Kestra Financial · 5 months ago
CRM Product Owner
Austin, TX
Full-time
Hybrid
Mid Level
3+ years expKestra Financial is a leading wealth management platform that supports independent financial professionals. They are seeking a CRM Product Owner to enhance their Salesforce CRM and Marketing Technology platforms by collaborating with cross-functional teams to translate business needs into scalable technology solutions.
BankingConsultingFinanceFinancial Services
Responsibilities
Collaborate with business stakeholders and technology teams to define and prioritize product features and enhancements for CRM (Salesforce) and MarTech platforms
Maintain a well-groomed backlog of user stories and acceptance criteria in alignment with business goals and technical feasibility
Participate in sprint planning, daily stand-ups, backlog refinement, demos, and retrospectives as part of the Agile development process
Support the execution of the product roadmap, focusing on incremental value delivery while ensuring cross-team alignment
Assist in delivering marketing automation capabilities, including integrations between Salesforce, and third-party tools
Monitor Salesforce and Marketing Cloud release notes to identify relevant updates, features, and optimizations
Coordinate user acceptance testing (UAT), facilitate end-user feedback collection, and assist with training or communication of new features
Partner with the Salesforce Admins, Developers, Architects, and QA to troubleshoot issues and support L2/L3 escalations as needed
Qualification
Required
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
Preferred
Salesforce Certified Administrator or Marketing Cloud certifications
3–5 years of experience as a Product Owner, Business Analyst, or equivalent role in a Salesforce or MarTech-focused environment
Experience in the financial services industry is a plus
Knowledge of software development lifecycle and best practices, including CI/CD and test automation
Exposure to A/B testing, campaign optimization, or customer journey analytics is beneficial
Benefits
Full health, vision, dental.
401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Christine Brown
Head of Advanced Planning
Recent News
2025-11-20
Company data provided by crunchbase