Product Owner (CRM)

Product Owner (CRM)

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Company Information:

Bell Bank was founded in 1966 and headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $10 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $26 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune.

If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank be your destination workplace.

Bell's Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.
• “Paying it forward” by giving back to the communities we serve.

Our Bottom Line:

Happy Employees! Happy Customers!

Job Summary:

The Product Owner - CRM is responsible for managing and optimizing the organization's Salesforce platform to support business operations and user needs. This role includes configuring and customizing Salesforce, maintaining data integrity, troubleshooting issues, and providing user training and support. The administrator will also collaborate with stakeholders to gather requirements, implement enhancements, and ensure system security and compliance. Strong problem-solving skills and a proactive approach are essential to drive efficiency and maximize the platform's capabilities.

Primary Duties:

• Work closely with process automation administrators to design, build, and deliver CRM solutions for business partners. Serve as the liaison between business lines and the process automation team on project requirements.
• Serve as the agile product owner for the process automation team to provide priority for user stories and ensure the deliverables produced meet customer expectations.
• Act as the Salesforce subject matter expert, partnering with the system administrator to recommend configuration over custom builds
• Facilitate process improvement discussions with business partners to evaluate current state and identify opportunities for optimization.
• Ability to work on a variety of projects varying in size and complexity with a strong degree of skill and proficiency. Serve as a leader on larger efforts of work following departmental procedures.
• Apply LEAN principles to business process evaluations and designs.
• Communicate effectively with business units to identify needs and evaluate alternative business solutions.
• Effectively manage business unit expectations related to their Salesforce needs and be comfortable providing alternative or unpopular decisions when necessary.
• Maintain and manage Salesforce request lists and work with key stakeholders to prioritize projects.
• Track and report project status to key stakeholders and leadership.
• Create business requirements documents, user stories, acceptance criteria, process diagrams, and training materials as needed.
• Ensure solutions adhere to technical standards by liaising between business units, IT teams, and system administrators.
• Identify and mitigate project risks, tracking and monitoring issues until resolution.
• Manage vendor resources to ensure contractual commitments are delivered.
• Maintain knowledge of company policies, procedures, and industry best practices, serving as a resource to less experienced team members.
• Collaborate with Internal Audit, Legal, and Information Security to ensure compliance with security and legal standards.
• Actively participate in department and team meetings, team building, and other company events.
• Maintain a strong working knowledge of product owner practices for agile teams
• Must be able to travel independently throughout the company and to remote locations as needed.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Job Skills Required:

• B.A. in computer science, project management, business management, or related fields.
• 8 years in product management, business analysis, project management, or bank operations.
• 5-8 years of Salesforce product experience required.
• Salesforce Administrator Certification preferred.
• Product Owner certification and/or prior experience working as a product owner with agile teams preferred. This includes but not limited to experience with writing user stories, grooming product backlogs, and prioritization techniques.
• Experience working in a banking/financial industry preferred.
• Excellent verbal and written communication skills with a proficiency with leading meetings with all levels of stakeholders.
• Proven leadership skills with strong organization and time management skills.
• Knowledge of technical concepts, workflow automation, business applications, and CRM technology.
• Proven leader and self-starter. Works well independently and in a team environment. Willing to learn new things and be a leader of change for others.
• Knowledge of and/or experience in business requirements concepts, workflow automation, business applications, product owner practices and CRM technology.
• Strong organizational, research, analytical and problem-solving skills are required to evaluate situations, make recommendations and take prompt, effective corrective action.

Bell Bank provides competitive compensation and an excellent benefits package.

Bell Bank

Equal Opportunity Employer