Senior Product Owner - CRM

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

Our Perks:

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefitshere

CLA is growing and seeking to hire an experienced Senior Product Owner - CRM to join our talented Information Technology team. The position offers growth, flexibility and a collaborative work environment.

In this position you should have the following; excellent interpersonal skills with the ability to communicate at all levels. Strong problem solving and creative skills and the ability to exercise sound judgment. Most important, demonstrate a high level of integrity and dependability with a strong sense of urgency and results-orientation.

The Senior Product Owner, CRM drives business value through full-stack, end-to-end product ownership for the firm's CRM environment. This role aligns crossfunctional teams to deliver shared outcomes and business value in an Agile environment.

How you'll create opportunities in this Senior Product Owner - CRM role:

Requirements / Backlog Management

• Develop Product Requirements Documents, process flows, and prototypes that define user needs, business goals, and functional/non-functional requirements for the environment.
• Translate concepts into epics, features, and user stories with clear acceptance criteria, dependencies, and compliance considerations.
• Own, prioritize, and refine the backlog to maximize productivity, coordinating with cross functional teams and subject matter experts to gather feedback on risks and dependencies.

Continuous Discovery

• Lead discovery using qualitative and quantitative research to validate user problems and identify opportunities within defined scope.
• Translate discovery insights into hypotheses and actionable backlog items with confirmed feasibility and outcome alignment.
• Communicate priorities, findings, and progress clearly to facilitate solutions.

Technical & Solution Alignment

• Collaborate with engineering and architecture to ensure requirements translate to viable technical solutions aligned to platform patterns.
• Facilitate Agile ceremonies, establish delivery milestones and success criteria, monitor progress, remove impediments, and ensure delivery aligns with OKRs, quality standards, and timelines.

Soft Skills

• Strong communication skills, including presentation skills; ability to navigate technical discussion and translate complex concepts for varied audiences.
• Strategic thinker with ability to balance longterm vision and shortterm execution. Ability to prioritize effectively and escalate conflicts when needed.
• Highly collaborative, outcomedriven, and comfortable managing ambiguity.
• Ability to work with large teams and a variety of people, including users, product team members, management team members, and business owners/stakeholders.

What you will need:

• 4+ years of experience defining clear requirements and driving continuous discovery in an Agile environment.
• Experience with Microsoft Dynamics CRM platform is strongly preferred.
• Certified Scrum Product Owner (CSPO) or SAFe Product Owner/Product Manager (PO/PM) is preferred.
• Bachelor's degree or a combination of relevant experience and training may be considered in lieu of a degree.

Technical Competencies

• Experience working within Agile delivery tools to manage backlogs, user stories, and workflow processes.
• Azure DevOps (ADO) or Jira systems experience preferred.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.