Sales Enablement Product Owner

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

Job summary

Atlas Search is seeking a Sales Enablement Product Owner to own CRM and sales enablement tooling. You will partner with sales and fundraising teams, translate business needs into user stories, manage the backlog, and shape end-to-end deal workflows within a hybrid work model.

The role focuses on improving investor engagement, enabling efficient selling, and delivering UAT-driven releases for a 12-month contract-to-hire engagement.

Qualifications

• Hands-on CRM experience required.
• CRM platforms include Microsoft Dynamics or Salesforce.
• Understanding of fundraising and deal lifecycle for asset management.
• Strong business analysis and backlog-management skills.
• Proven track record in product ownership.

Responsibilities

• Partner with sales and fundraising teams to capture business needs and write user stories with clear acceptance criteria.
• Shape how the CRM tracks a deal from first touch to close so pipeline data reflects real movement.
• Run the backlog for CRM and enablement tools, prioritising by business value over effort.
• Map current fundraising, pipeline and investor workflows and design better future-state processes.
• Translate between CRM developers/administrators and business users to ensure alignment.
• Plan and run UAT for each release to verify features meet requirements.
• Connect investor-facing tooling and deal pipelines to CRM and daily sales work.
• Write user guides, release notes and training to drive adoption and cross-functional tool usage.

Skills

CRM experience

Product ownership

Backlog management

User stories

Business analysis

Tools

Microsoft Dynamics

Salesforce

Job description

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.

Responsibilities

• Partner with sales and fundraising teams to capture their business needs, and write them up as user stories, each with well-defined acceptance criteria.
• Shape how the CRM follows a deal from first touch to close, so pipeline data matches how deals really move.
• Run the backlog for the CRM and sales enablement tools, ranking work by value to the business versus effort to deliver.
• 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.
• Translate between the CRM’s developers and administrators and the business people who use it.
• Plan and run UAT for each release to confirm delivered features meet requirements.
• Help connect investor-facing tools, including deal pipelines, to the CRM and to everyday sales work.
• 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.

Requirements

• 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.
• Required: hands-on CRM experience. Microsoft Dynamics is preferred; Salesforce or a comparable CRM is also considered.
• An understanding of the fundraising and deal lifecycle for alternative or private investments, and of the workflows behind sales enablement.
• A solid grounding in business analysis and product ownership: testing, user stories, backlog management and requirements gathering.
• A top-performing track record.

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