Key Responsibilities
Product Ownership & Backlog Leadership
• Own and manage the Salesforce product backlog end-to-end — defining epics, user stories, acceptance criteria, and sprint-ready work items with technical precision and business clarity
• Partner with business stakeholders, architects, and delivery leads to translate complex operational requirements into well-scoped, prioritized, and dependency-aware backlog items
• Drive sprint planning, backlog grooming, and story readiness ceremonies as the primary product voice, ensuring technical completeness and business alignment in every user story
• Balance short-term delivery commitments with long-term platform health, managing trade-offs between new feature development, technical debt, and compliance requirements
Technical Depth & Platform Fluency
• Demonstrate working knowledge of Salesforce platform capabilities including Sales Cloud, Service Cloud, Experience Cloud, Flows, Apex-driven customizations, and LWC — enabling credible, technical dialogue with architects and developers
• Evaluate and challenge solution designs for feasibility, scalability, and alignment with platform best practices, governance standards, and org health principles
• Understand and articulate Salesforce customization constraints, governor limits, and configuration vs. code trade-offs to guide prioritization and scope decisions
• Support technical grooming sessions by identifying ambiguities, edge cases, and non-functional requirements before stories enter development
Integration & Data Awareness
• Maintain a working understanding of enterprise integration patterns connecting Salesforce to systems including MuleSoft, SAP, Documentum, Excalibur, and legacy platforms — ensuring user stories account for API dependencies, data contracts, and system constraints
• Partner with integration and data engineering teams to define data flow requirements, transformation logic, and validation rules as part of story acceptance criteria
• Support data migration initiatives by defining business validation rules, cutover acceptance criteria, and reconciliation checkpoints for migrations from legacy platforms (e.g., Microsoft Dynamics)
• Collaborate with the Enterprise Data Platform (EDP) and Data Cloud teams to ensure product decisions align with data architecture, lineage standards, and compliance requirements
Generative AI & Agentic AI Delivery
• Leverage Agentic AI platforms (Windsurf, Devin, or equivalent) daily for accelerated story creation, acceptance criteria generation, process documentation, and sprint artifact development
• Apply prompt engineering best practices — iterative prompting, session scoping, and peer review gates — to ensure AI-generated stories are complete, accurate, and development-ready
• Partner with the Salesforce Architect and Tech Lead to define and integrate Einstein AI, Agentforce, and GenAI-enabled flows into product workflows, case management, and portal experiences
• Champion AI-augmented product delivery practices across the team, driving measurable outcomes including ~50% faster story creation, 40–60% reduction in BA/QA effort, and improved sprint throughput
• Contribute to AI efficiency benchmarking and reporting aligned with client's 2026–2028 AI-first delivery strategy
Data-Informed Product Decisions
• Define and monitor product success metrics including SLA adherence, defect rates, user adoption, and delivery velocity — using data to inform prioritization and roadmap adjustments
• Maintain audit-ready documentation, release notes, and traceability matrices aligned with NERC, utility-sector compliance standards, and enterprise governance requirements
• Communicate product progress, risks, and outcomes in concise, executive-level formats suitable for leadership reporting and organizational transparency
Governance, Compliance & Release Readiness
• Ensure all product increments meet security, access management, and platform governance standards prior to release — coordinating with architects and QA leads on readiness gates
• Define and maintain Definition of Ready (DoR) and Definition of Done (DoD) standards that embed compliance, documentation, and governance checkpoints into every delivery cycle
• Support SIT/UAT coordination, defect triage, and user acceptance — driving defect counts below the 5% threshold and ensuring smooth change management and user adoption
Stakeholder Engagement & Communication
• Serve as the primary liaison between business stakeholders, IT leadership, and the delivery team — translating vision into execution with clarity, diplomacy, and accountability
• Facilitate discovery workshops, process walkthroughs, and stakeholder demos that build shared understanding and drive confident decision-making
• Communicate release plans, roadmap updates, and delivery risks proactively to leadership in concise, business-impact-focused formats
Required Qualifications
• 5+ years of experience as a Product Owner, Business Analyst, or Technical PM with a strong focus on Salesforce platform delivery
• Demonstrable technical fluency in Salesforce platform capabilities including customization, integrations, data modeling, and automation — sufficient to lead technical grooming and challenge solution designs
• Proven experience writing high-quality user stories and acceptance criteria for complex enterprise Salesforce solutions
• Working knowledge of integration architecture and data engineering concepts including APIs, middleware patterns, ETL/ELT, and data migration
• Active daily use of Generative AI and/or Agentic AI tools in a product delivery context with measurable productivity outcomes
• Experience in Agile/Scrum delivery environments as a practicing Product Owner with strong backlog management and stakeholder engagement skills
• Salesforce certifications: Administrator (required); Platform App Builder or Business Analyst certification strongly preferred
Preferred Qualifications
• Experience in regulated utility, energy, or infrastructure sectors with awareness of NERC compliance, audit requirements, and data governance standards
• Familiarity with Salesforce Data Cloud, Einstein AI, Agentforce, and AI-enabled workflow design
• Hands-on experience with Windsurf, Devin, or similar Agentic AI delivery platforms
• Knowledge of Documentum, Excalibur, SAP, or enterprise content management systems from a product requirements perspective
• Background in multi-vendor offshore/nearshore delivery models and managing distributed agile teams
• Experience with data migration projects from legacy platforms (e.g., Microsoft Dynamics) to Salesforce, including business validation and cutover planning
• Familiarity with MuleSoft integration platform from a product and requirements perspective