Job Description SummaryThe Sr. Associate, Salesforce Product Owner will join the CRM Product Team and support the delivery, improvement, and adoption of Salesforce capabilities for Client Servicing & Experience.
This position involves close collaboration with Client Servicing & Experience business teams to learn about business processes, user needs, and operational challenges. These insights will be transformed into Salesforce requirements and scalable solutions. The Sr. Associate Product Owner will collaborate with Data, Technology, Reporting, Architecture, and Salesforce Product teams to help implement the Salesforce roadmap for institutional and wealth client servicing functions.
The ideal candidate offers substantial experience in Private Equity, Asset Management, or Financial Services, along with a dedication to resolving business issues, improving user interactions, and encouraging Salesforce adoption.
Key ResponsibilitiesProduct Ownership & Delivery
- Support the Salesforce product roadmap, backlog oversight, and delivery of business capabilities for Client Servicing & Experience.
- Gather, document, and refine business requirements, user stories, acceptance criteria, and process improvements.
- Partner with business collaborators to prioritize improvements based on business value and user needs.
- Participate in sprint planning, backlog grooming, testing, release activities, and post-release support.
- Help balance short-term business priorities with long-term platform scalability and guidelines.
Business Partnership- Serve as a trusted partner to Client Servicing & Experience teams by building positive relationships with business users and collaborators.
- Develop an understanding of the client and investor journey across institutional and wealth channels.
- Find opportunities to improve client experience, workflows, productivity, data quality, and operational efficiency.
- Work with collaborators to ensure requirements align with desired business outcomes and user needs.
- Communicate project updates, timelines, risks, and business impacts to key collaborators.
Salesforce Platform & Process Excellence- Support alignment with Salesforce governance, architecture standards, and enterprise CRM strategy.
- Work together with Salesforce Product Owners and business teams to pinpoint cross-functional dependencies and reusable capabilities.
- Encourage uniform business processes, user experiences, and data standards throughout Salesforce.
- Advocate for a configuration-first approach and adoption of Salesforce guidelines.
- Contribute to roadmap planning, prioritization discussions, and release management activities.
Data & Cross-Functional Collaboration- Partner with Data, Technology, Reporting, Integration, and Salesforce delivery teams to support solution development and implementation.
- Help improve data quality, completeness, ownership, and usability within Salesforce.
- Coordinate testing and validation efforts for Salesforce integrations, reporting, and downstream systems.
- Assist in identifying and resolving business process, data, and system issues.
- Ensure solutions align with data, security, and technology standards.
User Adoption & Continuous Improvement- Support user acceptance testing, training activities, communications, and change management efforts.
- Gather user feedback and recommend improvements to improve adoption and user happiness.
- Track platform usage, business workflows, and data quality indicators.
- Assist with production support, issue triage, and resolution of business-related Salesforce concerns.
- Contribute to ongoing process optimization and Salesforce platform improvements.
Qualifications- 4-7 years of experience in Product Ownership, Business Analysis, CRM delivery, Client Service, Client Experience, or related business technology roles.
- Experience in Private Equity, Private Markets, Asset Management, Investment Management, or Financial Services is preferred.
- Knowledge of institutional client servicing, investor relations, client onboarding, or client lifecycle processes.
- Experience gathering requirements, managing backlogs, writing user stories, and supporting Agile delivery teams.
- Ability to collaborate effectively with business and technology collaborators across multiple functions.
- Strong analytical, problem-solving, communication, and coordination skills.
- Experience with Salesforce Sales Cloud and/or Financial Services Cloud is preferred.
- Salesforce certifications (Administrator, Business Analyst, or Financial Services Cloud) are advantageous.
- Bachelor's degree or equivalent experience combined with education.
Role PositioningA key member of the CRM Product Team who works closely with Client Servicing & Experience collaborators to provide Salesforce features that improve client engagement, operational efficiency, and data quality. This role emphasizes product delivery, collaboration with interested parties, and ongoing platform improvements while building expertise in Salesforce product management and client servicing workflows.
Reports To: Vice President, CRM Digital Solutions
#LI-Hybrid
Base Salary Range:$130,000.00 - $150,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus eligibility, total compensation may include participation in long-term reward programs (typically for more senior-level roles). We also offer a comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits as well as well-being programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.
