Senior Associate, Salesforce Product Owner, Client Services

HarbourVest Partners (Singapore); Boston (MA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Job summary

HarbourVest Partners is seeking a Sr. Associate, Salesforce Product Owner to join the CRM Product Team and drive Salesforce capabilities for Client Servicing & Experience.

You will translate business processes into Salesforce requirements and scalable solutions working with Data, Technology, Reporting, and Salesforce teams. The ideal candidate brings substantial experience in Private Equity, Asset Management, or Financial Services and a passion for improving user interactions and Salesforce

Qualifications

• 4-7 years of experience in Product Ownership, Business Analysis, CRM delivery, Client Service, or related roles.
• Experience in Private Equity, Private Markets, Asset Management, Investment Management, or Financial Services is preferred.
• Knowledge of institutional client servicing, investor relations, client onboarding, or client lifecycle processes.
• Experience gathering requirements, managing backlogs, writing user stories, and supporting Agile delivery teams.

Responsibilities

• Support Salesforce product roadmap, backlog oversight, and delivery of business capabilities for Client Servicing & Experience.
• Gather, document, and refine business requirements, user stories, acceptance criteria, and process improvements.
• Partner with business collaborators to prioritize improvements based on business value and user needs.
• Participate in sprint planning, backlog grooming, testing, release activities, and post-release support.
• Balance short-term priorities with long-term platform scalability and guidelines.
• Communicate project updates, timelines, risks, and business impacts to key collaborators.

Skills

Product Ownership

Business Analysis

CRM delivery

Agile delivery

Job description

Job Description Summary

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.

In our collegial environment that’s marked by low turnover and high energy, you will be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.

We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

HarbourVest is an equal opportunity employer.

The Sr. Associate, Salesforce Product Owner will join the CRM Product Team and support the delivery, improvement, and adoption of Salesforce capabilities for Client Servicing & Experience.

This position involves close collaboration with Client Servicing & Experience business teams to learn about business processes, user needs, and operational challenges. These insights will be transformed into Salesforce requirements and scalable solutions. The Sr. Associate Product Owner will collaborate with Data, Technology, Reporting, Architecture, and Salesforce Product teams to help implement the Salesforce roadmap for institutional and wealth client servicing functions.

The ideal candidate offers substantial experience in Private Equity, Asset Management, or Financial Services, along with a dedication to resolving business issues, improving user interactions, and encouraging Salesforce adoption.

Key Responsibilities

Product Ownership & Delivery

• Support the Salesforce product roadmap, backlog oversight, and delivery of business capabilities for Client Servicing & Experience.
• Gather, document, and refine business requirements, user stories, acceptance criteria, and process improvements.
• Partner with business collaborators to prioritize improvements based on business value and user needs.
• Participate in sprint planning, backlog grooming, testing, release activities, and post-release support.
• Help balance short-term business priorities with long-term platform scalability and guidelines.

Business Partnership

• Serve as a trusted partner to Client Servicing & Experience teams by building positive relationships with business users and collaborators.
• Develop an understanding of the client and investor journey across institutional and wealth channels.
• Find opportunities to improve client experience, workflows, productivity, data quality, and operational efficiency.
• Work with collaborators to ensure requirements align with desired business outcomes and user needs.
• Communicate project updates, timelines, risks, and business impacts to key collaborators.

Salesforce Platform & Process Excellence

• Support alignment with Salesforce governance, architecture standards, and enterprise CRM strategy.
• Work together with Salesforce Product Owners and business teams to pinpoint cross-functional dependencies and reusable capabilities.
• Encourage uniform business processes, user experiences, and data standards throughout Salesforce.
• Advocate for a configuration-first approach and adoption of Salesforce guidelines.
• Contribute to roadmap planning, prioritization discussions, and release management activities.

Data & Cross-Functional Collaboration

• Partner with Data, Technology, Reporting, Integration, and Salesforce delivery teams to support solution development and implementation.
• Help improve data quality, completeness, ownership, and usability within Salesforce.
• Coordinate testing and validation efforts for Salesforce integrations, reporting, and downstream systems.
• Assist in identifying and resolving business process, data, and system issues.
• Ensure solutions align with data, security, and technology standards.

User Adoption & Continuous Improvement

• Support user acceptance testing, training activities, communications, and change management efforts.
• Gather user feedback and recommend improvements to improve adoption and user happiness.
• Track platform usage, business workflows, and data quality indicators.
• Assist with production support, issue triage, and resolution of business-related Salesforce concerns.
• Contribute to ongoing process optimization and Salesforce platform improvements.

Qualifications

• 4-7 years of experience in Product Ownership, Business Analysis, CRM delivery, Client Service, Client Experience, or related business technology roles.
• Experience in Private Equity, Private Markets, Asset Management, Investment Management, or Financial Services is preferred.
• Knowledge of institutional client servicing, investor relations, client onboarding, or client lifecycle processes.
• Experience gathering requirements, managing backlogs, writing user stories, and supporting Agile delivery teams.
• Ability to colla