Demo

Salesforce Product Owner

Fanning Personnel
Boston, MA Full Time
POSTED ON 3/23/2025
AVAILABLE BEFORE 4/18/2025

Job 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).
  • 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.
  • Complete 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 is a plus.
  • Strong communicator, in both written and verbal form.
  • 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 of experience.
  • Required Years of Experience :

    Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.

    Additional Info :

    For more information contact Lindsay at lindsay@fanning-boston.com.

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