CRM Product Owner (Salesforce)

Location: New York City, United States; hybrid with a minimum of three days per week in the office. Applicants must have the right to work in the United States without current or future sponsorship.

Salary: $140,000–$180,000 per year, plus discretionary bonus and retirement contributions.

Company

hirify.global is an asset management firm supporting Institutional and Intermediary distribution businesses.

What you will do

• Own CRM capabilities and roadmap prioritization for North America Institutional and Intermediary distribution teams.
• Translate business objectives into requirements, user stories, process designs, and delivery plans.
• Partner with business, technology, operations, data, Salesforce administration, and development teams through solution design, testing, rollout, and optimization.
• Improve client coverage, sales workflows, commercial effectiveness, data quality, and governance.
• Lead rollout, change management, training, communications, and adoption monitoring for CRM enhancements.
• Evaluate and implement practical AI-enabled business capabilities based on business outcomes and user feedback.

Requirements

• Bachelor’s degree or equivalent experience.
• 8+ years of relevant experience, preferably in asset management, wealth management, or related financial services.
• Strong understanding of asset management distribution and experience supporting Institutional and/or Intermediary client coverage teams.
• Experience in product ownership, product management, CRM, sales enablement, business analysis, or another business-facing distribution role.
• Demonstrated ability to translate business needs into delivered technology capabilities and measurable outcomes.
• Authorization and right to work in the United States without current or future sponsorship.

Nice to have

• Salesforce experience with configuration, reporting, automation, and governance.
• Experience with CRM, client coverage, sales enablement, analytics, data governance, or commercial effectiveness platforms.
• Experience evaluating, piloting, implementing, or driving adoption of AI-enabled business solutions.
• Salesforce, Product Owner, Product Management, CFA, CIMA, or related certifications.

Culture & Benefits

• Individual-contributor role focused on cross-functional influence and stakeholder partnership.
• Paid time off and medical, dental, and vision insurance.
• Retirement, life insurance, and other benefits for eligible employees.
• Eligibility for a discretionary bonus and retirement contributions.