Head of Product (Salesforce)

About PTR Global

PTR Global is a leading provider of technology talent solutions, professional staffing, and workforce services, helping organizations access specialized expertise and accelerate business growth. Through technology-enabled solutions, industry expertise, and a commitment to operational excellence, PTR Global supports enterprise clients across complex and evolving talent markets. As we continue investing in enterprise technology, artificial intelligence, automation, and digital transformation, we are building an integrated Go-to-Market (GTM) technology ecosystem designed to strengthen commercial execution, improve operational efficiency, and enable scalable growth.

Summary

PTR Global is seeking a strategic, technically accomplished Head of Product – GTM Platforms & Technology Transformation to lead the vision, strategy, architecture, and evolution of our enterprise GTM technology ecosystem. This senior leadership position owns the integration and optimization of Salesforce CRM, Marketing Cloud Account Engagement (MCAE), AI-powered automation, market intelligence, and connected commercial platforms supporting multiple business lines. The Head of Product will operate at the intersection of business strategy, enterprise product management, technology architecture, and digital transformation, translating complex business requirements into a cohesive, scalable product strategy. This leader will establish enterprise product governance, prioritize technology investments, direct cross-functional delivery, and ensure that platform capabilities produce measurable improvements in revenue visibility, sales productivity, operational efficiency, and business performance. This is not a traditional Salesforce administration, implementation, or project management position. It requires an enterprise product leader capable of defining long-term platform strategy, making architectural and commercial decisions, challenging technology partners, and driving measurable business outcomes across a complex, multi-platform environment.

Job Description

Enterprise Product Strategy & Portfolio Leadership

• Define and own the enterprise product vision, strategy, and multi-year roadmap for PTR Global's connected GTM technology ecosystem.
• Establish a unified product operating model across Salesforce CRM, marketing automation, AI-enabled workflows, market intelligence, and emerging commercial technologies.
• Translate organizational growth strategies and business priorities into actionable product initiatives, investment recommendations, and phased delivery roadmaps.
• Evaluate competing business requirements, technical dependencies, implementation complexity, and anticipated ROI to determine product investment priorities.
• Establish product portfolio governance, executive roadmap reviews, resource prioritization, and transparent decision-making frameworks.
• Drive the transition from individual platform implementations toward an integrated, continuously optimized enterprise product ecosystem.

Salesforce CRM Strategy & Enterprise Architecture

• Own the strategic direction, architecture, functionality, and continuous evolution of Salesforce CRM as a core enterprise commercial platform.
• Lead product design and implementation oversight across Direct Hire, VMS Staffing, Non-VMS Staffing, and emerging service lines.
• Define scalable CRM workflows, lead and opportunity management processes, data models, business rules, and integration requirements.
• Partner with technology teams and external implementation partners to ensure solution architecture supports operational scalability, data integrity, and long-term maintainability.
• Establish requirements documentation, acceptance criteria, user acceptance testing (UAT), integration testing, release readiness, and post-deployment optimization standards.
• Improve pipeline visibility, forecasting reliability, user adoption, commercial reporting, and overall CRM effectiveness.

Marketing Automation & Revenue Enablement

• Own the product strategy, implementation, and ongoing optimization of Salesforce Marketing Cloud Account Engagement (MCAE/Pardot).
• Develop integrated marketing automation capabilities supporting lead nurturing, segmentation, campaign execution, lifecycle management, and sales enablement.
• Establish governance for consent management, communication preferences, email deliverability, domain authentication, and campaign operations.
• Connect marketing engagement and lead generation activities to Salesforce opportunities, pipeline development, and measurable revenue outcomes.
• Partner with Sales and Marketing leadership to improve lead qualification, campaign attribution, conversion visibility, and marketing technology adoption.

AI, Agentforce & Intelligent Business Automation

• Define the enterprise product strategy for AI-enabled commercial workflows, intelligent automation, and Salesforce Agentforce capabilities.
• Identify, evaluate, and prioritize AI use cases based on business impact, technical feasibility, data readiness, adoption potential, and measurable ROI.
• Lead discovery, solution design oversight, pilot governance, testing, and production-readiness assessments for AI-powered initiatives.
• Evaluate opportunities to automate repetitive processes, improve lead intelligence, accelerate sales execution, and reduce manual operational activities.
• Establish AI implementation standards addressing data quality, appropriate controls, operational reliability, human oversight, and measurable productivity improvements.
• Collaborate with internal technology teams and external vendors to move AI capabilities from experimentation into scalable business operations.

