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About the Role

Serves as the Product Owner for Salesforce CRM capabilities, with primary responsibility for Experienced Advisor Recruiting (EAR) and support for additional business lines across the CRM platform. Partners with business line leaders and Technology teams to define, prioritize, and deliver enhancements across Salesforce and related platform integrations. Responsible for translating business needs into requirements and user stories, driving execution through the development lifecycle, and developing and managing a product roadmap. Acts as a trusted advisor and subject matter expert, ensuring technology solutions improve business outcomes and user experience.

Responsibilities

Coordinate the prioritization and delivery of CRM enhancements supporting EAR as the primary business partner while contributing across the broader CRM platform.
Partner with business and technology stakeholders to translate business needs into requirements, user stories, and acceptance criteria, maintain a prioritized product backlog, and guide delivery of solutions that improve business outcomes and user experience.
Participate in Agile delivery activities and make prioritization decisions regarding scope, risks, dependencies, and implementation impacts.
Lead roadmap planning, solution design, and delivery activities for CRM capabilities supporting EAR and other business partners.
Evaluate enhancement requests, business opportunities, and platform capabilities, provide subject matter expertise on business requirements and solution options, and partner with cross-functional teams to deliver enhancements aligned with business and platform priorities.
Gather and analyze feedback from business users, support cases, and production issues to identify opportunities for platform enhancements and process improvements.
Monitor adoption and user satisfaction to assess solution performance and inform prioritization decisions.
Support user acceptance testing, validate requirements, and recommend improvements that enhance business outcomes and user experience.
Coordinate resolution of production issues, including impact assessment, prioritization, stakeholder communication, and validation of fixes.
Develop and maintain effective partnerships with business stakeholders, technology teams, vendors, and end users to support the successful delivery and adoption of Field Leader CRM capabilities.
Coordinate communication, release readiness, and change management activities to ensure solutions are understood, adopted, and delivered with minimal business disruption.

Requirements

3+ years of experience in product management, product ownership, business analysis, or a related technology role.
Experience supporting Salesforce Sales Cloud solutions, including requirements management, backlog prioritization, testing, and release delivery.
Proven success delivering technology enhancements that improve business processes, user experience, and measurable business outcomes.
Demonstrated ability to translate complex business needs into requirements, user stories, and actionable delivery plans.
Experience working in Agile environments, including backlog management, sprint planning, backlog refinement, user acceptance testing, and release activities.
Strong analytical, problem-solving, and decision-making skills with the ability to evaluate risks, dependencies, tradeoffs, and implementation impacts.
Demonstrated ability to build effective partnerships with business stakeholders, technology teams, vendors, and cross-functional delivery teams.
Excellent verbal and written communication skills with the ability to influence decisions and communicate effectively across all levels of the organization.

Skills

Salesforce CRM
Salesforce Sales Cloud
Product Management
Product Ownership
Business Analysis
Agile Methodologies
Requirements Management
Backlog Prioritization
User Story Creation
Roadmap Development
Stakeholder Engagement
Subject Matter Expertise
User Acceptance Testing
Problem-Solving
Communication

Work Type

Full time

Experience Level

3+ years of experience

Salary/Compensations

$105,000 - $130,000 / year

Benefits

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance

About the Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients.
We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Equal Opportunity

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.