Product Manager, Client Solutions Group Technology
AI summary of the role
Carlyle seeks a Product Manager to lead the Salesforce implementation and ongoing product management for its institutional fundraising and sales teams within Client Solutions Group Technology.
What you’ll do
- Own the Salesforce product roadmap, backlog, and implementation for institutional fundraising and sales teams.
- Lead remaining Salesforce implementation phases: requirements, data validation, testing, training, and rollout.
- Drive adoption among senior sales users, treating adoption as a product outcome.
- Define KPIs and monitor platform usage to improve data quality and commercial productivity.
What you’ll bring
- Minimum 5-7 years in product management or business analyst roles, preferably in Private Equity, Financial Services, or Technology.
- Hands-on experience owning or implementing a CRM platform, with Salesforce strongly preferred.
- Experience leading a CRM or enterprise platform implementation including data validation, user training, and rollout.
- Strong understanding of data management, governance, and integration frameworks.
Technologies
Salesforce · CRM · data analytics · business intelligence · Agile · AI · automation · Microsoft Excel · SaaS · data governance
Source and classification
Internal deployment & tooling · Evidence for this classification:
Position Summary Carlyle is seeking a Product Manager to lead technology initiatives within Client Solutions Group Technology supporting the Firm’s institutional fundraising and sales teams. This role will serve as the Product Manager for Salesforce, Carlyle’s institutional sales and client relationship management platform, and will play a central role in the Firm’s implementation of Salesforce and the broader modernization of the fundraising technology stack. The Product Manager will bridge business stakeholders and technology teams to design, implement, and evolve a scalable CRM platform that gives fundraising and sales teams a single, trusted view of investors and prospects, strengthens pipeline visibility and data quality, and drives commercial and operational efficiency. The ideal candidate will combine hands-on CRM product experience, outstanding relationship building and
More from the job description
Position Summary Carlyle is seeking a Product Manager to lead technology initiatives within Client Solutions Group Technology supporting the Firm’s institutional fundraising and sales teams. This role will serve as the Product Manager for Salesforce, Carlyle’s institutional sales and client relationship management platform, and will play a central role in the Firm’s implementation of Salesforce and the broader modernization of the fundraising technology stack. The Product Manager will bridge business stakeholders and technology teams to design, implement, and evolve a scalable CRM platform that gives fundraising and sales teams a single, trusted view of investors and prospects, strengthens pipeline visibility and data quality, and drives commercial and operational efficiency. The ideal candidate will combine hands-on CRM product experience, outstanding relationship building and communication skills, and structured execution to deliver measurable business impact through implementation, launch, adoption, and ongoing product maturity. In-Office Requirements: 4 days per week in-office Primary Responsibilities Platform Strategy and Business Alignment Fundraising Platform Strategy: Partner with institutional sales, client coverage, product specialist, marketing, fund formation, and compliance teams to define and evolve the Salesforce roadmap across fundraising, coverage, and r [... source excerpt omitted ...] Salesforce for the institutional sales user base through implementation, launch, and steady state operation. Lead the remaining phases of the Salesforce implementation, including requirements definition, data validation, testing, user training, and rollout. Define and manage the product roadmap, backlog, user stories, acceptance criteria, and prioritization, aligned to the Firm’s fundraising and digitization objectives. Partner with engineering, implementation partners, and vendors to configure, test, and deploy new capabilities. Establish documentation, release, and enablement standards, and direct business analyst, quality assurance, and partner resources so that delivery scale [... source excerpt omitted ...] les user base, measured by usage and data quality rather than rollout completion. A well documented platform with a support model that is not dependent on any single individual. Requirements Education & Certificates Bachelor’s Degree, required. Concentration in Information Systems, Computer Science, Business, or a related field preferred. Graduate-level degree preferred. Professional Experience Minimum of 5-7 years of experience in product management or business analyst roles, preferably within Private Equity, Financial Services, or Technology. Hands-on experience owning or implementing a CRM platform, with Salesforce strongly preferred, including configuration, release mana
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