Senior Salesforce Product Owner for Client Experience

HarbourVest Partners; Boston (MA); On-site; USD 130,000 - 150,000; Full time

Job summary

HarbourVest Partners in Boston is seeking a Sr. Associate, Salesforce Product Owner to drive delivery of Salesforce capabilities for Client Servicing & Experience.

You will collaborate with Data, Technology, Reporting, Architecture, and Salesforce teams to translate business needs into scalable solutions. The ideal candidate will have 4-7 years in product ownership, CRM delivery, or related roles, with knowledge of private markets or financial services.

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 collaborate effectively with business and technology collaborators across multiple functions.
• Strong analytical, problem-solving, communication, and coordination skills.
• Experience with Salesforce Sales Cloud and/or Financial Services Cloud is preferred.
• Salesforce certifications (Administrator, Business Analyst, or Financial Services Cloud) are advantageous.
• Bachelor's degree or equivalent experience combined with education.

Responsibilities

• 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.
• Communicate project updates, timelines, risks, and business impacts to key collaborators.
• Contribute to roadmap planning, prioritization discussions, and release management activities.

Skills

Product Ownership

Business Analysis

CRM

Client Service

Client Experience

Agile delivery

Stakeholder collaboration

Education

Bachelor's degree or equivalent experience

Tools

Salesforce Sales Cloud

Salesforce Financial Services Cloud

Salesforce Certifications

Job description

HarbourVest Partners in Boston is seeking a Sr. Associate, Salesforce Product Owner to drive delivery of Salesforce capabilities for Client Servicing & Experience.

You will collaborate with Data, Technology, Reporting, Architecture, and Salesforce teams to translate business needs into scalable solutions. The ideal candidate will have 4-7 years in product ownership, CRM delivery, or related roles, with knowledge of private markets or financial services.