Salesforce Product Owner leading the evolution of our Salesforce-based platform for OneDigital. Driving roadmap planning, stakeholder management, and backlog prioritization in a hybrid environment.
Responsibilities
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
Owns product backlog and feature prioritization
Define and prioritize user stories, manage the product backlog, and lead agile ceremonies as needed
Assist with communicating the vision and roadmap during PI Planning to ensure teams are aligned and ready to execute against them
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
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.
Requirements
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
Benefits
Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
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