Director, CRM Product Owner
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.
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
Benefits
- 18 remote workdays per quarter
- Discretionary annual bonus
- Eligibility for long-term reward programs
- Comprehensive total rewards package
- Retirement programs
- Health programs
- Insurance programs
- Paid time off
- Wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Director
