Salesforce Platform & Product Owner

Salesforce Platform & Product Owner

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Location: Austin, Texas

Work Arrangement: Full-Time, On-Site

About This Opportunity

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For over 40 years, Integrated Financial Settlements (IFS) has been a trusted partner helping people stabilize financially after life-altering events or injuries. Our mission-driven work restores stability, encourages hope, and creates possibilities for vulnerable individuals navigating difficult circumstances.

We're seeking a visionary Salesforce Platform & Product Owner to lead the strategy, evolution, and optimization of our Salesforce ecosystem—a mission-critical platform powering pipeline management, referral generation, partner engagement, and post-settlement intelligence.

This is a newly created role offering a rare opportunity to build and scale a modern, AI-ready Salesforce platform from the ground up while directly influencing revenue growth, operational efficiency, and customer experience across the organization.

If you're energized by transforming capabilities, eliminating manual work, and building scalable solutions in a fast-growing financial services company, this role offers the strategic impact and hands-on execution you're looking for.

Our Vision & Values

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As a collaborative community, our passion is to introduce options that restore stability, encourage hope, and create possibilities for people impacted by injury. We help people navigate change by providing effective financial solutions to support their goals. Our core values guide everything we do:

• Integrity: Do what is right.
• Innovation: Seek opportunities to learn, improve, and encourage creative thought.
• Collaboration: We are better together. Diversity of experience and thought enriches our work and lives.
• Empathy: Acknowledge others and ask questions. Listen to find out what is important.

What Makes Someone Successful in This Role

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• You are energized by creating and transforming capabilities, not simply maintaining existing systems.
• You continuously identify opportunities to eliminate manual work, streamline workflows, and improve the end-user experience.
• You use metrics, user feedback, and operational insights to prioritize investments and measure success.
• You can effectively partner with sales, operations, technology, compliance, and executive leadership to align priorities and expectations.
• You are comfortable leading organizational change, driving adoption, and helping teams embrace new ways of working.
• You can operate independently, make informed decisions, and move initiatives forward in a fast-paced, growing organization.

Key Responsibilities

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• Own the Salesforce platform strategy, roadmap, and lifecycle, ensuring investments align with business goals and future growth requirements.
• Serve as the primary steward of the Salesforce ecosystem, including Sales Cloud, partner and referral management capabilities, reporting, automation, integrations, and future platform enhancements.
• Redesign and optimize the Salesforce data model, architecture, objects, relationships, and metadata to support scalability and maintainability.
• Modernize workflows, automations, and business processes to improve efficiency, reduce manual effort, and enhance user experience.
• Establish platform governance, including change management, release management, documentation standards, and development lifecycle practices.
• Define and maintain platform health metrics, adoption metrics, data quality standards, and operational performance measures.
• Drive AI-readiness across the platform by improving data quality, process standardization, and integration capabilities while evaluating emerging Salesforce AI capabilities.
• Ensure Salesforce integrates effectively with workflow systems, financial platforms, reporting solutions, and the enterprise data platform.
• Implement and maintain a secure, compliant security model including roles, permissions, profiles, sharing rules, and audit controls.
• Identify and remediate technical debt, including legacy configurations, unused customizations, inefficient automations, and outdated managed packages.
• Partner with business leaders to prioritize enhancement opportunities and translate strategic objectives into platform capabilities.
• Manage relationships with Salesforce partners, consultants, and third-party vendors to ensure quality delivery and alignment with company objectives.
• Drive user adoption through training, communication, process design, and continuous improvement initiatives.

Required Qualifications & Experience

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• 5+ years of experience in Salesforce administration, platform ownership, business systems management, product ownership, or a related role.
• Proven experience owning or leading a Salesforce platform within a growing organization.
• Deep understanding of Salesforce architecture, data modeling, security, object design, automation, reporting, and platform governance.
• Strong experience designing and implementing flows, security models, integrations, and scalable platform solutions.
• Demonstrated success modernizing, stabilizing, and transforming a legacy Salesforce environment.
• Experience building platform roadmaps and prioritizing work based on business value, risk, and operational impact.
• Strong understanding of system integration concepts, APIs, middleware, and data synchronization patterns.
• Experience implementing structured release management, change management, and platform governance processes.
• Strong analytical and problem-solving skills with the ability to identify root causes and drive sustainable solutions.
• Experience working with third-party implementation partners, managed service providers, and software vendors.
• Ability to balance strategic planning with hands-on execution in a fast-moving environment.

Nice-to-Have Skills

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• Salesforce certifications (Administrator, Advanced Administrator, or Platform Developer)
• Experience with financial services or settlement management platforms
• Familiarity with Salesforce AI capabilities and implementation best practices
• Background in change management and organizational transformation
• Experience with agile or iterative delivery methodologies

Work Environment

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• 40-hour work week with flexibility to accommodate business needs
• Full-time, on-site position based in Austin, Texas
• Must be available to work flexible hours as needed based on business needs
• Regular verbal and written communication with cross-functional teams
• Sitting for extended periods while working at a computer
• Dexterity with keyboard, mouse, and standard computer equipment
• Light physical effort including occasional handling of objects up to 20 pounds and frequent handling up to 10 pounds

Ready to Make an Impact?

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If you're a strategic thinker with deep Salesforce expertise and a passion for transforming business platforms, we'd love to hear from you. Join IFS and help us continue our mission of providing financial stability and hope to those who need it most.

To apply, please submit your resume and a brief cover letter describing your experience leading Salesforce platform transformations.