Connected GTM Platforms, Market Intelligence & Cortex

• Lead the end-to-end product strategy and phased development roadmap for Cortex as a connected GTM technology platform.
• Integrate market intelligence, lead generation, Salesforce CRM, marketing automation, and AI-assisted selling into a coordinated commercial operating model.
• Direct product strategy and business alignment for Revenoid capabilities, including job lead automation and market intelligence integration.
• Define enterprise integration requirements, workflow dependencies, data exchange standards, and service-line-specific capabilities.
• Ensure platform architecture accommodates Direct Hire, Staffing, RPO, Strategic Services, and evolving business models.
• Evaluate emerging technologies and determine how individual investments contribute to a unified, scalable GTM ecosystem.

Product Governance, Engineering Delivery & Operational Excellence

• Establish a disciplined product management framework encompassing intake, discovery, prioritization, requirements definition, delivery, release management, and continuous improvement.
• Lead recurring sprint planning, backlog prioritization, roadmap reviews, and cross-functional delivery governance.
• Establish standards for product requirements documents (PRDs), entity relationship diagrams (ERDs), solution documentation, acceptance criteria, and technical handoffs.
• Oversee integration testing, UAT, production readiness, defect triage, and escalation management.
• Identify architectural weaknesses, implementation dependencies, data risks, and delivery bottlenecks before they impact production.
• Improve delivery predictability, reduce recurring defects, minimize avoidable rework, and strengthen platform reliability.

Technology Investment, Vendor Strategy & Commercial Accountability

• Lead the evaluation and selection of enterprise technology products, implementation partners, and strategic vendors.
• Develop business cases and recommendations for build-versus-buy decisions, platform consolidation, and technology investments.
• Review, challenge, and negotiate vendor proposals, statements of work (SOWs), implementation scope, deliverables, and commercial assumptions.
• Establish measurable vendor performance expectations, acceptance criteria, change-control procedures, and accountability frameworks.
• Evaluate technology investments based on total cost of ownership, scalability, integration complexity, business value, and long-term strategic fit.
• Ensure external partners deliver high-quality solutions while progressively strengthening internal platform ownership and organizational capability.

Executive Partnership, Cross-Functional Leadership & Organizational Enablement

• Serve as a strategic product and technology advisor to executive leadership across Sales, Marketing, Recruiting, Operations, IT, and Strategic Services.
• Facilitate enterprise-level decisions involving competing business priorities, technology constraints, investment tradeoffs, and organizational dependencies.
• Lead cross-functional product initiatives involving business stakeholders, technical teams, data teams, digital worker managers, and external implementation partners.
• Coach business leaders and stakeholders on product thinking, requirements definition, prioritization, and implementation readiness.
• Establish product documentation, operational playbooks, training programs, and knowledge-transfer processes to strengthen platform adoption.
• Identify critical organizational capability gaps and recommend appropriate product, CRM, marketing automation, and technical resources.
• Build an accountability-driven product culture focused on business value, continuous improvement, and sustainable technology ownership.

Required Qualifications

• Significant progressive experience in enterprise product management, digital transformation, enterprise applications, or technology platform leadership, including demonstrated ownership of complex, business-critical product ecosystems.
• Proven experience defining enterprise product vision, developing multi-platform roadmaps, establishing investment priorities, and delivering measurable business outcomes.
• Deep functional and architectural understanding of Salesforce CRM, including enterprise workflows, data models, integrations, automation, and commercial process optimization.
• Demonstrated experience with marketing automation platforms, preferably Salesforce Marketing Cloud Account Engagement (MCAE/Pardot), and their integration with CRM and revenue operations.
• Experience leading enterprise technology implementations and post-launch optimization across multiple business functions, business units, or service lines.
• Strong understanding of product architecture, systems integration, data governance, APIs, enterprise data flows, and scalable platform design.
• Experience evaluating and deploying AI-powered business capabilities, intelligent automation, or emerging enterprise technologies, with the ability to assess business value and implementation risk.
• Demonstrated ability to establish product governance, lead agile delivery processes, prioritize complex backlogs, and manage cross-functional implementation dependencies.
• Proven experience managing technology vendors, evaluating commercial proposals, reviewing SOWs, and holding external implementation partners accountable for delivery.
• Strong financial and commercial acumen, including experience developing business cases, assessing technology ROI, and making informed build-versus-buy recommendations.
• Executive-level communication and stakeholder management skills, with the ability to influence senior business and technology leaders without relying exclusively on direct reporting authority.
• Demonstrated ability to operate strategically while remaining sufficiently hands-on to challenge solution architecture, technical assumptions, implementation quality, and delivery decisions.

