About the role

  • Product Owner responsible for the Salesforce platform at Capital Bank. Overseeing implementation and ongoing support for CRM strategies and user satisfaction.

Responsibilities

  • Serve as the subject matter expert (SME) and business owner for the Bank’s Salesforce environment, including services supporting workflow/automation, customer experience and service, issue resolution, and customer relationship management (CRM).
  • Define and communicate the Salesforce product vision, strategy, and roadmap in alignment with overall business objectives.
  • Continuously evaluate industry trends, regulatory changes, and customer needs to identify opportunities for product improvement and innovation.
  • Champion customer-centric digital experiences and end user satisfaction.
  • Lead the platform’s governance model, including data standards, permissioning strategy, and release management.
  • Lead user acceptance testing (UAT) to confirm that product changes satisfy requirements and support operational and customer needs.
  • Oversee platform maintenance, including quarterly releases, version updates, and feature adoption.
  • Act as the liaison between business units, operations teams, compliance, technology, marketing, and leadership groups.

Requirements

  • Bachelor’s degree in Business, Finance, Information Systems, or a related field.
  • Minimum of 5 years in banking operations, business analysis, product management, or CRM management.
  • Experience supporting business workflows, CRM processes, customer service platforms, or digital operations.
  • Hands-on experience with Salesforce, preferably in a commercial banking environment.
  • High aptitude for problem solving.
  • Ability to connect business challenges to technical solutions.
  • Proven strong analytical and critical thinking skills, with extreme attention to detail.
  • Experience developing presentations, workflow diagrams, and reporting dashboards.
  • Advanced Excel skills and reporting experience.
  • Prior roles as a Product Owner, Salesforce Administrator, or CRM Manager within a financial institution is strongly preferred.
  • Experience in a Salesforce implementation or major system rollout.
  • Knowledge of Salesforce automation tools (Flow, Process Builder, Approval Processes).
  • Experience with digital integrations and onboarding journeys.
  • Familiarity with Agile tools such as Jira or Azure DevOps is an asset.
  • Experience with creating and leading presentations to internal stakeholders.

Benefits

  • Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
  • Company Contributions to your 401k - Regardless of your contribution
  • Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
  • Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities

Job title

Salesforce Product Owner

Job type

Experience level

Mid levelSenior

Salary

$100,000 - $145,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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