Own and maintain the product roadmap and backlog for Salesforce Experience Cloud broker portals and Salesforce CRM functionality
Define and prioritize features that support broker onboarding, licensing, contracting, credentialing, and commission visibility
Gather business and user requirements and translate them into clear epics, user stories, and acceptance criteria
Lead development of broker self-service capabilities, including onboarding workflows, profile management, reporting, case management, and operational requests
Collaborate with Salesforce architects, developers, QA, and cross-functional teams to deliver scalable and high-performing digital solutions
Ensure solutions adhere to insurance regulatory, licensing, and compliance standards across all integrations and workflows
Drive enhancements that improve broker experience, efficiency, and platform adoption
Lead Agile ceremonies including backlog refinement, sprint planning, daily standups, sprint reviews, and retrospectives
Ensure product increments deliver measurable value and align with business priorities and compliance requirements
Manage cross-functional stakeholders, gather feedback, prioritize requests, and continuously improve delivery processes
Partner with operations, distribution, and finance teams to enable dashboards, analytics, and operational reporting
Support the design and optimization of data models and reporting structures within Salesforce
Work closely with broker operations, compliance, distribution, and finance teams to identify digital opportunities
Incorporate broker feedback, usage analytics, and qualitative insights to guide prioritization and product iterations
Communicate product vision, roadmap progress, and upcoming releases to business partners and leadership

Requirements

5+ years in Product Owner, Product Management, or similar roles
3+ years working hands-on with Salesforce platforms, including: Salesforce CRM, Salesforce Experience/Health Cloud
Experience supporting broker portals, agent platforms, or insurance distribution systems
Strong background working within Agile/Scrum delivery teams
Demonstrated experience building and managing product roadmaps, backlogs, and cross-functional delivery teams
Proven ability to collaborate with engineering, architecture, QA, and business stakeholders.

Benefits

medical, dental and vision benefits
401(k) retirement savings plan
time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave)
short-term and long-term disability
life insurance
many other opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Salesforce CRMSalesforce Experience CloudAgileScrumproduct roadmap managementbacklog managementuser story creationacceptance criteria definitiondata model designreporting structure optimization

Soft Skills

collaborationstakeholder managementcommunicationprioritizationfeedback incorporationleadershipproblem-solvingorganizational skillsadaptabilityanalytical thinking