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About the Role

Prospr is Sun Life's digital front door for Canadians, revolutionizing how Canadians access insurance and wealth solutions. We are building the CRM, lead management, workflow automation, and data capabilities that help our Advisors, Service Sales Associates (SSA), and Insurance Wealth Associates (IWA) spend less time navigating systems and more time helping clients. We are also building out our digital partnership ecosystem, expanding our partnerships and lead sources across the digital landscape, along with the CRM and technology experience that connects partners and affiliates to our business. We're building with AI, Salesforce, and modern digital platforms to create connected client and advisor experiences at the speed customers now expect.

Responsibilities

Set the product strategy for our Salesforce, Advisor, SSA, and IWA experience and our digital partnership ecosystem, define success metrics, and make it easy for your squads to build and ship.
Own and evolve the product roadmap for Salesforce and related Advisor-, SSA-, and IWA-facing capabilities.
Translate advisor and business needs into scalable CRM products, workflows, and platform capabilities.
Improve lead management across the funnel, including lead distribution, prioritization, qualification, follow-up, conversion, and pipeline visibility.
Build out the digital partnership ecosystem, growing Prospr's partnerships and lead sources through the digital landscape.
Enable the experience and technology that give partners, affiliates, and internal teams better visibility into partner lead and affiliate statuses.
Partner with engineering and Salesforce teams on platform capabilities, system integrations, data models, APIs, automation, and technical trade-offs.
Use advisor behaviour, funnel performance, operational data, and user research to identify opportunities and prioritize investment.
Simplify advisor workflows by reducing manual work, unnecessary hand-offs, and fragmented experiences across systems.
Identify opportunities to apply AI and automation to improve advisor productivity and client engagement.
Partner with sales leadership, operations, marketing, compliance, data, engineering, and design to build connected end-to-end experiences.
Balance immediate business needs with a longer-term platform strategy that can scale as Prospr grows.

Requirements

Product manager with experience building CRM, sales technology, advisor, partner or affiliate, or employee-facing digital products.
Understand that a great CRM isn't a database. It's a product that should make the user's next best action obvious, reduce friction, and improve business outcomes.
Strategic but execution-focused. Set direction, empower teams, and stay close enough to delivery and data to make good decisions.
Spend time understanding how frontline users actually work and translate their pain points into scalable product solutions rather than one-off fixes.
Can have meaningful conversations about Salesforce architecture, APIs, integrations, data models, automation, and technical trade-offs without needing to be the engineer in the room.
Align sales, operations, technology, design, data, and leadership around common outcomes.
Can simplify complicated sales processes, enterprise systems, and competing stakeholder needs into clear product decisions.
Accountable for adoption and business outcomes, not just requirements, features, or releases.
Comfortable bringing structure to evolving problems and operating with startup speed inside an enterprise environment.
4+ years of product management experience, with hands-on experience owning CRM, Salesforce, sales technology, or advisor-facing products.
Demonstrated experience using Salesforce as a product platform, rather than simply managing individual configuration requests or administering the system.
Strong understanding of CRM and sales workflows such as lead management, lead routing, qualification, pipeline management, activities/tasks, customer engagement, and sales productivity.
Demonstrated success owning end-to-end product lifecycles, from discovery and strategy through planning, delivery, launch, adoption, and optimization.
Experience partnering with engineering and technology teams on Salesforce integrations, APIs, data flows, workflow automation, and enterprise systems.
Strong product discovery and UX skills, with experience turning complex operational processes into intuitive user experiences.
Experience running an agile product cadence, including prioritization, roadmap planning, dependency management, backlog management, and user testing.
Strong data fluency, with the ability to translate business goals into measurable product KPIs and use data to drive prioritization and continuous improvement.
Experience working directly with frontline sales teams, Advisors, SSAs, IWAs, relationship managers, or similar users is a strong asset.
Experience with digital partnerships, affiliate, or referral programs, including partner lead flows and status tracking, is a strong asset.
Experience navigating risk, privacy, legal, compliance, and technology constraints in a complex or regulated environment is an asset.
Experience with financial services, insurance, FinTech, or another regulated industry is an asset.

Skills

Salesforce
CRM
AI
API
Data Models
Automation
Agile Product Cadence
Product Discovery
UX Skills
Data Fluency
Financial Services
Insurance
FinTech

Location

Remote
Hybrid

Work Type

Hybrid

Experience Level

4+ years of product management experience

Salary/Compensations

85,000 - 128,000

Benefits

Flexible Benefits from the day you join to meet the needs of you and your family.
Pension, stock and savings programs to help build and enhance your future financial security.

About the Company

Sun Life is driven by its Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
We're proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

Equal Opportunity

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.