Senior Associate, Salesforce Product Owner, Client Services

HarbourVest Partners • Boston, MA

3d • Hybrid

About The Position

HarbourVest is hiring a Senior Associate, Salesforce Product Owner to join its CRM Product Team and support the delivery, improvement, and adoption of Salesforce capabilities for Client Servicing & Experience. The role partners closely with business teams to understand processes, user needs, and operational challenges, translating those insights into requirements and scalable Salesforce solutions. It also collaborates with Data, Technology, Reporting, Architecture, and Salesforce Product teams to help implement the Salesforce roadmap for institutional and wealth client servicing functions.

The position focuses on product delivery, business partnership, platform and process excellence, data quality, cross-functional collaboration, user adoption, and continuous improvement. The successful candidate will help deliver Salesforce features that improve client engagement, operational efficiency, and data quality while building expertise in Salesforce product management and client servicing workflows.

Requirements

• 4–7 years of experience in Product Ownership, Business Analysis, CRM delivery, Client Service, Client Experience, or related business technology roles.
• Knowledge of institutional client servicing, investor relations, client onboarding, or client lifecycle processes.
• Experience gathering requirements, managing backlogs, writing user stories, and supporting Agile delivery teams.
• Ability to collaborate effectively with business and technology collaborators across multiple functions.
• Strong analytical, problem-solving, communication, and coordination skills.
• Bachelor's degree or equivalent experience combined with education.

Nice To Haves

• Experience in Private Equity, Private Markets, Asset Management, Investment Management, or Financial Services.
• Experience with Salesforce Sales Cloud and/or Financial Services Cloud.
• Salesforce certifications such as Administrator, Business Analyst, or Financial Services Cloud.

Responsibilities

• Support the Salesforce product roadmap, oversee the backlog, and help deliver business capabilities for Client Servicing & Experience.
• Gather, document, and refine business requirements, user stories, acceptance criteria, and process improvements.
• Partner with business collaborators to prioritize improvements according to business value and user needs.
• Participate in sprint planning, backlog grooming, testing, release activities, and post-release support.
• Balance short-term business priorities with long-term platform scalability and guidelines.
• Build positive relationships with Client Servicing & Experience users and collaborators and develop an understanding of institutional and wealth client and investor journeys.
• Identify opportunities to improve client experience, workflows, productivity, data quality, and operational efficiency.
• Ensure requirements align with desired business outcomes and user needs, and communicate project updates, timelines, risks, and business impacts to key collaborators.
• Support alignment with Salesforce governance, architecture standards, and enterprise CRM strategy.
• Work with Salesforce Product Owners and business teams to identify cross-functional dependencies and reusable capabilities.
• Promote consistent business processes, user experiences, and data standards across Salesforce, and advocate for configuration-first solutions and Salesforce guidelines.
• Contribute to roadmap planning, prioritization discussions, and release management.
• Partner with Data, Technology, Reporting, Integration, and Salesforce delivery teams on solution development and implementation.
• Help improve Salesforce data quality, completeness, ownership, and usability.
• Coordinate testing and validation for Salesforce integrations, reporting, and downstream systems.
• Help identify and resolve business process, data, and system issues, ensuring solutions align with data, security, and technology standards.
• Support user acceptance testing, training, communications, and change management.
• Gather user feedback and recommend improvements to adoption and user satisfaction.
• Track platform usage, business workflows, and data quality indicators.
• Assist with production support, issue triage, and resolution of business-related Salesforce concerns.
• Contribute to ongoing process optimization and Salesforce platform improvements.

Benefits

• Discretionary annual bonus based on individual and overall firm performance.
• Potential participation in long-term reward programs, typically for more senior-level roles.
• Retirement contributions.
• Health insurance.
• Income protection.
• Paid time off and leave benefits.
• Well-being programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level