Salesforce Product Owner

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

• 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.
  
  

Qualifications

• 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.