Product Owner (Remote in CA)

First American•Santa Ana, CA
•Remote

About The Position

First American Trust is seeking a Product Owner to join its Client Management team and advance capabilities for Sales and Operations. The role partners with business teams to understand client needs, improve workflows, and deliver capabilities for effective client onboarding and ongoing client management. In collaboration with Product Management and technology partners, the Product Owner translates business problems into prioritized, testable requirements and guides improvements from discovery through delivery, adoption, and evaluation. The ideal candidate has experience owning the Salesforce platform and leading technical teams to build automations, reporting, and integrations. The Product Owner helps refine and execute the roadmap for client-management workflows and Salesforce capabilities, sets priorities and delivery sequencing, and communicates progress, risks, dependencies, and tradeoffs. The position owns Salesforce integration priorities and delivery across banking systems and enterprise applications, including integration requirements, readiness, testing, and reliability improvements. It also manages the Agile backlog and feature delivery from discovery through release and post-release feedback, represents customer and partner needs, and assesses vendor and platform changes for business, operational, technical, compliance, and integration impacts. Product documentation and operational support materials are maintained as part of the role.

Requirements

  • Bachelor’s degree in information systems, computer science, or a related field.
  • At least 4 years of experience as a Product Owner, Technical Product Owner, Business Analyst, Product Analyst, or in a similar role in an Agile environment.
  • Experience owning and working with the Salesforce platform.
  • Experience translating business and client needs into technical requirements, user stories, process flows, and testable acceptance criteria.
  • Ability to communicate technical concepts to business stakeholders and business context to technical teams.
  • Experience with Jira, Azure DevOps, or similar backlog and product management tools.
  • Strong analytical, prioritization, problem-solving, and stakeholder management skills.

Nice To Haves

  • Experience leveraging AI-enabled tools to enhance product discovery, analysis, documentation, and delivery processes.
  • CSPO, SAFe POPM, PSPO, or comparable product management certification.

Responsibilities

  • Partner with Product Management to refine and execute the roadmap for client-management workflows and Salesforce capabilities, with agreed business outcomes and success measures.
  • Work with Sales, Operations, Relationship Managers, and other business partners to understand client needs and identify opportunities to improve onboarding and ongoing client management.
  • Set team priorities and delivery sequencing based on client and user impact, business value, operational risk, dependencies, and delivery effort.
  • Communicate progress, risks, dependencies, and tradeoffs to business and technology stakeholders, using feedback and results to inform future priorities.
  • Own Salesforce integration priorities, requirements, and delivery across banking systems and enterprise applications.
  • Define data flows, systems of record, interface requirements, and acceptance criteria with business and technical partners.
  • Evaluate API, event-driven, and batch integration approaches with engineering and architecture, balancing business needs, security, and platform constraints.
  • Drive integration readiness through end-to-end testing, failure recovery, data reconciliation, monitoring, and clear support ownership.
  • Manage integration dependencies and changes, assess downstream impacts, and prioritize reliability improvements using production results.
  • Create, maintain, prioritize, and refine the product backlog, including features, user stories, defects, technical enablers, production issues, and technical debt.
  • Break feature items into actionable user stories with clear, testable acceptance criteria.
  • Ensure sprint goals are clearly defined and aligned with business and technical priorities.
  • Ensure workflows, technical designs, wireframes, or prototypes are reviewed before development begins.
  • Own feature delivery from discovery through requirements, development, testing, acceptance, release, production validation, and post-release feedback.
  • Represent customer and partner integration needs during product planning and technical discussions.
  • Gather feedback from business stakeholders to continuously improve usability and product capability.
  • Communicate complex technical topics clearly and practically to technical and nontechnical audiences.
  • Monitor vendor release calendars, technical changes, release notes, enhancements, defects, and new platform capabilities.
  • Assess vendor or platform changes for business, operational, technical, compliance, and integration impacts.
  • Maintain product documentation, release notes, support guides, operational procedures, and user guides.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • PTO and paid sick leave
  • Employee stock purchase plan
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