Job description
Product Owner (Salesforce)
Location: Austin, TX or Tempe, AZ
We are hiring a Salesforce Product Owner for one of our Financial Services clients (Wealth Mgmt). This is a full-time permanent role starting ASAP and is a hybrid position with 4 days/week onsite in either Austin TX or Tempe AZ. The role will be paid at an annual salary of $130,000-165,000. This role is not eligible for sponsorship.
This person will translate business priorities into actionable user stories and ensure delivery of high-value features that drive advisor growth, operational efficiency, and enterprise transformation goals.
In this role, you will serve as the voice of the business within Agile teams, own a defined product domain, and collaborate closely with stakeholders, architects, and developers to deliver solutions that elevate the advisor and client experience. You will play a critical role in shaping backlog priorities, clarifying requirements, and ensuring alignment with strategic objectives.
Key Responsibilities
Location: Austin, TX or Tempe, AZ
We are hiring a Salesforce Product Owner for one of our Financial Services clients (Wealth Mgmt). This is a full-time permanent role starting ASAP and is a hybrid position with 4 days/week onsite in either Austin TX or Tempe AZ. The role will be paid at an annual salary of $130,000-165,000. This role is not eligible for sponsorship.
This person will translate business priorities into actionable user stories and ensure delivery of high-value features that drive advisor growth, operational efficiency, and enterprise transformation goals.
In this role, you will serve as the voice of the business within Agile teams, own a defined product domain, and collaborate closely with stakeholders, architects, and developers to deliver solutions that elevate the advisor and client experience. You will play a critical role in shaping backlog priorities, clarifying requirements, and ensuring alignment with strategic objectives.
Key Responsibilities
- Act as the primary liaison between business stakeholders and delivery teams, ensuring clarity of requirements and alignment to strategic goals.
- Own and refine the product backlog for Salesforce capabilities across Sales Cloud, Service Cloud, FSC, workflow automation, integrations, and AI-driven features.
- Translate business objectives into high-quality user stories, epics, success metrics, acceptance criteria, and backlog items.
- Partner with business stakeholders to understand pain points, define business value, and inform prioritization decisions.
- Participate in discovery sessions, journey mapping, and data analysis to validate requirements and enhance user experience.
- Collaborate with Solution Architects and Technical Leads to ensure scalable, best-practice solutions.
- Drive Agile ceremonies (backlog grooming, sprint planning, reviews) and ensure timely delivery of high-quality features.
- Support UAT planning and execution, ensuring delivered functionality meets business expectations.
- Monitor KPIs and adoption metrics to assess platform performance and inform continuous improvement.
- Champion platform standards related to data quality, security, and integration patterns.
- Partner with enablement teams to support training, release communications, and adoption initiatives.
- Maintain comprehensive functional documentation for Salesforce platform features, workflows, and integrations.
- Understand, analyze, and document end-to-end business processes to ensure alignment with platform.
- 5+ years of experience in product ownership, business analysis, or Salesforce-focused delivery roles.
- Strong knowledge of Salesforce Sales Cloud and Service Cloud; familiarity with FSC and Advisor/Client 360 models.
- Proven ability to manage and prioritize backlogs in Agile/Scrum environments.
- Skilled in translating business strategy into actionable user stories and functional requirements.
- Excellent communication skills, with experience engaging senior stakeholders and cross-functional teams.
- Analytical mindset with experience defining KPIs and measuring product success.
- Exposure to financial services or other regulated industries preferred.
- Understanding of Salesforce governance, DevOps pipelines, and scalable architecture principles.
- Familiarity with MarTech stacks, enterprise integrations, and automation tools.
- Experience with AI/ML concepts, predictive analytics, or workflow intelligence is a plus.
- Salesforce certifications (Admin, Business Analyst, or Platform App Builder) strongly preferred.
