Job Description

Product Owner

Remote, may require some travel to Denver or Austin

Please let me know if you have any candidates for this! I can only consider candidates who have Salesforce Financial Services Cloud.

Product Owner Salesforce Financial Services Cloud

Role Description

The Product Owner will lead integration and data translation efforts within the Salesforce Financial Services Cloud (FSC) modernization initiative for the retail business. This role is central to improving data quality, ensuring integration consistency, and driving clarity across capability owners, engineering, and business teams. The ideal candidate brings strong technical understanding of FSC, hands-on experience defining complex data requirements, and the ability to turn loosely defined business needs into actionable, high-quality deliverables.

Key Responsibilities

• Partner with Salesforce capability owners to define and refine business and technical requirements for FSC features, including client, financial account, and household data structures.
• Translate business goals into prescriptive technical specifications, ensuring integration teams understand the "why" behind each requirement.
• Guide modernization of data flows between legacy platforms (e.g., Cat, O2) and FSC, avoiding replication of outdated processes.
• Drive discussions and facilitate focused "war room" sessions or thematic pods that accelerate progress and prevent redundant meetings.
• Establish repeatable, well-documented processes to support ongoing org migrations, integrations, and future scalability.
• Identify data quality gaps and collaborate with data and engineering teams to create sustainable solutions for data visibility and governance.
• Provide leadership and structure to cross-functional teams, ensuring alignment, accountability, and measurable outcomes.
• Support the definition and execution of work orders in a staggered, deliverable-based model, enabling consistent progress tracking.

Required Experience & Skills

• 6 10 years of experience as a Product Owner or Business Systems Analyst within enterprise CRM or financial services environments.
• Strong knowledge of Salesforce Financial Services Cloud (FSC) architecture, data models, and integration design patterns.
• Demonstrated success defining and delivering integration strategies for complex systems and data sources.
• Proficient in authoring detailed technical documentation, data mapping, and process flows.
• Skilled in stakeholder communication, driving consensus across business and technology teams.
• Strong understanding of Agile/Scrum or SAFe frameworks, with experience leading sprint planning and backlog refinement.
• Ability to challenge assumptions and modernize existing processes while maintaining operational continuity.

Preferred Qualifications

• Background in financial services, wealth management, or customer data platforms.
• Experience supporting or leading Salesforce data migration programs.
• Proven ability to design and implement repeatable integration frameworks and documentation standards.
• Salesforce or Agile certifications (CPO, CSM, or equivalent) are a plus.

Charles Schwab

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