Remote
US or Canada
THE OPPORTUNITY
In this role, you will shape and deliver Salesforce capabilities across Sales/Financial Services Cloud and Marketing Cloud, driving adoption, platform governance, and business value.
You will act as a bridge between business and technology, ensuring Salesforce is leveraged to improve client engagement, streamline sales and marketing processes, and enable data-driven decision-making.
THE TEAM
Client Experience team is building a Salesforce Center of Excellence (CoE) to standardize, scale, and innovate Salesforce across the firm. This team works closely with architects, administrators, developers, and business stakeholders to deliver impactful Salesforce solutions.
As a Product Owner, you will help guide Salesforce delivery, strengthen adoption, and ensure alignment with global business objectives.
RESPONSIBILITIES
Platform Ownership & Delivery
- Own and manage Salesforce Sales/Financial Services Cloud and Marketing Cloud solutions for customer s Client Experience team.
- Translate business requirements into scalable Salesforce solutions, balancing usability and compliance.
- Oversee integrations with customer portal, enterprise systems, and data platforms.
- Ensure data quality, reporting integrity, and adoption of Salesforce features.
Business Engagement & Strategy
- Partner with business leaders in sales, client services, and marketing to define Salesforce roadmaps.
- Champion Salesforce adoption and provide training/enablement support where needed.
- Identify opportunities to use Salesforce Data Cloud, Einstein/AI, and advanced analytics to drive insights.
Governance & Quality
- Uphold Salesforce governance standards, ensuring consistency across regions and teams.
- Participate in release planning, QA, and UAT cycles, ensuring high-quality delivery.
- Proactively monitor platform health and recommend improvements.
Leadership & Collaboration
- Act as a subject matter expert (SME) for Salesforce within the Client Experience team.
- Partner with IT, vendors, and the global CRM team to ensure timely and effective Salesforce enhancements.
- Provide guidance to junior team members, administrators, and business users.
Education
- Bachelor s degree in Business, Information Systems, Computer Science, or related field.
Experience
- 5 8 years of professional experience, with at least 4+ years in Salesforce-focused roles.
- Proven expertise in Sales Cloud or Financial Services Cloud (opportunity management, client onboarding, KYC, sales workflows).
- Experience with Marketing Cloud (journeys, campaigns, automation, reporting).
- Prior exposure to financial services, asset management, or capital markets preferred.
- Experience working with cross-functional teams in a global environment.
Skills
- Strong knowledge of Salesforce configuration, data models, reporting, and integrations.
- Ability to create solutions that balance business needs with platform scalability.
- Strong analytical and problem-solving skills.
- Excellent communication skills, with the ability to engage both technical and non-technical stakeholders.
- Organized, proactive, and able to manage multiple priorities.
Certifications
Thanks,
Deepak Kumar Team Lead Intone 10 Austin Ave, Iselin, New Jersey - 08830 Direct: / Ext. 186
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