Sales Process Enablement:

• Design processes that improve customer acquisition, activation, cross-sell and portfolio growth.
• Ensure effective utilization of Opportunities, Tasks, Activities, Campaigns and Customer 360.
• Drive disciplined follow-up management and pipeline governance.
• Improve visibility into revenue funnels and conversion metrics.

Business Adoption & Change Management:

• Drive Salesforce adoption across Dealers, Wealth Managers and relationship teams.
• Monitor user engagement, login frequency, activity capture and opportunity creation.
• Develop training, communication and awareness programs.
• Partner with regional and business leaders to improve adoption and usage discipline.

Relationship Team Effectiveness:

• Enable a unified customer view across Sales and Service interactions.
• Ensure relationship teams leverage customer insights, service history and portfolio information during engagement.
• Improve sales productivity through workflow automation and guided actions.
• Standardize engagement journeys and sales processes.

Data, Analytics & Revenue Insights:

• Define dashboards and performance metrics for leadership teams.
• Track opportunity pipeline, conversion rates, campaign effectiveness, customer coverage, relationship manager productivity, revenue generated, and adoption KPIs.
• Deliver actionable insights to business leadership.

Campaign & Customer Engagement Management:

• Work with Marketing, Business, and Product teams on campaign design and execution.
• Improve campaign targeting using customer segmentation and behavioral insights.
• Ensure campaign outcomes are measurable and visible within Salesforce.
• Drive integration between campaigns, opportunities and relationship activities.

Cross-Functional Stakeholder Management:

• Act as the bridge between Business, Technology, Salesforce, Operations and CX teams.
• Manage vendor and Salesforce partner relationships.
• Coordinate UAT, releases, change requests and governance forums.

AI & Future Capabilities:

• Evaluate and implement Agentforce and AI-powered capabilities.
• Drive proactive engagement, recommendations and next-best-action use cases.
• Build the roadmap for transitioning Salesforce from a system of record to a system of intelligence and action.

Key Deliverables:

• Salesforce adoption > defined target levels
• Improved opportunity creation and conversion
• Higher relationship manager productivity
• Better campaign response and ROI
• Increased revenue visibility and forecasting accuracy
• Reduction in manual tracking processes
• Delivery of quarterly Salesforce enhancement roadmap
• Successful rollout of AI-enabled sales workflows

Preferred Experience:

Must Have:

• 6-10+ years of experience in CRM, Salesforce, Sales Transformation or Revenue Operations.
• 3+ years in Salesforce Sales Cloud ownership/product management.
• Experience managing sales or relationship management platforms.
• Strong stakeholder management and business process design skills.
• Experience defining PRDs and leading technology delivery.

Preferred:

• Financial Services, Wealth Management, Broking, Banking or FinTech experience.
• Salesforce Sales Cloud certification.
• Experience with Customer 360, Campaigns, Opportunity Management and Analytics.
• Exposure to Agentforce, AI, automation and conversational platforms.
• Experience working with relationship-led sales organizations.