Director, Product Management - Record to Report

Own Company

Own Company

Product

San Francisco, CA, USA

Posted on May 21, 2026

Description

About the Role

Salesforce's Digital Enterprise Technology team is looking for a Director of Product Management to own the product vision and execution for our Record to Report (R2R), Settlements, Treasury, and Cash Management ecosystem. This is a high-impact leadership role at the intersection of enterprise finance, AI-driven automation, and global scale — you'll help build the financial systems backbone that supports Salesforce's growth to $60B+ in revenue. If you thrive on complexity, love turning ambiguous problems into elegant solutions, and want to shape how finance operations work at one of the world's leading technology companies, this role is for you.

What You'll Be Doing

  • Own the end-to-end product vision, strategy, and multi-year roadmap for General Ledger, Payments, Fixed Assets, Lease Accounting, Reconciliations, External Reporting, Consolidations, Inter-Company, and Treasury & Cash Management solutions

  • Lead modernization initiatives across data architecture, integrations, automation frameworks, and AI/Agentforce enablement to streamline global finance operations

  • Build and develop a high-performing global team of Product Managers, Product Owners, and Analysts — fostering a strong product mindset centered on customer value, adoption, and measurable outcomes

  • Partner closely with finance, accounting, engineering, and compliance stakeholders to translate business requirements and regulatory needs into scalable financial system capabilities

  • Drive agile execution — from epic definition and high-fidelity wireframes to sprint planning, burn-down tracking, and launch readiness

  • Define and track business capability KPIs aligned to revenue growth and operational efficiency; provide regular executive-level updates to Business Leads, Workstream Leaders, and Steering Committees

  • Lead integration strategies with ERP and Enterprise SaaS platforms (Workday, Oracle, Salesforce, etc.) to ensure seamless data flow across finance processes

  • Ensure product compliance with GAAP, IFRS, Tax, and local statutory and reporting requirements globally

  • Drive M&A integrations and GL data harmonization across acquisitions to support consolidation, compliance, and management reporting

  • Identify policy, process, and control gaps; champion simplification and automation-first design principles

What We're Looking For

Required Qualifications

  • 15+ years of product management experience in finance, accounting, or enterprise SaaS environments

  • 4–6 years of people leadership experience managing global and distributed product teams

  • 4–6 years of hands-on experience in Record to Report, Payments/Settlements, Treasury & Cash Management, and enterprise ERP platforms (e.g., Workday, Oracle, Salesforce CRM), including direct implementation and scaling experience

  • Deep understanding of General Ledger workflows and accounting principles, including lease accounting and revenue recognition standards (GAAP, IFRS, and local statutory requirements)

  • Proven track record building multi-year product roadmaps and long-term strategic plans using frameworks such as RICE or MoSCoW

  • Strong analytical expertise combining data warehouse insights, operational metrics, financial data, and business KPIs; proficiency with data visualization and reporting tools (e.g., SQL, Tableau, Looker, or similar)

  • Ability to define and drive product strategy incorporating AI/ML frameworks, scalable agent-based architecture (including Salesforce Agentforce), and quantifiable automation ROI

  • Ability to establish credibility with senior executives, engineering leaders, and cross-functional partners in a highly matrixed enterprise environment

  • Outstanding organizational, communication, and relationship-building skills

Preferred Qualifications

  • BS or MS in Engineering, Computer Science, or a related discipline (or equivalent experience)

  • Advanced Tableau reporting and executive KPI dashboard development

  • Knowledge of SOX policies and controls within enterprise systems

  • Experience with data platforms, analytics ecosystems, and AI/ML product strategy

  • Experience working within global enterprise environments undergoing digital transformation

Why Join?

This role puts you at the center of Salesforce's most critical financial transformation initiatives, with direct influence over how we scale our finance systems to meet global growth. You'll lead a talented, globally distributed team, work alongside world-class engineers and finance leaders, and have the runway to build something that matters — at a company that genuinely believes business is the greatest platform for change.

For roles in San Francisco and Los Angeles: Pursuant 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.