Director, CRM Product Owner

Responsibilities

• Own and manage the Salesforce CRM Institutional product backlog, including user stories, prioritization, and acceptance criteria
• Translate business requirements into clear, actionable stories for Agile delivery
• Partner with collaborators across IR, Client Service, Operations, Technology, and Data teams
• Drive day-to-day sprint execution and participate in Agile ceremonies
• Support UAT, defect triage, and release readiness
• Communicate progress, risks, and dependencies
• Client Data & Data Platforms
• Define and manage requirements for client data (Institutions/Accounts, Contacts, Investors, Hierarchies & Relationships)
• Partner with data teams to ensure data accuracy, completeness, and governance
• Support integration of Salesforce with data platforms (e.g., MDM, Snowflake, Client Portal & downstream systems)
• Help resolve data quality issues and improve data capture at source
• Data Analytics & Insights
• Support delivery of CRM reporting and dashboards aligned to business needs
• Partner with analytics teams to define KPIs, metrics, and data requirements
• Enable better pipeline visibility, client insights, and performance tracking through CRM data
• Measurable improvements in client data quality and completeness
• Increased reporting accuracy and business insight availability
• Adoption & Continuous Improvement
• Enable user adoption and CRM engagement through training, demos, and iterative improvements
• Find opportunities to improve workflows, usability, and process efficiency
• And other responsibilities as required
• What you bring:
• Experience with Salesforce CRM in financial services (preferred)
• Strong Agile delivery and backlog management experience
• Superb communication and stakeholder-collaboration skills
• Salesforce Administrator certification preferred
• Education Preferred
• Bachelor of Arts (B.A) or Bachelor of Science (B.S) or equivalent experience required
• Master of Science (M.S.), Master of Business Administration (MBA) or equivalent experience would be a plus

Requirements

• 6-10 years of experience in Product Ownership, CRM delivery & Business Analysis
• #LI-Hybrid
• Base Salary Range
• $180,000.00 - $190,000.00

Benefits

Additional Information

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'll 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. This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. We are seeking a Director, CRM Product Owner to support the delivery and enhancement of our Salesforce platform. Ideally, someone experienced in the design, implementation, and delivery of Salesforce, and other related technology platforms, within a Private Markets or Asset Management business. Working closely with the Vice President, Product Manager, CRM Digital Solutions, this role focuses on Product backlog ownership, translating business needs into high-quality CRM solutions that improve user workflows, the integrity of client-data, and adoption. The ideal candidate is someone who has: An expert level understanding of Salesforce data model (Institutions/Accounts, Contacts, Opportunities, Activities) Strong knowledge of client-data models, MDM concepts, and data integrations Keen awareness of data platforms such as Snowflake and end-to-end data flows A deep understanding of release management and environment lifecycles

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