Hybrid Salesforce Product Owner

at Capital Bank, N.A.

• Job title: Salesforce Product Owner
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $100,000 - $145,000 per year
• Degree requirement: Bachelor's Degree
• Tech skills: Azure
• Location requirements: Hybrid, Rockville, United States

About the role

• Product Owner responsible for the Salesforce platform at Capital Bank. Overseeing implementation and ongoing support for CRM strategies and user satisfaction.

Responsibilities

• Serve as the subject matter expert (SME) and business owner for the Bank’s Salesforce environment, including services supporting workflow/automation, customer experience and service, issue resolution, and customer relationship management (CRM).
• Define and communicate the Salesforce product vision, strategy, and roadmap in alignment with overall business objectives.
• Continuously evaluate industry trends, regulatory changes, and customer needs to identify opportunities for product improvement and innovation.
• Champion customer-centric digital experiences and end user satisfaction.
• Lead the platform’s governance model, including data standards, permissioning strategy, and release management.
• Lead user acceptance testing (UAT) to confirm that product changes satisfy requirements and support operational and customer needs.
• Oversee platform maintenance, including quarterly releases, version updates, and feature adoption.
• Act as the liaison between business units, operations teams, compliance, technology, marketing, and leadership groups.

Requirements

• Bachelor’s degree in Business, Finance, Information Systems, or a related field.
• Minimum of 5 years in banking operations, business analysis, product management, or CRM management.
• Experience supporting business workflows, CRM processes, customer service platforms, or digital operations.
• Hands-on experience with Salesforce, preferably in a commercial banking environment.
• High aptitude for problem solving.
• Ability to connect business challenges to technical solutions.
• Proven strong analytical and critical thinking skills, with extreme attention to detail.
• Experience developing presentations, workflow diagrams, and reporting dashboards.
• Advanced Excel skills and reporting experience.
• Prior roles as a Product Owner, Salesforce Administrator, or CRM Manager within a financial institution is strongly preferred.
• Experience in a Salesforce implementation or major system rollout.
• Knowledge of Salesforce automation tools (Flow, Process Builder, Approval Processes).
• Experience with digital integrations and onboarding journeys.
• Familiarity with Agile tools such as Jira or Azure DevOps is an asset.
• Experience with creating and leading presentations to internal stakeholders.

Benefits

• Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
• Company Contributions to your 401k - Regardless of your contribution
• Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
• Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities