CRM Associate Product Owner

Location: On site in Houston, TX
Summary
The CRM Associate Product Owner is a member of the Marketing and CX organization, reporting to the VP, Director of CRM Enablement. Work alongside the Lead Product Manager to help define the product vision, roadmap, and key growth opportunities. Provide front line support to educate stakeholders, gather requirements and translate them into clear, actionable tasks. Support Agile teams in sprint planning, backlog refinement, and product delivery while helping to ensure that products are delivered on time, on scope, and aligned with our strategic goals.

Responsibilities:

• Facilitate workshops and requirement elicitation sessions to align cross-functional stakeholders on product enhancements.
• Feature Development: Translate business requirements into user stories for the development team and oversee the development and implementation of new features. Must be well versed in writing a Product Brief with business value realization.
• Lead grooming sessions and sprint planning, ensuring delivery readiness and prioritization aligned with business goals.
• Create UAT test scripts and lead UAT scenarios with business users during sprint cycles.
• Functional Demo: Ability to demonstrate functional delivery to business proponents.
• Quality Assurance: Ensure that all Salesforce implementations meet quality standards, are tested thoroughly, and are delivered on time.
• Construct & Manage Release communication and scope adjustments across product and development teams
• User Training: Coordinate and provide training to users on new features and functionalities within Salesforce.
• User Support: Provide end user support and education for any issues that arise, be on point to drive resolution and function as an escalation point.

Important Knowledge and Skills:

• – Salesforce CRM (Sales / Service Clouds, Marketing Cloud) – certified Admin and/or Product Owner preferred
• nCino Origination and Docusign understanding critical to successful candidate
• Data Platforms: Salesforce Data Cloud, D&B Hoovers, RevUp ABX
• Project management: traditional and agile methodologies such as Waterfall, Kanban, Scrum
• Banking and Financial Services: Domain knowledge related to consumer and commercial banking, customer journeys, customer experience (CX)
• Compliance: abreast of financial services regulations, privacy and consent requirements (CCPA, GDPR, etc)
• Demonstrated critical thinking skills, ability to accurately analyze information and make sound decisions
• Demonstrated ability to take initiative and accountability for achieving results
• Ability to translate from business language, to technology and back for seamless understanding between groups
• Is collaborative and has strong customer experience mindset
• Comfortable working in an agile setting where clear definitions may not exist

Required Qualifications:

• Bachelor's Degree in MIS, Marketing, Computer Science or a related field or an equivalent combination of education, training, and experience
• Minimum 3-5 years of demonstrated experience
• Banking / financial services experience, B2B experience is a must

Benefit Highlights

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More --

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