Senior Associate, Salesforce Product Owner, Client Services
Core
Support the delivery, improvement, and adoption of Salesforce capabilities for Client Servicing & Experience by transforming business insights into scalable solutions.
Role type
Senior Associate Product Owner (Salesforce)
Builds
Salesforce features and capabilities for institutional and wealth client servicing functions
Domain
Financial Services / Private Equity / Asset Management
Required skills
Product ownership, backlog management, requirement gathering, user story writing, Agile delivery, stakeholder collaboration, data quality management, change management, process optimization
Preferred skills
Private Equity/Asset Management domain knowledge, institutional client servicing experience, Salesforce Sales Cloud/Financial Services Cloud expertise, Salesforce certifications (Administrator, Business Analyst, Financial Services Cloud)
Technologies
Salesforce (Sales Cloud, Financial Services Cloud), Agile tools
Responsibilities
Support the Salesforce product roadmap and backlog oversight; Gather, document, and refine business requirements and user stories; Partner with business teams to prioritize improvements based on value; Participate in sprint planning, testing, and release activities; Serve as a trusted partner to Client Servicing teams to improve client experience and operational efficiency; Support user adoption, training, and change management efforts; Coordinate testing and validation for Salesforce integrations and reporting.
Seniority
Senior, hands-on IC