Job Specifications
Learn more about TriVista and how our inclusive, collaborative culture earned us a Great Place to Work Award.
Position Summary
The Salesforce Product Owner & Administrator oversees the roadmap, enhancements, and operational management of the firm’s Salesforce platform and related enterprise applications. This role is responsible for ensuring the platform effectively supports end-to-end business processes across the firm.
This role will collaborate closely with senior leadership, finance, operations, sales, and external development partners to optimize processes, enhance user experience, and enable data-driven decisions across the organization.
This role requires regular interface with all levels of a professional service organization.
Responsibilities
Product Ownership
Own the Salesforce product roadmap and prioritized enhancement backlog
Manage and prioritize the product backlog, balancing business value, technical complexity, and organizational needs
Facilitate backlog grooming, prioritization, and release planning using Agile methodologies
Lead an enterprise applications Steering Committee to review priorities, guide governance, and align platform enhancements with the firm’s objectives
Ensure the platform effectively supports integrated processes spanning sales, operations, project delivery, and finance
Continuously evaluate new Salesforce capabilities, industry trends, and best practices to recommend strategic platform improvements
Administration
Manage day-to-day Salesforce administration, including users, permissions, security, and data integrity
Build and maintain scalable configuration such as flows, validation rules, custom objects, and Lightning features
Ensure proper documentation, testing, and change management for all platform updates
Maintain platform documentation, release notes, and configuration standards
Business Analysis & User Support
Partner with business stakeholders to translate needs into clear requirements, user stories, and process improvements
Lead process mapping and optimization efforts, identifying automation and efficiency opportunities across the business
Partner with teams across sales, operations, and finance to design and support end-to-end workflows within Salesforce and related applications
Provide training, troubleshooting, and support to enhance user adoption and platform effectiveness
Support reporting and dashboard needs, ensuring data accuracy and usability
Vendor Management
Coordinate and manage external developers and contractors
Define scopes of work, manage timelines, and ensure high-quality delivery aligned with platform standards
Review contractor-delivered configurations or code prior to deployment
Serve as the main point of contact for Salesforce support and third-party vendors
Skills and Qualifications
5-10 years of Salesforce experience across administration, product ownership, or business analysis roles
Strong expertise with Salesforce Lightning, flows, custom objects, validation rules, and security
Proven ability to manage a product backlog, Agile processes, and drive iterative delivery
Experience coordinating or managing external developers or partners
Solid understanding of data structures, data quality best practices, and reporting/dashboards
Experience with Certinia (PSA) or similar enterprise applications preferred
Experience supporting ERP systems and finance processes preferred
Familiarity with integrations, APIs, and broader enterprise systems preferred
Ability to translate business needs into clear requirements, user stories, and solutions
Strong process analysis and workflow optimization skills
Comfortable working with stakeholders at all levels, including senior leadership
Excellent written and verbal communication skills with the ability to explain technical concepts to non-technical audiences
Strong relationship-building and facilitation skills
Organized, detail-oriented, and able to manage multiple priorities simultaneously
Bachelor’s degree in computer science, information technology, or related field and/or combination of required education and experience
Salesforce Certified Administrator required
Salesforce Certified Advanced Administrator, Salesforce Certified Business Analyst, and additional Salesforce certifications preferred
Pay Transparency Statement The salary range for this position reflects our good-faith estimate of the minimum and maximum base pay for the role at the time of posting. The actual pay offered may vary based on factors such as the candidate’s skills, qualifications, experience, location, and market conditions. For example, a candidate with the minimum required experience and qualifications may receive an offer near the lower end of the range, while a candidate with extensive experience and specialized expertise may receive an offer near the top of the range. In addition to base salary, employees are eligible for performance bonuses and a comprehensive benefits package.
About our Firm
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About the Company
TriVista is a technology and operations consulting firm that partners with business and private equity leaders to improve performance, strengthen supply chains, and accelerate value creation.
We partner closely with leadership teams to identify opportunities, solve critical challenges, and unlock value across the enterprise. Our experts bring a blend of operational know-how, technology insight, and hands-on execution experience that empowers companies to move faster, operate smarter, and scale with confidence.
What We Deli...
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