Senior Associate, Salesforce Product Owner, Client Services

HarbourVest Partners • Boston, MA

4d • $130,000 - $150,000 • Hybrid

About The Position

The Senior Associate, Salesforce Product Owner will join HarbourVest’s CRM Product Team and support the delivery, improvement, and adoption of Salesforce capabilities for Client Servicing & Experience. The role works closely with business teams to understand their processes, user needs, and operational challenges, then translate those insights into Salesforce requirements and scalable 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 emphasizes product delivery, business partnership, Salesforce platform and process excellence, cross-functional data collaboration, user adoption, and continuous improvement. It is intended for someone with relevant experience in product ownership, business analysis, CRM delivery, client service, client experience, or related business technology roles, and with a commitment to resolving business issues, improving user interactions, and encouraging Salesforce adoption.

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 Administrator, Business Analyst, or Financial Services Cloud certification.

Responsibilities

• Support the Salesforce product roadmap, backlog oversight, and delivery of 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 based on 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 business users and collaborators, serving as a trusted partner.
• Develop an understanding of the client and investor journey across institutional and wealth channels.
• Identify opportunities to improve client experience, workflows, productivity, data quality, and operational efficiency.
• Ensure requirements align with desired business outcomes and user needs.
• 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 throughout Salesforce.
• Advocate for a configuration-first approach and Salesforce guidelines.
• Contribute to roadmap planning, prioritization discussions, and release management activities.
• Partner with Data, Technology, Reporting, Integration, and Salesforce delivery teams to support solution development and implementation.
• Help improve Salesforce data quality, completeness, ownership, and usability.
• Coordinate testing and validation for Salesforce integrations, reporting, and downstream systems.
• Assist in identifying and resolving business process, data, and system issues.
• Ensure solutions align with data, security, and technology standards.
• Support user acceptance testing, training, communications, and change management efforts.
• Gather user feedback and recommend improvements to platform adoption and user experience.
• 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