| Location | Malvern, PA |
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.
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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
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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.
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Preferred Experience
Banking & Financial Services Domain
Wealth Management
Lending & Mortgage Operations
Financial Advisory Platforms
Customer Relationship Management (CRM) Transformation Programs
Digital Transformation Initiatives
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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.