Legence, a Blackstone portfolio company, is an Energy Transition Accelerator™ that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities. With five decades of expertise in the built environment, Legence has a proven track record of reducing carbon emissions, implementing renewables, lowering utility costs through efficiency consumption, and making systems run better at unmatched speed and scale.

IT Staff Product Manager – Sales/CRM

San Jose, CA/ Minneapolis, MN

Legence is in the process of strengthening our Information Technology Product organization and have identified the need for a Staff Product Manager – Sales/CRM position.

These positions could be based in the following geographies:

• San Jose, CA (Therma)
• Phoenix (Bel-Aire)
• Louisville, KY (CMTA)
• Minneapolis, MN (Gilbert or BSH)

Overview:
The IT Staff Product Manager – Sales / CRM role is responsible for building and leading LEGENCE’s enterprise strategy and capabilities roadmap for Sales technology enablement. This individual will partner with business units on the prioritization and execution of capability development initiatives to realize business goals. This individual will drive our CRM solution as a thought leader including requirements gathering, roadmap prioritization, and collaboration with business and IT engineering departments to deliver best-in-class solutions. The ideal candidate has extensive experience supporting and implementing CRM solutions. A strong base knowledge of sales practices and customer relationship processes are key to success in this position. Work experience with any CRM solution (e.g., Salesforce, SAP, IFS) is required and experience with IFS ERP - CRM solution is preferred but not a must. This role demands advanced analytical thinking and problem-solving skills and communicates with a diverse set of stakeholders (employees and management) and partners in a manner that breaks down complex challenges into actionable steps that drive results. This individual leads as a team player who is able to build trust and establish strong working relationships.

Responsibilities:

• Manage the product vision, roadmap, and prioritization of features against business needs, technology imperatives, and industry standards.
• Document vision, business requirements, and functional design for system improvements and CRM projects working with business stakeholders, subject matter experts, and the engineering teams.
• Specify and maintain requirements artifacts including: Context Diagrams, Process and Workflow Diagrams, Data Flow Diagrams, Use Case Models, and Use Case Specifications.
• Drive and document customer and sales related business processes and support documentation in collaboration with stakeholders.
• Conduct research to determine whether solutions to business/technical requirements currently exist within or outside the business unit, and if not, whether new solutions are feasible.
• Manage the training solution delivery model, which may include providing training to users on new functionality, giving refresher courses on existing functionality, and updating training materials.
• Oversee testing of new functionality as part of User Acceptance Testing.
• Provide critical thinking and facilitate discussions needed to drive outcomes and results to meet project goals by serving as cross-work stream SME and escalation point.
• Responsible for owning follow ups and closing gaps related to overall project approach, design issues, project execution tasks and issues; take ownership of assigned gaps; work with team to resolve and present findings.
• Become part of a team of individuals who are committed to provide excellent customer service
• Communicates with stakeholders across the enterprise
• Coaches and reviews the work of lower level professionals
• Responsible for making adjustments or recommended enhancements in systems and processes to solve problems or improve effectiveness of job area

Qualifications:

• BA/BS, MS, preferably in a technology-related or business field
• 6 years of experience in CRM systems (e.g., Salesforce, SAP, IFS) application management and/or implementation (10+ total years of experience)
• Proficient in CRM business processes in sales force automation, marketing automation and service management functions
• Proven ability to:
• Lead complex projects and run multi-departmental project teams with minimum supervision
• Drive complicated system issues to closure
• Translate business requests into organized, clear and concise business requirements and document workflows and processes
• Query, analyze, and interpret data and functionality problems in complex computer systems
• Experience with IFS ERP – CRM solution is a plus
• Superior verbal and written communication skills, with the ability to interact effectively with diverse groups of global stakeholders—both technical and business users
• Excellent interpersonal skills and a high degree of social intelligence
• Advanced analytical thinking and problem-solving skills
• Experience integrating CRM with an ERP system
• Experience with some type of reporting package useful
• Proficient in MS Office suite (Word, Excel, PowerPoint, Visio); knowledge of Agile/SCRUM methodology is a plus

Sponsorship is unavailable for this position.

#LI-JS1 #LI-Hybrid

Health and Welfare Benefits

• Health and Welfare
• Medical
• Dental
• Vision
• Prescription drug
• Employee assistance program

Personal Benefits

• Paid vacation
• Company-paid holidays
• Sick leave
• Bereavement leave
• Jury duty

Financial Benefits

• 401(k) retirement savings plan
• Company-paid long-term disability insurance
• AD&D insurance
• Life insurance

Contingent Employment Statement

Offers of employment for this role may be contingent upon successfully passing a background check and/or drug screen. Execution of screens will vary based on role requirements and Company policy. All background checks and drug screens will be done in accordance with applicable federal, state, or local law.

Equal Employment Opportunity Employer

Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law

Reasonable Accommodations
If you require assistance applying online, email ta@wearelegence.com. Please include a description of the specific accommodations you are requesting as well as the job title and requisition number of the position for which you are applying. If you are selected for an interview, please notify your recruiter of your accommodation needs. All efforts to provide reasonable accommodations will be made.

To all recruitment agencies

Legence and its affiliate companies do not accept unsolicited agency resumes. Do not forward resumes to our career’s alias or employees of Legence and/or its affiliate companies. Legence and/or its affiliate companies are not responsible for any fees related to unsolicited resumes.


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