Salesforce Product Owner - 23552-1

Sumeru Solutions

  • Malvern, PA
  • 2 days ago

    Highlights

    The ideal candidate will have strong experience with Salesforce Financial Services Cloud (FSC), Sales Cloud, Service Cloud, CRM strategy, roadmap planning, requirements management, and stakeholder engagement. This role will work closely with business stakeholders, Salesforce architects, administrators, developers, and QA teams to ensure successful implementation and adoption of Salesforce solutions.

    Numbers & Facts

    LocationMalvern, PA

    Description

    Salesforce Product Owner / Product Manager
    Experience
    10+ Years Total IT Experience
    5+ Years as Product Owner/Product Manager within Salesforce Ecosystem
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    Role Summary
    The Salesforce Product Owner/Product Manager will be responsible for product planning, roadmap execution, and delivery throughout the product lifecycle. This role will work closely with business stakeholders, Salesforce architects, administrators, developers, and QA teams to ensure successful implementation and adoption of Salesforce solutions.
    The ideal candidate will have strong experience with Salesforce Financial Services Cloud (FSC), Sales Cloud, Service Cloud, CRM strategy, roadmap planning, requirements management, and stakeholder engagement. The individual will act as the bridge between business and technology teams, ensuring that Salesforce solutions align with organizational goals and digital transformation initiatives.
    ________________________________________
    Key Responsibilities
    Product Strategy & Roadmap
    Develop and execute a multi-year Salesforce product roadmap aligned with business objectives.
    Define product vision, strategy, and priorities for Salesforce FSC and related Salesforce platforms.
    Balance business priorities, technical debt, compliance requirements, and platform enhancements.
    Maintain and prioritize a value-driven product backlog.
    Business Analysis & Requirements Management
    Gather, analyze, and document business requirements through stakeholder meetings and workshops.
    Perform gap analysis and identify opportunities for Salesforce-driven process improvements.
    Translate business needs into detailed functional requirements, user stories, and acceptance criteria.
    Prepare BRDs, Functional Requirement Specifications (FRS), SRS documents, use cases, and process flow documentation.
    Solution Design & Delivery
    Collaborate with Salesforce architects, developers, and administrators to design scalable solutions.
    Ensure solutions align with CRM strategy, platform governance, and architecture standards.
    Support sprint planning, backlog grooming, and Agile delivery processes.
    Coordinate onsite-offshore teams during development, testing, deployment, and release activities.
    Stakeholder Management
    Act as the primary liaison between business users and technical teams.
    Conduct workshops, requirement gathering sessions, and stakeholder review meetings.
    Obtain stakeholder approvals and sign-offs for requirements and solution documents.
    Present recommendations and solution approaches to business leadership.
    Testing & Adoption
    Support test planning and test case creation.
    Coordinate User Acceptance Testing (UAT) activities.
    Facilitate issue resolution during testing cycles.
    Deliver end-user training and adoption programs.
    Create training materials and user documentation.
    Continuous Improvement
    Monitor Salesforce platform utilization and performance.
    Recommend enhancements and process improvements.
    Stay informed on Salesforce releases, product updates, and industry best practices.
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    Mandatory Skills
    Salesforce Expertise
    Salesforce Financial Services Cloud (FSC)
    Salesforce Sales Cloud
    Salesforce Service Cloud
    Salesforce Experience Cloud
    CRM Roadmap Planning
    Salesforce Implementation & Transformation Programs
    Product Ownership
    Product Roadmap Management
    Product Backlog Management
    User Story Creation
    Agile & Scrum Methodologies
    Stakeholder Management
    Sprint Planning & Prioritization
    Business Analysis & Documentation
    Business Requirements Document (BRD)
    Software Requirements Specification (SRS)
    Functional Requirements Documentation
    Gap Analysis
    Process Mapping
    Use Cases
    Solution Design Documentation
    Functional Competencies
    Requirement Gathering & Analysis
    Business Process Improvement
    User Acceptance Testing (UAT)
    Test Case Development
    Change Management
    Training & Adoption
    ________________________________________
    Required Qualifications
    Bachelor's Degree in Business, Information Systems, Computer Science, or related field.
    10+ years of overall IT experience.
    5+ years of experience as a Salesforce Product Owner/Product Manager.
    Strong experience with Salesforce Financial Services Cloud (FSC).
    Hands-on experience with CRM roadmap planning and Salesforce implementations.
    Proven expertise in preparing BRDs, SRS, Functional Specifications, Gap Analysis, and Solution Design Documents.
    Strong understanding of Agile and Scrum frameworks.
    Excellent communication, presentation, and stakeholder management skills.
    Experience working in onsite-offshore delivery models.
    ________________________________________
    Preferred Experience
    Banking & Financial Services Domain
    Wealth Management
    Lending & Mortgage Operations
    Financial Advisory Platforms
    Customer Relationship Management (CRM) Transformation Programs
    Digital Transformation Initiatives
    ________________________________________
    Preferred Certifications
    Good to Have
    Certified Scrum Product Owner (CSPO)
    Salesforce Certified Business Analyst
    Salesforce Administrator Certification
    Salesforce Financial Services Cloud Accreditation
    Additional Salesforce Certifications
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    Key Deliverables
    Product Vision & Strategy
    Salesforce Roadmap
    Product Backlog & Prioritization
    BRD / SRS Documents
    Functional Specifications
    User Stories & Acceptance Criteria
    Process Flow Diagrams
    Gap Analysis Documents
    UAT Plans & Results
    Training Materials
    Stakeholder Sign-offs
    Salesforce Adoption & Enhancement Recommendations
    Domain
    Financial Services / Banking (Highly Preferred)
    Experience with Salesforce Financial Services Cloud (FSC) implementations is strongly preferred.

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