Job Description

Product Owner (Salesforce)

Location: Tempe, AZ (on site 4 days/week)

Salary: 130k-165k + benefits

Department: Digital Technology – Sales & Servicing Platform

Reports to: Head of Sales & Servicing Platform

Must be a U.S Citizen or a Green Card holder

About the Role

A client in the financial industry is in the midst of a multi-year transformation to modernize and scale its Salesforce ecosystem across Sales Cloud, Service Cloud, Financial Services Cloud (FSC), Marketing Cloud, and AI-enabled capabilities. We are seeking a Salesforce Product Owner to translate business priorities into actionable user stories and ensure delivery of high-value features that drive advisor growth, operational efficiency, and enterprise transformation goals.

In this role, you will serve as the voice of the business within Agile teams, own a defined product domain, and collaborate closely with stakeholders, architects, and developers to deliver solutions that elevate the advisor and client experience. You will play a critical role in shaping backlog priorities, clarifying requirements, and ensuring alignment with our strategic objectives.

Key Responsibilities

• Act as the primary liaison between business stakeholders and delivery teams, ensuring clarity of requirements and alignment to strategic goals.
• Own and refine the product backlog for Salesforce capabilities across Sales Cloud, Service Cloud, FSC, workflow automation, integrations, and AI-driven features.
• Translate business objectives into high-quality user stories, epics, success metrics, acceptance criteria, and backlog items.
• Partner with business stakeholders to understand pain points, define business value, and inform prioritization decisions.
• Participate in discovery sessions, journey mapping, and data analysis to validate requirements and enhance user experience.
• Collaborate with Solution Architects and Technical Leads to ensure scalable, best-practice solutions.

Qualifications

• 5+ years of experience in product ownership, business analysis, or Salesforce-focused delivery roles.
• Strong knowledge of Salesforce Sales Cloud and Service Cloud; familiarity with FSC and Advisor/Client 360 models.
• Proven ability to manage and prioritize backlogs in Agile/Scrum environments.
• Skilled in translating business strategy into actionable user stories and functional requirements.
• Excellent communication skills, with experience engaging senior stakeholders and cross-functional teams.
• Analytical mindset with experience defining KPIs and measuring product success.
• Exposure to financial services or other regulated industries preferred.
• Understanding of Salesforce governance, DevOps pipelines, and scalable architecture principles.
• Familiarity with MarTech stacks, enterprise integrations, and automation tools.
• Experience with AI/ML concepts, predictive analytics, or workflow intelligence is a plus.
• Salesforce certifications (Admin, Business Analyst, or Platform App Builder) strongly preferred.

• Reach out to learn more about this role!

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