Preferred Qualifications

• Experience leading enterprise product portfolios encompassing Salesforce Sales Cloud, MCAE, Agentforce, and connected revenue technology platforms.
• Familiarity with AI agents, workflow orchestration, intelligent lead generation, and automation-enabled commercial processes.
• Experience integrating third-party market intelligence, prospecting, or lead generation platforms with enterprise CRM environments.
• Experience supporting complex B2B services organizations, staffing and workforce solutions providers, professional services firms, or technology-enabled commercial operations.
• Understanding of staffing, VMS, Direct Hire, RPO, or other workforce solutions business models.
• Experience building or scaling enterprise product management functions, governance frameworks, and internal product capabilities.
• Relevant Salesforce, product management, agile delivery, or enterprise architecture certifications.
• Bachelor's degree in Business, Information Systems, Computer Science, Engineering, or a related discipline; an advanced degree is advantageous.

Key Performance Indicators & Measures of Success

Success in this position will be measured by the business value, adoption, reliability, and scalability of the GTM technology ecosystem—not simply the number of technology projects completed.

Performance AreaMeasures of Success

• Product Strategy & Execution: Roadmap delivery, strategic alignment, investment prioritization, and realization of planned business outcomes
• Salesforce CRM Effectiveness: User adoption, data accuracy, pipeline visibility, workflow efficiency, and commercial reporting quality
• Marketing Automation: Lead conversion, campaign attribution, automation adoption, and contribution to qualified pipeline
• AI & Intelligent Automation: Production adoption, measurable time savings, productivity gains, and business value realization
• Connected GTM Ecosystem: Integration reliability, data consistency, cross-platform workflows, and adoption across business lines
• Product Quality & Governance: Reduced recurring defects, improved release readiness, fewer delivery escalations, and minimized rework
• Vendor & Investment Performance: Vendor delivery quality, commercial accountability, investment efficiency, and technology ROI
• Organizational Enablement: Stakeholder adoption, internal capability development, knowledge transfer, and reduced dependence on external partners

Why Join PTR Global?

This is an opportunity to shape the future of enterprise product and technology strategy within a growing global workforce solutions organization. Rather than inheriting responsibility for a single application, the Head of Product will help define how multiple enterprise platforms, AI capabilities, and commercial technologies operate together to support the business. The position offers broad strategic influence, direct exposure to senior leadership, and the opportunity to establish scalable product capabilities that materially improve how PTR Global generates revenue, executes commercial strategies, and delivers operational excellence.

AI Recruiting Disclosure

During the hiring process, we may use artificial intelligence (AI) tools to assist in evaluating information related to your application. These tools may help analyze job-related qualifications or assist recruiters in reviewing applications and interview responses. AI-generated information is one factor considered in our hiring process. Final employment decisions are made by qualified hiring personnel and are not based solely on AI-generated recommendations.

Instructions

Please answer the questions below, attach your resume, and email your responses to jason.jordi@pinnacle1.com

• Enterprise Product Leadership: Describe your experience owning the product strategy, architecture, and roadmap for an enterprise GTM technology ecosystem. Which platforms did you oversee, and what measurable business outcomes did you deliver?
• Salesforce & Marketing Automation: Describe your hands-on leadership experience with Salesforce CRM and Marketing Cloud Account Engagement (MCAE/Pardot), including integrations, workflow automation, architecture, and enterprise-wide optimization.
• AI, Transformation & Vendor Management: Provide an example of an AI-enabled or multi-platform digital transformation initiative you led. What was your role in product strategy, vendor selection, implementation governance, and measuring ROI?
• Compensation Expectations: In an effort to be respectful of your time and ensure alignment, please share your desired compensation range for this opportunity.