Salesforce Financial Services Cloud Product Jobs

1 job found

Today

Senior Associate, Salesforce Product Owner, Client Services

HarbourVest Partners Boston, MA

Boston, MA

Today

$130k - $150k/yr Full time Marketing Senior Application Support

Apply Now

Job Description

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)

View full job page →

Get Salesforce Financial Services Cloud Product Jobs alerts

New Salesforce Financial Services Cloud Product Jobs, daily.