Vice President, Product Manager - Institutional CRM Sales

Job Description Summary

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.

In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.

We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

HarbourVest is an equal opportunity employer.

This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.

HarbourVest is seeking a VP, Product Manager – Institutional CRM to optimize the use of Salesforce to support the institutional business. This includes articulating the vision, business capabilities, and driving the right process model and CRM solutions that optimize user workflows, enhance the client experience, and improve operational efficiency. This role will be accountable for incorporating the feedback and needs of stakeholders across the business.

The candidate understands investor needs, has extensive CRM and Salesforce experience, and has a command of the various touchpoints across the private market investment lifecycle. This person is passionate about building technology-enabled solutions that provide value to clients and business partners.

The role will report into the SVP, Commercial Operations.

The ideal candidate is someone who is:

• Experienced in the design, implementation, and delivery of Salesforce, and other related technology platforms, within a Private Markets or Asset Management business
• Proven ability to effectively implement and manage change across business units
• Demonstrated ability to lead independently, confidently, and effectively across partners to craft, build, and implement solutions
• Passionate about building technology-enabled solutions that add customer value to clients and business partners

What you will do:

• Build and provide business product management and ownership for Salesforce technology and capability roadmap to support institutional investor business
• Partner with Head of Global IR, IT, and other leaders to align on product vision and strategy, priorities, capabilities, and direction for the Salesforce Platform while focusing on daily execution
• Effectively communicate and socialize product updates to Business and IT partners
• Drive business value creation to inform product and technology roadmap prioritization
• Build and lead the product backlog, ensuring developmental efforts align with business needs and technical feasibility
• Support and influence user adoption and understanding through training and demos
• And other responsibilities as required

What you bring:

• Salesforce Administrator or Advanced Administrator desired
• Excellent written and verbal communication and collaboration skills with experience influencing leadership
• Strong analytical and decision-making skills
• Experience with agile methodology
• Proven track record of understanding sophisticated process and technical requirements and ability to translate into a capability roadmap
• Expertise with Salesforce and client data models and data sets

Education Preferred:

• Bachelor of Science (B.S) or equivalent experience
• Master of Business Administration (MBA) preferred

Experience:

• 10-15 years of delivering business outcomes in product management/ownership, technology, business analysis, private equity, wealth, and/or consulting

#LI-Hybrid ​