Integrations PM

1 month ago


United Kingdom Addepar Full time

The Role

Addepar seeks a dedicated and dynamic Integrations Product Manager to join our Platform Experience Group. Integral to Addepar's ethos as an open platform, this role will empower our clients to create their own preferred stack, while ensuring a first-class user experience. With a strong background in Salesforce, the chosen candidate will support the strategy and execution of integrating our wealth management platform with various external systems. The role is instrumental in delivering a customizable, efficient, and scalable platform that empowers our clients to make informed investment decisions.

What You’ll Do
  • Drive the integration of Addepar's platform with external systems, beginning with Salesforce.
  • Collaborate with cross-functional teams to collect requirements and help define the product roadmap.
  • Drive innovation with our partners and integrations
  • Work closely with engineering teams to ensure timely and resource-efficient product delivery.
  • Conduct user acceptance testing for each integration to ensure product functionality and efficiency.
  • Collaborate with team members and clients on product status, key issues, and launch plans.
  • Regularly collect feedback to improve and expand our integration offerings.
Who You Are
  • Bachelor's Degree in Computer Science, Business, or an equivalent.
  • Demonstrated ability as a Product Manager, ideally in a software or technology company.
  • Experience with Salesforce, including a comprehensive understanding of its functionality and integration capabilities.
  • Salesforce Certified Administrator or Salesforce Certified Platform Developer certifications are preferred.
  • Experience with other CRM, ERP, or financial software is a plus.
  • Strong communication, collaboration and problem solving skills
  • Knowledge of the wealth management or financial services industries is beneficial.
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