About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

You will support the growth and enhancement of the Salesforce platform and related business applications for a Confidential Client in the Financial Services industry. This is a hands-on, early-career product management role focused on translating business needs into actionable product work, improving operational efficiency, and supporting strong adoption across users.

• Partner with business stakeholders to analyze processes, document requirements, and recommend scalable Salesforce solutions
• Translate requirements into user stories and acceptance criteria; manage backlog priorities and support sprint planning
• Support product roadmap execution by preparing data-driven insights, reporting, and performance metrics to inform prioritization
• Lead or coordinate User Acceptance Testing (UAT) and release activities to ensure high-quality delivery
• Collaborate with product leadership, technical teams, and operations to resolve issues and improve user experience
• Create training materials and change-management content to support rollout and adoption
• Maintain system, process, and data documentation and validate the impact of new features

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Qualifications

Minimum requirements and qualities that predict success in this role.

• 1–3 years experience in Product Management, Business Analysis, Operations, Technology, or a related field
• Experience gathering and documenting business requirements, workflows, use cases, and functional specifications
• Familiarity with product management principles: roadmap planning, backlog management, user story development, prioritization
• Experience supporting software delivery lifecycles, including requirements validation, UAT, defect management, and release coordination
• Ability to analyze data and build basic reports or dashboards; experience with SQL is a plus (preferred, not required)
• Strong written and verbal communication skills; ability to create training materials and executive-level updates
• Strong organizational skills and the ability to manage multiple priorities across cross-functional teams

Preferred (not required)

• Prior experience working with Salesforce or other CRM platforms
• Experience in Financial Services or regulated environments
• Comfort with Agile delivery practices and working closely with engineering teams

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Compensation & Benefits

Transparent compensation and typical benefits for this location.

• Base salary range (Chicago, IL): USD 112,000 — USD 140,000 per year
• Eligible for annual discretionary bonus
• Benefits include healthcare, retirement plan, leave benefits, tuition reimbursement, and Flexible Time Off (FTO)
• Compensation may vary by role, location, department, and individual performance

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Work Model

This role follows a hybrid work model designed to balance collaboration and flexibility.

• Employees are expected to be on-site most of the work week (the client’s current model expects ~4 days in office / 1 day remote). This hybrid approach supports onboarding and cross-team collaboration.

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About the Confidential Client

Confidential Client is a leading organization in the Financial Services industry focused on delivering scalable and user-centered technology solutions that support core business processes. The COO Product Team partners with business and technology stakeholders to improve operational effectiveness, drive data-informed decisions, and enhance the user experience across platform initiatives.

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What Careertakes Will Do

Careertakes will manage the third-party recruiting process for this role, provide status updates during the hiring funnel, and may surface other matched opportunities to qualified candidates. Final hiring decisions are made by the Confidential Client.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.