Salesforce Platform & Product Owner

Prospera Market Strategies; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Prospera Market Strategies seeks a hands-on Salesforce Platform Lead to own strategy, architecture, and governance of a scalable Salesforce ecosystem. You will drive modernization, workflow automation, and secure data management across Sales Cloud, referrals, and partner programs, aligning with growth objectives.

The role emphasizes collaboration with sales, operations, technology, and executives, with a focus on adoption and measurable improvements in efficiency and customer experience.

Qualifications

• 5+ years of experience in Salesforce administration, platform ownership, business systems management, product ownership, or related role.
• Proven experience owning or leading a Salesforce platform within a growing organization.
• Deep understanding of Salesforce architecture, data modeling, security, object design, automation, reporting, and platform governance.
• Strong experience designing and implementing flows, security models, integrations, and scalable platform solutions.
• Demonstrated success modernizing, stabilizing, transforming a legacy Salesforce environment.
• Experience building platform roadmaps and prioritizing work based on business value, risk, and operational impact.

Responsibilities

• Own the Salesforce platform strategy, roadmap, and lifecycle, ensuring investments align with business goals and future growth requirements.
• Serve as the primary steward of the Salesforce ecosystem, including Sales Cloud, partner and referral management capabilities, reporting, automation, integrations, and future platform enhancements.
• Redesign and optimize the Salesforce data model, architecture, objects, relationships, and metadata to support scalability and maintainability.
• Modernize workflows, automations, and business processes to improve efficiency, reduce manual effort, and enhance user experience.
• Establish platform governance, including change management, release management, documentation standards, and development lifecycle practices.
• Define and maintain platform health metrics, adoption metrics, data quality standards, and operational performance measures.
• Drive AI-readiness across the platform by improving data quality, process standardization, and integration capabilities while evaluating emerging Salesforce AI capabilities.
• Ensure Salesforce integrates effectively with workflow systems, financial platforms, reporting solutions, and the enterprise data platform.
• Implement and maintain a secure, compliant security model including roles, permissions, profiles, sharing rules, and audit controls.
• Identify and remediate technical debt, including legacy configurations, unused customizations, inefficient automations, and outdated managed packages.
• Partner with business leaders to prioritize enhancement opportunities and translate strategic objectives into platform capabilities.
• Manage relationships with Salesforce partners, consultants, and third-party vendors to ensure quality delivery and alignment with company objectives.
• Drive user adoption through training, communication, process design, and continuous improvement initiatives.

Skills

Salesforce administration

Platform ownership

Business systems management

Product ownership

Salesforce architecture

Data modeling

Automation design

Integrations

Release management

Platform governance

Analytical/problem solving

Vendor management

Strategic planning

Change management

Job description

You will own the strategy, stability, and evolution of our Salesforce ecosystem, the platform that powers pipeline management, referral generation, partner engagement, and post-settlement intelligence. In this role, you will directly influence revenue growth, operational efficiency, and customer experience across the organization.

This is a newly created role requiring a hands-on leader who is comfortable building and scaling a modern, AI-ready Salesforce platform from the ground up. You will establish the architecture, governance, operating processes, and delivery practices needed to ensure the platform is secure, scalable, reliable, and effectively managed over time.

This is a unique opportunity to shape a mission-critical business platform within a fast-growing financial services company, driving both near-term business outcomes and long-term digital transformation.

What Makes Someone Successful in This Role

• You are energized by creating and transforming capabilities, not simply maintaining existing systems.
• You continuously identify opportunities to eliminate manual work, streamline workflows, and improve the end-user experience.
• You use metrics, user feedback, and operational insights to prioritize investments and measure success.
• You can effectively partner with sales, operations, technology, compliance, and executive leadership to align priorities and expectations.
• You are comfortable leading organizational change, driving adoption, and helping teams embrace new ways of working.
• You can operate independently, make informed decisions, and move initiatives forward in a fast-paced, growing organization.

Key responsibilities

• Own the Salesforce platform strategy, roadmap, and lifecycle, ensuring investments align with business goals and future growth requirements.
• Serve as the primary steward of the Salesforce ecosystem, including Sales Cloud, partner and referral management capabilities, reporting, automation, integrations, and future platform enhancements.
• Redesign and optimize the Salesforce data model, architecture, objects, relationships, and metadata to support scalability and maintainability.
• Modernize workflows, automations, and business processes to improve efficiency, reduce manual effort, and enhance user experience.
• Establish platform governance, including change management, release management, documentation standards, and development lifecycle practices.
• Define and maintain platform health metrics, adoption metrics, data quality standards, and operational performance measures.
• Drive AI-readiness across the platform by improving data quality, process standardization, and integration capabilities while evaluating emerging Salesforce AI capabilities.
• Ensure Salesforce integrates effectively with workflow systems, financial platforms, reporting solutions, and the enterprise data platform.
• Implement and maintain a secure, compliant security model including roles, permissions, profiles, sharing rules, and audit controls.
• Identify and remediate technical debt, including legacy configurations, unused customizations, inefficient automations, and outdated managed packages.
• Partner with business leaders to prioritize enhancement opportunities and translate strategic objectives into platform capabilities.
• Manage relationships with Salesforce partners, consultants, and third-party vendors to ensure quality delivery and alignment with company objectives.
• Drive user adoption through training, communication, process design, and continuous improvement initiatives.

Key skills/experience required

• 5+ years of experience in Salesforce administration, platform ownership, business systems management, product ownership, or a related role.
• Proven experience owning or leading a Salesforce platform within a growing organization.
• Deep understanding of Salesforce architecture, data modeling, security, object design, automation, reporting, and platform governance.
• Strong experience designing and implementing flows, security models, integrations, and scalable platform solutions.
• Demonstrated success modernizing, stabilizing, transforming a legacy Salesforce environment.
• Experience building platform roadmaps and prioritizing work based on business value, risk, and operational impact.
• Strong understanding of system integration concepts, APIs, middleware, and data synchronization patterns.
• Experience implementing structured release management, change management, and platform governance processes.
• Strong analytical and problem-solving skills with the ability to identify root causes and drive sustainable solutions.
• Experience working with third-party implementation partners, managed service providers, and software vendors.
• Ability to balance strategic planning with hands-on execution in a fast-moving environment.

Work environment

• Full-time, onsite position based in Austin, Texas.
• Must be available to work flexible hours as needed based on business needs.
• Regularly communicates both verbally and in writing.
• Sitting for extended periods of time.
• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other computer components.
• Physical effort and activities include: Light physical effort is required by handling objects up to 20 pounds occasionally and/or up to 10 pounds frequently.