Senior Product Owner (Microsoft Dynamics CRM)

TL;DR

Senior Product Owner (Microsoft Dynamics CRM): Enhancing and evolving the Microsoft Dynamics CRM platform to deliver maximum value for financial advisors, support staff, and branch leadership with an accent on direction-setting, discovery, and prioritization. Focus on articulating product vision, maintaining backlogs, and collaborating with stakeholders to drive business outcomes.

Location: Open to any location across the Davidson footprint

Salary: $93,000 - $116,000 a year

Company

Independent, employee-owned financial services firm with 90 years of history, dedicated to integrity, client service, and community impact.

What you will do

• Own product direction, discovery, and prioritization on a cross-functional team to create compelling customer experiences.
• Collaborate with Product Manager and stakeholders to align prioritization with company roadmap and provide development feedback.
• Create, maintain, and evolve the product roadmap while innovating in line with strategic priorities.
• Maintain and refine product backlog with user stories, acceptance criteria, and prioritization for maximum business value.
• Engage with customers, users, and teams to uncover needs, coach on Agile techniques, and track key value drivers.
• Facilitate alignment across product teams and foster continuous improvement and high performance standards.

Requirements

• Bachelor's degree or equivalent work experience
• Certified Scrum Product Owner (CSPO) or similar certification
• 5-7 years relevant business experience; prior experience leading digital experience teams
• Expertise in Agile Product Management, stakeholder management, market/user research, and process design
• Expert in business requirements, Agile story writing, roadmaps, and product execution strategies
• Experience with Microsoft Dynamics, Microsoft 365 (emphasis on CoPilot AI), user interface design, and large organizational initiatives

Nice to have

• Passion for new technology and trends
• Strong facilitation and executive communication skills

Culture & Benefits

• Competitive salary with variable compensation programs
• Medical, dental, vision coverage; company 401(k) and ESOP contributions
• Generous sick, vacation, maternity/parental leave; paid holidays
• Professional development, tuition reimbursement ($15,000 lifetime cap)
• Charitable gift-matching and Davidson Day of Giving for community impact
• Friendly, open, supportive culture emphasizing candid communication and continuous improvement