Salesforce Product Owner
CurrentAssetmark is a financial services company that provides investment consulting and portfolio management services to financial advisors and their clients. The company was founded in 1996 and is headquartered in Concord, California. Assetmark offers a range of investment products and services, including mutual funds, exchange-traded funds (ETFs), separately managed accounts, financial planning, and wealth management tools and resources. The company's mission is to help financial advisors build strong and successful practices by providing them with the tools and support they need to serve their clients effectively.As a Salesforce Product Owner, I am responsible for defining and prioritizing the features and functionalities of our Salesforce platform. I work closely with cross-functional teams, including sales, marketing, and IT, to understand the needs of our customers and stakeholders and translate them into clear and actionable product roadmaps. My responsibilities include: ● Developing and maintaining a product roadmap● Collaborating with cross-functional teams to define, refine, and prioritize user stories and requirements● Working with development and testing teams to ensure timely delivery and quality of new features and functionality; ● Effectively communicating with stakeholders at all levels. Key Accomplishments:● Worked as Technical Lead and Architect of major implementations and initiatives.● Successful roll-out of Vonage Contact Center in the Salesforce Omni-Channel environment.● Successfully implementing Flosum, a CI/CD pipeline, into the Salesforce team ecosystem.● Successfully implementing Mulesoft to accommodate SOX compliance requirements.● Successfully implementing a Salesforce to Jira bi-directional sync.● Successfully fixed a non-working Salesforce knowledge implementation.My experience with Salesforce and my strong project management and communication skills enable me to excel in this role.