Product Owner - Crm/Dealcloud

Software Guidance & Assistance, Inc., (SGA), is searching for a Product Owner for a FULL-TIMEassignment with one of our premier Financial Services clients in midtown Manhattan, NYC. He or she needs to work in the office 3-4 days/week.

Responsibilities :

• Product Ownership: Serve as the firm's central resource responsible for the successful upkeep of CRM and Pipeline data and analysis.The role will be a liaison between business and IT sitting under the business COO. It will be functionally responsible for delivery and driving the platform forward. More specifically,
  • Manage the entire instance across business needs, interface with end users and technology team, prioritize and design product updates, enhance tool alongside the implementation of release updates
  • Manage team and relevant sprints/staffing related to tool and reporting management
• Technology & Process: Leverage experience in optimizing tech tools to support the firm's software instance across multiple asset classes:
  • Partner with all investment deal teams in regular dialogueto understand/develop ideal CRM priorities and enhancements (processes, technology, organization), driving strategy and roadmap to enable business growth
  • Lead the delivery of the tool strategy in collaboration with Technology - balancing the need for short-term improvements and longer-term value
• Focused on driving connectivity of data within the tool and across broader ACS technology platform
• Team Management
  • Manage affiliated team including overall priorities, sprints, and responsibilities
• Governance: Manage steering committee, process overviews, and updates on how the CRM tool should be used to ensure consistency across and within teams
  • Uphold data standards within the tool and in conjunction with Apollo / Industry standards
  • Represent stakeholder priorities and take ownership in the successful implementation of changes
  • Primary goals include: (1) system architecture; (2) processes affiliated with proposed changes; and (3) clean data for the support of business and firmwide needs
• Identify and deliver key business initiatives that increase efficiency and mitigate business risk in line with best practices. Examples include:
  • Drive efficiency in pipeline and CRM management: Identify and implement solutions for root causes of issues
• Business Management: Liaise with key business stakeholders and external vendor services to manage and execute business management priorities
• Lead business management activity - e.g., HR processes

Required Skills:

• Bachelor's degree from an accredited institution
• Minimum of 7 years of relevant experience at an investment bank, consulting firm, asset manager, or in a similar role
• Min 3-5 years in a COO / Business or Technology Management capacity
• Strong knowledge of investments and financial concepts including deal metrics, products, and processes
• Successful track record of leading technology initiatives within a Front Office environment
• Demonstrated ability to establish strong relationships with Front Office senior management, Investment Professionals, COOs, and other functions (Technology, Risk, Finance, Compliance, etc.)
• Strong ability to partner and manage the holistic relationship with an external vendor
• Exemplary interpersonal skills necessary to handle sensitive information and confidential situations
• Ability to thrive in a high intensity faced paced environment, independently and in groups
• Deadline driven, has strong organizational skills, and able to multi-task
• Be able to function in and manage multidisciplinary teams, must possess excellent documentation, presentation, training, and computer skills
• Team-oriented and collaborative attitude is a must

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com .

EEO Employer: Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status.

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