Summary: 

We’re seeking a strategic and execution-focused Salesforce Product Owner to lead the evolution of our Salesforce-based platform. This role is ideal for someone who thrives in a fast-paced environment and knows how to translate business needs into technical execution. The Product Owner is primarily responsible for maximizing the value delivered by the team by ensuring that the team backlog is aligned with customer and stakeholder needs. This role serves as the primary customer advocate and liaison between internal stakeholders and development teams connecting business and technology strategy while advancing the maturity of the Business Solutions Product Management (BSPM) team.  

The Salesforce Product Owner will report to the Salesforce Product Manager. 

Success in this role hinges on your ability to:  

• Lead requirements gathering through advisor interviews, process analysis, and data insights. 

• Manage demanding stakeholders with empathy and clarity, balancing competing priorities while maintaining strategic focus. 

• Drive roadmap planning and backlog prioritization using KPIs, user feedback, and business impact. 

• Communicate effectively across all levels of the organization, setting clear expectations and providing transparency throughout the product lifecycle. 

Essential Duties and Responsibilities: 

• Owns product backlog and feature prioritization. Define and prioritize user stories, manage the product backlog, and lead agile ceremonies as needed. Participate in SAFe Agile ceremonies, including PI Planning, Sprint Planning, Daily Stand-ups, and Retrospectives to ensure effective collaboration and delivery. 

• Assist with communicating the vision and roadmap during PI Planning to ensure teams are aligned and ready to execute against them. Communicate product vision, progress, and risks to stakeholders at all levels.  

• Conduct discovery through interviews, data analysis, and process mapping to identify opportunities for improvement. Assist in meeting coordination, notes, documentation, follow-ups, summaries, and action items to provide clear ownership and accountability. 

• Collaborate as needed with development, finance, compliance, operations, and other functional teams to ensure alignment and successful delivery.  

• Enforce data integrity and platform security standards. Monitor product performance and usage metrics, identifying opportunities for improvement and optimization. Define CRM product needs and ensure value of delivery.   

• Act as the voice of the customer, ensuring that customer needs and feedback are incorporated into the product development process. Ability to balance different stakeholder perspectives by understanding the needs that drive them, remaining customer-centric, considering capacity allocations, evaluating the cost of delay, and collaborating with stakeholders and teams to make implementation decisions that produce the most favorable outcomes. 

• Prepare mockups and document product standards, both internal for the team as well as stakeholders; work with the Salesforce Product Manager; Operations teams and the business stakeholders on training materials, release notes, and related communications. 

Qualifications, Skills and Requirements: 

• Strong critical thinking skills with the ability to analyze complex problems, challenge assumptions, and make sound, valuedriven product decisions. 

• Extremely driven, passion for process and efficiency 

• Proven ability to manage demanding stakeholders and balance competing priorities. 

• Skilled in requirements gathering, process analysis, and translating insights into actionable product features. 

• Ability to manage work on multiple projects with competing priorities while maintaining highest level of service standard and meeting target dates.  

• Ability to balance near-term improvements with long-term strategy. 

• Excellent communication and stakeholder management skills across technical and nontechnical audiences. 

• Excellent verbal, written and interpersonal skills; ability to tailor communication to different audiences, such as management, stakeholders, users, SMEs, developers, and others. 

• Familiarity with Agile/Scrum methodologies 

• Excellent communication and presentation skills, with a track record of cross-functional collaboration 

• Knowledge of Salesforce, ADO, and Agile methodology 

• Ability to work with clients and partners at a strategic level 

Education, Training and Experience: 

• Bachelor’s degree preferred, but not required 

• Minimum 3-5 years of experience in product management or product ownership or related roles. 

• Strong experience with Salesforce Financial Services Cloud, Sales Cloud, Service Cloud; experience with Experience Cloud is a plus. 

• Hands-on experience managing all stages of the product life cycle 

• Experience with Microsoft Dynamics is a plus. 

• Experience supporting Agile teams working with tools such as Azure DevOps. 

• Experience supporting enterprise scale platform or process transformation initiatives. 

• Experience working with cross-functional teams and stakeholders. 

• Experience with Dynamics 365 and Salesforce business processes preferred. 

• Experience working in Insurance, Finance Services, PEO, Human Resources industry is a plus. 

• Technical knowledge of Data Mapping, API Integration and Web Technologies a plus 

• SAFe or Agile related certification is a plus.