Senior Associate, Salesforce Product Owner, Client Services

Join HarbourVest Partners as a Senior Associate Salesforce Product Owner supporting the CRM Product Team’s delivery and continuous improvement of Salesforce capabilities for Client Servicing and Experience.

Responsibilities

• Support the Salesforce product roadmap, backlog oversight, and delivery of Client Servicing & Experience business capabilities
• Gather, document, and refine business requirements, user stories, acceptance criteria, and process improvement opportunities
• Collaborate with Client Servicing & Experience teams to prioritize improvements by business value and user needs
• Participate in sprint planning, backlog grooming, testing, release activities, and post-release support
• Balance short-term delivery priorities with long-term platform scalability and Salesforce guidelines
• Build trusted relationships with business users and collaborators to support adoption and positive working outcomes
• Develop understanding of the client and investor journey across institutional and wealth channels
• Identify opportunities to improve client experience, workflows, productivity, data quality, and operational efficiency
• Ensure requirements align to desired business outcomes and user needs
• Communicate project updates, timelines, risks, and business impacts to key collaborators
• Support alignment with Salesforce governance, architecture standards, and the enterprise CRM strategy
• Work with Salesforce Product Owners and business teams to identify cross-functional dependencies and reusable capabilities
• Promote consistent business processes, user experiences, and data standards throughout Salesforce
• Advocate for a configuration-first approach and adherence to Salesforce adoption guidelines
• Contribute to roadmap planning, prioritization discussions, and release management activities
• Partner with Data, Technology, Reporting, Integration, and Salesforce delivery teams to support solution development and implementation
• Improve data quality, completeness, ownership, and usability within Salesforce
• Coordinate testing and validation for Salesforce integrations, reporting, and downstream systems
• Assist in identifying and resolving business process, data, and system issues
• Ensure solutions align with data, security, and technology standards
• Support user acceptance testing, training activities, communications, and change management efforts
• Collect user feedback and recommend improvements to increase adoption and user satisfaction
• Track platform usage, business workflows, and data quality indicators
• Support production support, issue triage, and resolution of business-related Salesforce concerns
• Contribute to ongoing process optimization and Salesforce platform improvements

Requirements

• 4-7 years of experience in Product Ownership, Business Analysis, CRM delivery, Client Service, Client Experience, or related business technology roles
• Private Equity, Private Markets, Asset Management, Investment Management, or Financial Services experience is preferred
• Knowledge of institutional client servicing, investor relations, client onboarding, or client lifecycle processes
• Experience gathering requirements, managing backlogs, writing user stories, and supporting Agile delivery teams
• Ability to collaborate effectively with business and technology collaborators across multiple functions
• Strong analytical, problem-solving, communication, and coordination skills
• Experience with Salesforce Sales Cloud and/or Salesforce Financial Services Cloud is preferred
• Salesforce certifications (Administrator, Business Analyst, or Financial Services Cloud) are advantageous
• Bachelor's degree or equivalent experience

Technologies

• Salesforce
• Salesforce Sales Cloud
• Salesforce Financial Services Cloud
• Salesforce Administrator
• Salesforce Business Analyst

Benefits

• Discretionary annual bonus
• Long-term reward programs (typically for more senior-level roles)
• Comprehensive total rewards package including retirement contributions, health insurance, income protection, paid time off and leave benefits, and well-being programs

Additional Details

• Location: Boston, MA (hybrid)
• Reports to: Vice President, CRM Digital Solutions
• Role positioning: Key member of the CRM Product Team supporting Salesforce features to improve client engagement, operational efficiency, and data quality
• Compensation: $130,000 - $150,000 base salary range (annual)