Director, CRM Product Owner

HarbourVest Partners•Boston, MA

1d•$180,000 - $190,000•Hybrid

About The Position

HarbourVest is seeking a Director, CRM Product Owner to support the delivery and enhancement of our Salesforce platform. This role ideally suits someone experienced in the design, implementation, and delivery of Salesforce, and other related technology platforms, within a Private Markets or Asset Management business. Working closely with the Vice President, Product Manager, CRM Digital Solutions, this role focuses on Product backlog ownership, translating business needs into high-quality CRM solutions that improve user workflows, the integrity of client-data, and adoption. The ideal candidate is someone who has an expert level understanding of Salesforce data model (Institutions/Accounts, Contacts, Opportunities, Activities), strong knowledge of client-data models, MDM concepts, and data integrations, a keen awareness of data platforms such as Snowflake and end-to-end data flows, and a deep understanding of release management and environment lifecycles. HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.

Requirements

Experience with Salesforce CRM in financial services (preferred)
Strong Agile delivery and backlog management experience
Superb communication and stakeholder-collaboration skills
Bachelor of Arts (B.A) or Bachelor of Science (B.S) or equivalent experience required
6–10 years of experience in Product Ownership, CRM delivery & Business Analysis

Nice To Haves

Salesforce Administrator certification preferred
Master of Science (M.S.), Master of Business Administration (MBA) or equivalent experience would be a plus

Responsibilities

Own and manage the Salesforce CRM Institutional product backlog, including user stories, prioritization, and acceptance criteria
Translate business requirements into clear, actionable stories for Agile delivery
Partner with collaborators across IR, Client Service, Operations, Technology, and Data teams
Drive day-to-day sprint execution and participate in Agile ceremonies
Support UAT, defect triage, and release readiness
Communicate progress, risks, and dependencies
Define and manage requirements for client data (Institutions/Accounts, Contacts, Investors, Hierarchies & Relationships)
Partner with data teams to ensure data accuracy, completeness, and governance
Support integration of Salesforce with data platforms (e.g., MDM, Snowflake, Client Portal & downstream systems)
Help resolve data quality issues and improve data capture at source
Support delivery of CRM reporting and dashboards aligned to business needs
Partner with analytics teams to define KPIs, metrics, and data requirements
Enable better pipeline visibility, client insights, and performance tracking through CRM data
Enable user adoption and CRM engagement through training, demos, and iterative improvements
Find opportunities to improve workflows, usability, and process efficiency
Other responsibilities as required