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Position Summary
The Salesforce Product Owner & Administrator oversees the roadmap, enhancements, and operational management of the firm’s Salesforce platform and related enterprise applications. This role is responsible for ensuring the platform effectively supports end-to-end business processes across the firm.
This role will collaborate closely with senior leadership, finance, operations, sales, and external development partners to optimize processes, enhance user experience, and enable data-driven decisions across the organization.
This role requires regular interface with all levels of a professional service organization.
Responsibilities
Product Ownership
- Own the Salesforce product roadmap and prioritized enhancement backlog
- Manage and prioritize the product backlog, balancing business value, technical complexity, and organizational needs
- Facilitate backlog grooming, prioritization, and release planning using Agile methodologies
- Lead an enterprise applications Steering Committee to review priorities, guide governance, and align platform enhancements with the firm’s objectives
- Ensure the platform effectively supports integrated processes spanning sales, operations, project delivery, and finance
- Continuously evaluate new Salesforce capabilities, industry trends, and best practices to recommend strategic platform improvements
Administration
- Manage day-to-day Salesforce administration, including users, permissions, security, and data integrity
- Build and maintain scalable configuration such as flows, validation rules, custom objects, and Lightning features
- Ensure proper documentation, testing, and change management for all platform updates
- Maintain platform documentation, release notes, and configuration standards
Business Analysis & User Support
- Partner with business stakeholders to translate needs into clear requirements, user stories, and process improvements
- Lead process mapping and optimization efforts, identifying automation and efficiency opportunities across the business
- Partner with teams across sales, operations, and finance to design and support end-to-end workflows within Salesforce and related applications
- Provide training, troubleshooting, and support to enhance user adoption and platform effectiveness
- Support reporting and dashboard needs, ensuring data accuracy and usability
Vendor Management
- Coordinate and manage external developers and contractors
- Define scopes of work, manage timelines, and ensure high-quality delivery aligned with platform standards
- Review contractor-delivered configurations or code prior to deployment
- Serve as the main point of contact for Salesforce support and third-party vendors
