[Hiring] Salesforce Product Manager @The Baldwin Group

Role Description

MIS (Mainstreet Insurance Solutions), part of The Baldwin Group, is looking for an experienced Product Manager to own the Stratus platform — our customized Salesforce CRM and the operational core of our embedded insurance business. This role leads product strategy, roadmap execution, and cross-functional delivery for Stratus and sits at the intersection of advisor tooling, partner integrations, and carrier connectivity.

You will work closely with engineering, operations, and business leadership to ship high-impact improvements that directly enable advisor productivity, partner growth, and our embedded insurance distribution strategy.

What You'll Own

• Platform Roadmap & Delivery
  • Own the Stratus product roadmap end-to-end — from intake and prioritization through launch and adoption.
  • Define and maintain a clear, prioritized backlog that balances near-term business needs with longer-horizon platform investments.
  • Translate requirements from business stakeholders, operations, and distribution partners into well-scoped, actionable epics and stories.
  • Partner with engineering to streamline release processes and advocate for delivery practices that get improvements into advisors' hands faster.
• Advisor & Operations Enablement
  • Serve as the product owner for advisor-facing workflows — including quoting, cross-sell prompts, document automation, and carrier payment workflows.
  • Identify and eliminate friction points in day-to-day advisor workflows through data analysis, user observation, and close partnership with operations leadership.
  • Coordinate across platform teams to ensure carrier eligibility rules, compliance requirements, and appointment-based controls are accurately reflected in the CRM.
• Partner & Carrier Integration
  • Own the CRM layer of carrier and distribution partner integrations — ensuring new carriers and partners are onboarded into scalable, well-documented workflows.
  • Collaborate with quoting and lead orchestration teams to maintain data integrity, routing accuracy, and a consistent experience across the platform.
  • Support the ongoing expansion of MIS's carrier network and distribution partnerships by ensuring Stratus can scale to meet new volume and product requirements.
• Stakeholder Alignment
  • Serve as the primary product voice for Stratus in business reviews, leadership updates, and cross-functional planning sessions.
  • Build strong working relationships across operations, data, telephony, and technology teams to keep roadmap dependencies visible and sequenced.
  • Support executive communications with clear delivery status, risk visibility, and ROI framing for platform investments.

Qualifications

• 4+ years of product management experience, with at least 2 years owning a Salesforce-based platform in a B2B or enterprise context.
• Demonstrated ability to manage complex, multi-team roadmaps with competing priorities and shared infrastructure dependencies.
• Strong understanding of CRM workflows, advisor or agent tooling, and integration patterns (APIs, middleware, webhooks).
• Experience working within enterprise release and change management processes, with the ability to advocate for smarter, faster delivery practices.
• Exceptional communication skills — able to translate technical constraints into business language and vice versa.

Requirements

• Insurance, insurtech, mortgage, or fintech industry background.
• Familiarity with policy management systems (e.g., Applied Epic), quoting platforms, or embedded distribution models.
• Experience with contact center platform integrations (e.g., CxOne, NICE) or real-time agent coaching tools (e.g., Balto).
• Exposure to AI/ML-powered product features, lead scoring, or automation workflows.
• Salesforce admin or developer certification is a plus but not required.

Who Thrives Here

• You're comfortable in a fast-moving environment where the roadmap evolves and you're expected to exercise judgment, not just follow a playbook.
• You build trust with both technical teams and business stakeholders — and know when to push back vs. when to align.
• You care about the downstream impact of what you ship: advisor outcomes, partner retention, and conversion metrics.
• You see operational constraints as problems to solve, not just limitations to accept.