CRM Product Owner (Salesforce) - Richardson ( Texas )

This Product Owner sits at the center of strategy and execution for CRM products, translating Product Manager roadmaps into sprint-level delivery. The role owns end-to-end process delivery across multiple concurrent engagements, manages day-to-day relationships with business and technology partners, mentors Product Leads, and ensures each sprint delivers measurable, high-quality CRM outcomes aligned to the enterprise CRM strategy., * Product Strategy & Roadmap: Understand and execute against the defined CRM product strategy; support roadmap development with analysis and sizing; maintain sprint-level roadmap and alignment to domain strategy; prioritize backlog items within approved guardrails.

• Backlog Management & Requirements: Own and maintain a healthy, well-prioritized product backlog; write detailed requirements, user stories, and acceptance criteria; partner with Product Leads to author and refine stories ahead of sprint planning; ensure backlog items reflect business needs, technical constraints, and compliance requirements.
• Delivery Accountability: Serve as accountable owner for sprint-level delivery outcomes and quality across multiple product engagements; manage risks, issues, and dependencies; produce sprint and delivery-level reporting, metrics, and insights for stakeholders.
• Stakeholder & Partner Management: Manage day-to-day relationships with business and technology partners; act as primary point of contact for requirement clarifications and delivery updates; coordinate UAT activities, training, and change adoption with operational SMEs and impacted teams.
• Data, Platform & Compliance Standards: Enforce data and platform standards in sprint delivery; analyze data quality gaps and escalate findings; embed risk controls and compliance requirements into user stories and acceptance criteria; ensure adherence to enterprise architecture and governance standards.
• People & Team Leadership: Mentor and coach Product Leads in requirements writing, backlog hygiene, and delivery execution; provide technical and process guidance; foster a culture of accountability, continuous improvement, and learning.

• 5+ years in product management, business analysis, delivery management, or related product/technology roles.
• Bachelor’s degree in Business, Technology, Finance, or equivalent experience.
• Demonstrated experience with CRM systems; Salesforce experience is required.
• Proven track record of owning and delivering against a product backlog in an Agile/Scrum environment.
• Experience managing stakeholder relationships across business and technology teams.
• Strong requirements-writing skills; ability to produce clear, testable user stories and acceptance criteria.
• Working knowledge of data structures, platform integrations, and system architecture concepts.
• Analytical mindset with the ability to interpret delivery metrics and recommend process improvements.
• Excellent verbal and written communication skills for both technical and non-technical audiences.
• Ability to manage multiple priorities and concurrent engagements in a fast-paced environment.
• Familiarity with risk, controls, and compliance requirements in regulated banking or financial services environments.

Nice to Have

• Experience with Salesforce Financial Services Cloud (FSC), including person accounts, financial accounts, and household structures.
• Understanding of FSC features such as Action Plans, Referrals, and Relationship Groups for banking workflows.
• Prior experience in financial services (banking, wealth management, capital markets, or insurance).
• Familiarity with financial services regulatory requirements (e.g., BSA/AML, KYC, Reg E) and translating them into product/data controls.
• Experience delivering CRM features supporting relationship banking, commercial lending, treasury, or wealth management.
• Exposure to Salesforce platform governance: permission sets, profiles, data access, sandboxes, deployments, or CI/CD pipelines.
• Experience coaching or mentoring junior product team members.

Salesforce certifications such as Salesforce Certified Administrator, Platform App Builder, or Business Analyst are preferred.