CRM Product Owner
KestraAustin, Texas, United States
Posted August 12, 2025
Full Time
About the Company
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide.
Job Description
The CRM Product Owner – Salesforce & MarTech will support the evolution of Kestra Holdings’ Salesforce CRM and Marketing Technology platforms by collaborating with cross-functional teams to translate business needs into scalable technology solutions.
Requirements
- Solid understanding of Salesforce core platforms (Sales Cloud, Service Cloud, Marketing Cloud)
- Experience working with Marketing Cloud features such as Email Studio, Journey Builder, and Automation Studio
- Familiarity with marketing and sales tools integrated with Salesforce (e.g., data enrichment tools, form builders)
- Strong communication and stakeholder management skills with a focus on translating business needs into technical requirements
- Proficiency in Agile methodologies, backlog management, and collaboration tools (e.g., Jira, Confluence)
- Comfortable working in a collaborative, fast-paced environment and adapting to changing priorities
Benefits
- Full health, vision, dental
- 401(k) plans
- Car insurance
- Legal services