TriVista · 22 hours ago
Salesforce Product Owner & Administrator
TriVista is an award-winning global operational management firm known for its inclusive and collaborative culture. The Salesforce Product Owner & Administrator will oversee the firm's Salesforce platform, ensuring it effectively supports business processes while collaborating with various stakeholders to enhance user experience and drive data-driven decisions.
AdviceConsultingManagement Consulting
Responsibilities
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
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
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
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
Qualification
Required
5-10 years of Salesforce experience across administration, product ownership, or business analysis roles
Strong expertise with Salesforce Lightning, flows, custom objects, validation rules, and security
Proven ability to manage a product backlog, Agile processes, and drive iterative delivery
Experience coordinating or managing external developers or partners
Solid understanding of data structures, data quality best practices, and reporting/dashboards
Ability to translate business needs into clear requirements, user stories, and solutions
Strong process analysis and workflow optimization skills
Comfortable working with stakeholders at all levels, including senior leadership
Excellent written and verbal communication skills with the ability to explain technical concepts to non-technical audiences
Strong relationship-building and facilitation skills
Organized, detail-oriented, and able to manage multiple priorities simultaneously
Bachelor's degree in computer science, information technology, or related field and/or combination of required education and experience
Salesforce Certified Administrator
Preferred
Experience with Certinia (PSA) or similar enterprise applications
Experience supporting ERP systems and finance processes
Familiarity with integrations, APIs, and broader enterprise systems
Salesforce Certified Advanced Administrator
Salesforce Certified Business Analyst
Additional Salesforce certifications
Benefits
Performance bonuses
Comprehensive benefits package