Sales Enablement Product Owner

Our client, a global asset manager, is hiring a Sales Enablement Product Owner on a 12-month contract-to-hire basis to own the CRM and sales enablement tools that support its fundraising, sales and investor work.

• 2+ years in one of two settings: advising clients on CRM, pipeline or sales enablement technology in a consulting firm’s advisory practice, or working on sales enablement, pipeline management or fundraising at an asset manager or similar financial firm. Big 4 advisory, asset management or private equity backgrounds are preferred. \n

• Required: hands-on CRM experience. Microsoft Dynamics is preferred; Salesforce or a comparable CRM is also considered.

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• Partner with sales and fundraising teams to capture their business needs, and write them up as user stories, each with well-defined acceptance criteria. \n

• Shape how the CRM follows a deal from first touch to close, so pipeline data matches how deals really move. \n

• Run the backlog for the CRM and sales enablement tools, ranking work by value to the business versus effort to deliver. \n

• Map today’s fundraising, pipeline and investor workflows, find the gaps, and design better future-state processes, including where tooling or process changes would remove friction for users. \n

• Translate between the CRM’s developers and administrators and the business people who use it. \n

• Plan and run UAT for each release to confirm delivered features meet requirements. \n

• Help connect investor-facing tools, including deal pipelines, to the CRM and to everyday sales work. \n

• Write user guides, release notes and training that drive adoption, and work with cross-functional partners on tools that make selling more efficient and improve investor engagement. \n

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\n, * An understanding of the fundraising and deal lifecycle for alternative or private investments, and of the workflows behind sales enablement. \n

• A solid grounding in business analysis and product ownership: testing, user stories, backlog management and requirements gathering. \n

• A top-performing track record. \n

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12-month contract-to-hire, with the intent to convert to full-time. Hybrid. Visa sponsorship is not available.