Salesforce Platform & Product Owner

Integrated Financial Settlements•Austin, TX

1d•Onsite

About The Position

For over 40 years, Integrated Financial Settlements (IFS) has been a trusted partner helping people stabilize financially after life-altering events or injuries. Our mission-driven work restores stability, encourages hope, and creates possibilities for vulnerable individuals navigating difficult circumstances. We're seeking a visionary Salesforce Platform & Product Owner to lead the strategy, evolution, and optimization of our Salesforce ecosystem—a mission-critical platform powering pipeline management, referral generation, partner engagement, and post-settlement intelligence. This is a newly created role offering a rare opportunity to build and scale a modern, AI-ready Salesforce platform from the ground up while directly influencing revenue growth, operational efficiency, and customer experience across the organization. If you're energized by transforming capabilities, eliminating manual work, and building scalable solutions in a fast-growing financial services company, this role offers the strategic impact and hands-on execution you're looking for.

Requirements

5+ years of experience in Salesforce administration, platform ownership, business systems management, product ownership, or a related role.
Proven experience owning or leading a Salesforce platform within a growing organization.
Deep understanding of Salesforce architecture, data modeling, security, object design, automation, reporting, and platform governance.
Strong experience designing and implementing flows, security models, integrations, and scalable platform solutions.
Demonstrated success modernizing, stabilizing, and transforming a legacy Salesforce environment.
Experience building platform roadmaps and prioritizing work based on business value, risk, and operational impact.
Strong understanding of system integration concepts, APIs, middleware, and data synchronization patterns.
Experience implementing structured release management, change management, and platform governance processes.
Strong analytical and problem-solving skills with the ability to identify root causes and drive sustainable solutions.
Experience working with third-party implementation partners, managed service providers, and software vendors.
Ability to balance strategic planning with hands-on execution in a fast-moving environment.

Nice To Haves

Salesforce certifications (Administrator, Advanced Administrator, or Platform Developer)
Experience with financial services or settlement management platforms
Familiarity with Salesforce AI capabilities and implementation best practices
Background in change management and organizational transformation
Experience with agile or iterative delivery methodologies

Responsibilities

Own the Salesforce platform strategy, roadmap, and lifecycle, ensuring investments align with business goals and future growth requirements.
Serve as the primary steward of the Salesforce ecosystem, including Sales Cloud, partner and referral management capabilities, reporting, automation, integrations, and future platform enhancements.
Redesign and optimize the Salesforce data model, architecture, objects, relationships, and metadata to support scalability and maintainability.
Modernize workflows, automations, and business processes to improve efficiency, reduce manual effort, and enhance user experience.
Establish platform governance, including change management, release management, documentation standards, and development lifecycle practices.
Define and maintain platform health metrics, adoption metrics, data quality standards, and operational performance measures.
Drive AI-readiness across the platform by improving data quality, process standardization, and integration capabilities while evaluating emerging Salesforce AI capabilities.
Ensure Salesforce integrates effectively with workflow systems, financial platforms, reporting solutions, and the enterprise data platform.
Implement and maintain a secure, compliant security model including roles, permissions, profiles, sharing rules, and audit controls.
Identify and remediate technical debt, including legacy configurations, unused customizations, inefficient automations, and outdated managed packages.
Partner with business leaders to prioritize enhancement opportunities and translate strategic objectives into platform capabilities.
Manage relationships with Salesforce partners, consultants, and third-party vendors to ensure quality delivery and alignment with company objectives.
Drive user adoption through training, communication, process design, and continuous improvement initiatives.