CRM Product Owner: Sales & Fundraising Enablement

Atlas Search; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

Atlas Search, a NYC-based investment management firm, seeks a Product Owner for CRM and related tools used by sales and fundraising teams. You will own backlog prioritization, write user stories with acceptance criteria, and map end-to-end deal and fundraising workflows.

You will collaborate with sales, fundraising, and engineering to ensure accurate pipeline reporting, lead UAT, and produce training materials to drive adoption of new features.

Qualifications

• 2+ years in advisory consulting or financial services supporting CRM, pipeline, or fundraising, preferably in asset management.

Responsibilities

• Manage and rank the CRM backlog and related sales tools, balancing business value and effort.
• Meet with sales and fundraising users to write user stories with defined acceptance criteria.
• Map fundraising, investor and deal pipelines; identify gaps and design improved workflows.
• Define how opportunities are tracked in the CRM from first touch to closed deal; align pipeline reporting.
• Bridge end users with engineering and admin staff who build and support the platform.
• Plan and lead user acceptance testing ahead of releases.
• Create training materials, user guides, and release notes to drive adoption.
• Help bring deal pipeline and investor-facing apps into the CRM and daily sales routines.

Skills

CRM backlog management

User story writing

Backlog prioritization

Stakeholder liaison

UAT planning

Tools

Salesforce

Job description

Atlas Search, a NYC-based investment management firm, seeks a Product Owner for CRM and related tools used by sales and fundraising teams. You will own backlog prioritization, write user stories with acceptance criteria, and map end-to-end deal and fundraising workflows.

You will collaborate with sales, fundraising, and engineering to ensure accurate pipeline reporting, lead UAT, and produce training materials to drive adoption of new features.