Job Title:
Salesforce Product Owner
Job Code:
7022
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jan 30 2023
Expires On:
Mar 31 2023
Responsibilities:
- Partner with Salesforce IT team & key business stakeholders to manage and prioritize the backlog of requested enhancements
- Act as liaison with key stakeholders across IR, Client Experience, Compliance and Marketing to ensure Salesforce is meeting the needs of the business
- Support the design and implementation of new Salesforce functionality and business processes; lead testing and training of new features, as necessary
- Document firm fundraising processes and Salesforce.com best practices; provide training to new users and ongoing training as necessary
- Act as Salesforce SME on relevant cross-functional projects related to Commercial & Marketing Operations or Client Experience, as necessary
- Support the ongoing management of the Salesforce.com and CRMA product roadmap (alongside Salesforce IT team and VP, Commercial Operations)
- Complete other ad hoc projects and initiatives, as necessary
- Partner with Salesforce IT team & key business stakeholders to manage and prioritize the backlog of requested enhancements
- Act as liaison with key stakeholders across IR, Client Experience, Compliance and Marketing to ensure Salesforce is meeting the needs of the business
- Support the design and implementation of new Salesforce functionality and business processes; lead testing and training of new features, as necessary
- Document fundraising processes and Salesforce.com best practices; provide training to new users and ongoing training as necessary
- Act as Salesforce SME on relevant cross-functional projects related to Commercial & Marketing Operations or Client Experience, as necessary
- Support the ongoing management of the Salesforce.com and CRMA product roadmap (alongside Salesforce IT team and VP, Commercial Operations)
- Complete other ad hoc projects and initiatives, as necessary
- Enhance Salesforce data quality by creating / monitoring data quality dashboards and partnering with business stakeholders to address data quality issues
- Monitor key integrations and ensure errors are identified and fixed in a timely manner
- Support historical data cleanup efforts to improve overall accuracy and reliability of IR and Client Experience data
- Deliver on other ad hoc projects and initiatives as necessary
Qualifications:
- Extensive experience with Salesforce.com CRM platform; familiarity with CRM Analytics, Marketo, Seismic and other relevant commercial applications a plus
- Strong communicator, in both written and verbal form
- Excellent organization skills
- Driven self-starter with a bias for action and desire to continuously improve upon the status quo
- Team player who enjoys collaboration and working cross-functionally to drive change
- Avid learner who desires to continuously grow and develop
- Problem solver who enjoys bringing abstract concepts into reality
- Experience with MS Excel (lookups, pivot tables) and PowerPoint
- 2-4 years experience
Required Years of Experience:
2
Additional Info:
For more information contact Lindsay lindsay@fanning-boston.com
Salary Range: