Product Manager, Client Solutions Group Technology
Carlyle · New York, United States · 1mo ago
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 reporting use cases.
- Sales Process Enablement: Translate complex fundraising and coverage processes, including prospect targeting, pipeline management, capital commitments, and account coverage models, into streamlined, technology enabled workflows within Salesforce.
- Investor Data and Reporting: Own the investor and prospect data model, support the implementation of reusable data structures aligned with firm data governance standards, and ensure pipeline reporting and dashboards give leadership a trusted, near real time view of fundraising activity.
- Systems Integration: Collaborate with internal technology teams to ensure seamless integration between Salesforce and adjacent platforms, including investor onboarding, fund accounting, marketing automation, document management, and downstream reporting systems.
Product Ownership
- Lead the development, deployment, and enhancement of technology solutions tailored to fundraising and sales business needs, ensuring alignment with strategic goals.
- Own day to day product management of 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 scales beyond any single individual.
Adoption, Innovation, and Scalability
- Drive adoption across a senior, commercially focused sales user base, treating adoption as a product outcome rather than a training exercise.
- Improve the quality and completeness of investor, prospect, and pipeline data, and define the controls that keep it durable over time.
- Support scalable configurations and processes that can be reused across new funds, strategies, and investment segments.
- Define KPIs, monitor platform usage and performance, and recommend improvements that increase adoption, data quality, and commercial productivity.
- Identify and evaluate opportunities to incorporate AI and automation into fundraising and sales workflows, including data capture, activity logging, pipeline hygiene, and reporting, to enhance efficiency, insight, and the investor experience.
Stakeholder Management
- Act as a trusted advisor to senior sales and fundraising stakeholders, ensuring transparency and alignment between technical capabilities and commercial objectives.
- Mitigate risks by addressing potential delays and misalignments, ensuring projects remain on schedule and deliver high-impact outcomes.
- Provide structured updates to senior leadership on roadmap progress, implementation milestones, adoption metrics, risks, and key decisions.
Key Deliverables
- Successful implementation of Salesforce as the Firm’s institutional sales platform.
- A trusted investor and prospect data set, with measurable gains in data quality and pipeline reporting accuracy.
- Streamlined workflows and seamless integration with adjacent systems, including investor onboarding, fund accounting, and marketing platforms.
- AI capabilities embedded in the fundraising platform that reimagine how the sales teams work, surfacing insight, removing manual effort, and helping coverage teams sell more effectively.
- Sustained adoption across the sales 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 management, and reporting.
- Experience leading or playing a central role in a CRM or enterprise platform implementation, including data validation, user training, and rollout.
- Familiarity with institutional fundraising, client coverage, or sales processes preferred; experience supporting a commercial or front office user base is a strong plus.
- Experience working with data analytics and business intelligence tools to generate insights, define KPIs, and support data driven decision making.
- Experience managing vendor platforms or SaaS implementations, and directing business analyst, quality assurance, or partner resources.
- Strong understanding of data management, governance, and integration frameworks.
- Experience working in Agile delivery environments.
Competencies & Attributes
- Outstanding relationship building skills, with a track record of quickly earning trust and credibility with senior, commercially focused stakeholders and sustaining those relationships as a source of influence across a firm.
- Excellent written and verbal communication skills, including the ability to present with confidence to senior audiences and to translate fluently between technical and commercial language.
- Strategic thinker with the ability to design and implement technology solutions that deliver measurable business outcomes.
- Demonstrated ability to delegate and build capacity, scaling delivery through analysts, quality assurance, and partners rather than absorbing execution personally.
- Proven ability to drive adoption of new tools among demanding senior users, including automation, analytics, and AI-driven solutions.
- Sound prioritization judgment, distinguishing high volume core use cases from edge cases and sequencing work accordingly.
- Advanced proficiency in Microsoft Excel, including data analysis and pivot tables.
Benefits/Compensation
The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $160,000 to $180,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.
Who We Are
When people, ideas, and capital come together, opportunity expands across private markets. At Carlyle, this belief has shaped how we invest for decades, fueling growth for companies and delivering performance for investors.
Visit our website to learn more about our firm and the ways our platform is shaping private markets.