Fanning Personnel
Salesforce Product Owner
Fanning Personnel, Boston, Massachusetts, us, 02298
Job Responsibilities:
Partner with Salesforce IT team & key business stakeholders to manage and prioritize the backlog of requested enhancements. Act as liaison with key stakeholders across IR, Client Experience, Compliance, and Marketing to ensure Salesforce is meeting the needs of the business. Support the design and implementation of new Salesforce functionality and business processes; lead testing and training of new features, as necessary. Document firm fundraising processes and Salesforce.com best practices; provide training to new users and ongoing training as necessary. Act as Salesforce SME on relevant cross-functional projects related to Commercial & Marketing Operations or Client Experience, as necessary. Support the ongoing management of the Salesforce.com and CRMA product roadmap (alongside Salesforce IT team and VP, Commercial Operations). Enhance Salesforce data quality by creating/monitoring data quality dashboards and partnering with business stakeholders to address data quality issues. Monitor key integrations and ensure errors are identified and fixed in a timely manner. Support historical data cleanup efforts to improve overall accuracy and reliability of IR and Client Experience data. Complete other ad hoc projects and initiatives, as necessary. Qualifications:
Extensive experience with Salesforce.com CRM platform; familiarity with CRM Analytics, Marketo, Seismic, and other relevant commercial applications is a plus. Strong communicator, in both written and verbal form. Driven self-starter with a bias for action and desire to continuously improve upon the status quo. Team player who enjoys collaboration and working cross-functionally to drive change. Avid learner who desires to continuously grow and develop. Problem solver who enjoys bringing abstract concepts into reality. Experience with MS Excel (lookups, pivot tables) and PowerPoint. 2-4 years of experience. Required Years of Experience:
2 Additional Info:
For more information contact Lindsay at
lindsay@fanning-boston.com .
#J-18808-Ljbffr
Partner with Salesforce IT team & key business stakeholders to manage and prioritize the backlog of requested enhancements. Act as liaison with key stakeholders across IR, Client Experience, Compliance, and Marketing to ensure Salesforce is meeting the needs of the business. Support the design and implementation of new Salesforce functionality and business processes; lead testing and training of new features, as necessary. Document firm fundraising processes and Salesforce.com best practices; provide training to new users and ongoing training as necessary. Act as Salesforce SME on relevant cross-functional projects related to Commercial & Marketing Operations or Client Experience, as necessary. Support the ongoing management of the Salesforce.com and CRMA product roadmap (alongside Salesforce IT team and VP, Commercial Operations). Enhance Salesforce data quality by creating/monitoring data quality dashboards and partnering with business stakeholders to address data quality issues. Monitor key integrations and ensure errors are identified and fixed in a timely manner. Support historical data cleanup efforts to improve overall accuracy and reliability of IR and Client Experience data. Complete other ad hoc projects and initiatives, as necessary. Qualifications:
Extensive experience with Salesforce.com CRM platform; familiarity with CRM Analytics, Marketo, Seismic, and other relevant commercial applications is a plus. Strong communicator, in both written and verbal form. Driven self-starter with a bias for action and desire to continuously improve upon the status quo. Team player who enjoys collaboration and working cross-functionally to drive change. Avid learner who desires to continuously grow and develop. Problem solver who enjoys bringing abstract concepts into reality. Experience with MS Excel (lookups, pivot tables) and PowerPoint. 2-4 years of experience. Required Years of Experience:
2 Additional Info:
For more information contact Lindsay at
lindsay@fanning-boston.com .
#J-18808-Ljbffr