Business Product Owner - Salesforce

Position Summary:

The Business Product Owner - Salesforce & related sales technology ecosystem is a strategic business leader responsible for translating the bank's enterprise sales process into scalable, intuitive Salesforce functionality. This role ensures the CRM ecosystem supports how bankers' prospect, engage, deepen, nurture and retain customer relationships-transforming business needs into actionable technology requirements.

This individual will lead the ongoing evolution of Salesforce (Financial Services Cloud) and integrated sales tools such as RelPro, Sales Navigator, Vertical IQ, PrecisionLender and marketing platforms. Working across Sales Enablement, frontline leadership, and technology teams, this role ensures Salesforce enables the full customer lifecycle-from lead generation to onboarding to cross-sell-while delivering data consistency, productivity gains, and actionable insights.

Key Responsibilities:

Sales Process Translation & Platform Alignment

• Serve as the voice of the business in Salesforce development by understanding, documenting, and translating the bank's end-to-end sales process into platform workflows, page layouts, and automation.
• Partner with Market Leaders to define system behaviors that support relationship-based selling, prospect tracking, lead management, pipeline stages, and referral flows.
• Map business sales journeys (Commercial, Business, and Retail Banking) into usable CRM components that align with banker workflows and enterprise goals.
• Collaborate with the nCino/lending business product owners to drive consistent and intuitive process and data flows

Product Ownership & Ecosystem Leadership

• Define the vision, roadmap, and feature backlog for Salesforce and integrated tools, prioritizing enhancements that drive adoption, improve the banker experience, and support revenue growth.
• Lead cross-functional planning sessions and sprint reviews with Salesforce admins, developers, and solution architects to ensure delivery meets business needs.
• Own/collaborate on business relationship with ecosystem tools:
  • Salesforce as our CRM and includes primarily Financial Services Cloud and Mulesoft and other related systems
  • RelPro for relationship intelligence
  • LinkedIn Sales Navigator for prospecting
  • Vertical IQ / IBISWorld for industry insights
  • Marketing Cloud or lead campaign tools
  • PrecisionLender for integration of loan pricing and loan and deposit rates sheets
  • Any additional banker-facing productivity platforms

Field Engagement & Training Collaboration

• Work closely with front-line bankers, sales managers, and market presidents to gather feedback and understand pain points in current workflows and CRM usage.
• Partner with Change Management and Training teams to support go-to-market planning, communications, training content, and adoption strategies for platform enhancements.
• Monitor and improve Salesforce usability across roles, regions, and teams to ensure alignment with the enterprise sales process.

Data Integrity, Reporting & Governance

• Define and uphold business rules for CRM data, including lead/account deduplication, relationship hierarchies, and field requirements that support reporting and automation.
• Partner with Data Analytics to ensure that dashboards, KPIs, and sales reporting align with pipeline stages, sales performance, and revenue attribution.
• Participate in system governance and compliance oversight to ensure scalable, secure, and enterprise-aligned CRM development.

Qualifications:

• 7+ years of experience in sales process design, CRM product ownership, or enterprise sales operations-ideally within commercial or business banking.
• Proven ability to translate business sales processes into scalable Salesforce workflows and functionality.
• Strong working knowledge of Salesforce Financial Services Cloud, including lead management, opportunity tracking, referrals, reporting dashboards householding and role based access control.
• Familiarity with tools such as RelPro, Sales Navigator, Vertical IQ, PrecisionLender and marketing automation systems.
• Agile/Scrum product ownership experience, including backlog management and cross-functional team collaboration.
• Strong business acumen with an understanding of relationship-based banking, revenue generation, and pipeline management.
• Exceptional communication skills with the ability to engage both executive leadership and front-line teams.
• Salesforce Administrator or Consultant certification is a plus.
• Bachelor's degree in Business, Information Systems, or related field; MBA is a plus.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.