Product Manager

We’re seeking a forward-thinking Product Manager to lead the next generations of our appointment scheduling suite. You'll drive the roadmap, collaborate cross-functionally, and build experiences integrated with platforms like Salesforce that help our customers scale engagement, improve resource utilization, and grow with confidence. This role combines classic product leadership with the exciting challenge of leveraging AI to solve real customer problems.

Your Responsibilities

• Innovation through Customer Insight
  Engage directly with customers to uncover unmet needs and validate new ideas. Translate pain points into opportunities where automation, prediction, or personalization can drive breakthrough value.


• Salesforce + Ecosystem Integration
  Lead product thinking around integrations with Salesforce and other core systems to ensure scheduling data is contextual, actionable, and seamlessly integrated into customer workflows.

• Execution & Delivery
  Translate strategic goals and company vision into requirements, epics, and user stories that impact the growth and retention of the customer base. Work closely with engineering, UX, product marketing and sales enablement to build and release new features that are easy to use and add value to our customers. Ensure roadmap priorities are aligned with our key ICPs and target the most important product gaps based on competitive and market landscape.


• Metrics-Driven Iteration
  Track and manage KPIs that reflect product success. Analyze adoption, accuracy, and usage patterns to refine models and experiences post-launch.


• Go-to-Market Readiness
  Lead cross-functional Go To Market activities for new product launches and product upgrades. Collaborate with product marketing, sales and customer success to position intelligent scheduling as a differentiator. Enable internal teams and clients to understand and trust your product.

• AI-Driven Product Strategy
  Own the vision and roadmap for appointment scheduling, with a strong emphasis on embedding intelligent capabilities. Partner with AI/ML teams to identify use cases such as smart routing, predictive availability, and conversational scheduling.

Your Qualifications

• 5+ years in product management, ideally with appointment scheduling or calendar tools


• Salesforce.com general experience


• Strong understanding of customer experience design and product usability


• Skilled at turning complex technical solutions into intuitive user experiences


• Hands-on experience managing projects from concept to launch


• Excellent communication and presentation skills across technical and non-technical audiences


• Ability to develop a business strategy, create a product vision, and craft a roadmap to achieve business goals

Preferred Experience

• Prior experience in fintech and/or wealth management


• Salesforce administration and configuration experience. Salesforce Admin Certification and/or any other Salesforce Certifications.


• Experience with Salesforce App Exchange / Managed Packages - evaluating, installing, configuring, or integrating. Experience as a Salesforce ISV / App Exchange Partner.


• Knowledge at a configuration or administrative level of web conferencing solutions – Zoom, Microsoft Teams, Webex and/or of email / calendar solutions – Microsoft Outlook/Exchange/365, Google Workspace.


• Technical background (engineering, data science, or analytics)


• Success working with AI/ML teams to bring predictive or automated features to market