Why This Role Stands Out
This hybrid role offers a fantastic opportunity to lead transformative CRM initiatives within the financial services sector, leveraging your extensive Salesforce Financial Services Cloud expertise to shape product strategy and drive impactful solutions. You'll thrive here if you possess a strong background in product lifecycle management, agile methodologies, and stakeholder engagement, making this an ideal next step for your career growth. We encourage you to apply and explore how you can contribute to this dynamic team.
Quick Overview
Job Description
Salesforce Product Owner / Product Manager
Location: Malvern, PA – Hybrid
Experience: 10+ Years Total IT Experience | 5+ Years as Salesforce Product Owner/Product Manager
We are looking for an experienced Salesforce Product Owner / Product Manager with strong expertise in Salesforce Financial Services Cloud (FSC) and CRM transformation programs.
Key Requirements:
- 5+ years of Salesforce Product Ownership/Product Management experience
- Strong hands-on experience with Salesforce FSC, Sales Cloud, Service Cloud & Experience Cloud
- CRM strategy, roadmap planning & product lifecycle management
- Requirements gathering & business analysis
- Strong documentation experience with BRD, SRS, functional specifications, use cases, gap analysis, process flows, user stories & acceptance criteria
- Agile/Scrum methodologies
- Stakeholder management & UAT coordination
- Salesforce implementation and transformation experience
- Financial Services/Banking domain experience highly preferred
- Wealth Management, Lending, Mortgage or Financial Advisory platform experience is a plus
Good to Have: CSPO, Salesforce Business Analyst, Salesforce Administrator or other Salesforce certifications.
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