INTRODUCTION

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

SUMMARY

Leads the functional product and program delivery effort for the CRM Product Group at Alliant while serving as the senior role for the Salesforce platform. Manages the intake process for new requests and is responsible for coordinating the multi-year Salesforce product roadmap, prioritizing the product backlog with alignment and buy-in from the CRM Product Group Steering Committee, and ensuring delivery of high-quality, value-driven solutions that support the company's strategic goals. Partners closely with business stakeholders and the technical delivery organization to translate business priorities into executable plans and measurable outcomes.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Serve as the senior role and primary functional point of contact for Salesforce initiatives, managing the product backlog and prioritizing work based on business value, strategic objectives, stakeholder needs, and CRM Product Group Steering Committee alignment.

• Collaborate with executives, Producers, Sales teams, Sales Operations, customer service, and other stakeholders to gather requirements, shape Salesforce vision and strategy, and coordinate a multi-year product roadmap and adoption plan.

• Bring forward significant business value through creative solutioning; proactively identify opportunities to improve delivered CRM products, streamline the Producer experience, increase Producer productivity, strengthen Salesforce adoption, and improve the velocity and close rate of Opportunities.

• Own and coordinate product and program execution across Salesforce initiatives, including roadmap sequencing, delivery planning, dependencies, risks, milestones, stakeholder communications, and business readiness.

• Delegate facilitation of Agile ceremonies to Scrum Masters while providing Product Owner direction, priorities, decisions, and context needed for effective sprint planning, daily coordination, sprint reviews, retrospectives, and continuous delivery improvement.

• Partner closely with Salesforce developers, administrators, technical architects, DevSecOps resources, Salesforce Solution Architects, Business Architects, and other technical partners to ensure solutions meet business requirements and adhere to applicable standards and best practices.

• Review and approve solution designs from a business and product perspective, ensuring proposed solutions align with the Salesforce roadmap, business requirements, user experience expectations, and intended business outcomes.

• Lead and coordinate user acceptance testing (UAT), business readiness, stakeholder feedback, defect prioritization, and business acceptance activities to continuously improve the Salesforce platform and support quality releases.

• Provide leadership and governance for quality assurance activities, including test strategy, test planning, regression coverage, release quality, defect management, and coordination between QA, business stakeholders, and technical delivery teams.

• Monitor and report on key performance indicators (KPIs) and outcome measures for Salesforce initiatives, with particular focus on platform adoption, Producer productivity, stakeholder satisfaction, and team engagement.

• Foster a culture of continuous improvement and innovation within the CRM Product Group and across functional delivery teams.

• Lead and directly manage a multidisciplinary team that includes Project Managers, Scrum Masters, Salesforce Solution Architects, Business Architects, and Quality Assurance professionals, providing clear direction, coaching, support, and accountability for team success.

• Exercise full people-management responsibility, including recruiting, hiring, onboarding, goal setting, regular one-on-one meetings, performance management, compensation and promotion recommendations, career development, succession planning, and employee engagement.

• Manage team capacity and resource allocation across Salesforce initiatives, balancing priorities and aligning Project Managers, Scrum Masters, Architects, and QA resources to the highest-value work.

• Provide leadership and direction to Functional Project Team Members like QA, Solutioning, and Scrum Masters; responsible for program and project execution, ensuring plans, milestones, risks, dependencies, scope, and stakeholder communications remain aligned to product priorities and roadmap outcomes.

• Present Salesforce product strategy, roadmap, delivery status, risks, and recommendations to business stakeholders and senior leadership; coordinate changes when priorities, dependencies, or business direction require adjustment.

• Act as the functional delivery counterpart to the technical delivery organization, fostering strong collaboration and communication across product, program, architecture, engineering, administration, DevSecOps, quality assurance, Sales Operations, and business leadership.

• Manage supplemental and temporary resources and related vendor performance as needed to support delivery capacity and business priorities.

• Empower team members to take ownership of their work while maintaining focus on business value, customer outcomes, quality, collaboration, and timely delivery.

QUALIFICATIONS

EDUCATION/EXPERIENCE

• Bachelor’s degree in Business Administration, Information Technology, or a related field; or an equivalent combination of education and experience.

• Five (5) or more years of experience in Salesforce product ownership, product management, program management, or a similar platform leadership role, with significant responsibility for Salesforce strategy, roadmap, backlog, and delivery.

• Four (4) or more years of experience managing product backlogs and leading Agile development teams.

• Three (3) or more years of direct people-management experience, including performance management, coaching, career development, hiring, and development of multidisciplinary teams.

• One (1) or more years of experience working as a member of a SAFe Agile Release Train or comparable scaled Agile delivery model.

• Five (5) or more years of direct people-management experience in a product, program, architecture, quality assurance, or technology delivery environment.

• Four (4) or more years of experience in the insurance industry.

• Salesforce Certified Business Analyst.

• Salesforce Certified Sales Cloud Consultant.

• Salesforce Certified Administrator.

• Salesforce Certified Platform App Builder.

SKILLS

• Strong understanding of Salesforce capabilities, including Sales Cloud, Service Cloud, Data Cloud, and Lightning Experience.

• Strong understanding of Agile methodologies and frameworks (e.g., Scrum, Kanban, SAFe) and experience applying Agile practices in a product development environment.

• Advanced knowledge of product management, program management, project management, roadmap planning, backlog management, release planning, and adoption practices.

• Proficient in Microsoft Office products.

• Strong leadership and people-management skills, including coaching, mentoring, goal setting, performance management, talent development, succession planning, and team engagement.

• Strong analytical and problem-solving skills, with the ability to make data-driven product, program, and prioritization decisions.

• Excellent stakeholder-management skills, with the ability to build alignment among Sales, business leaders, functional teams, and technical delivery partners.

• Excellent communication and collaboration skills, with the ability to effectively engage with stakeholders at all levels and influence cross-functional decision-making.

• Demonstrated ability to lead multidisciplinary teams spanning project/program management, Agile delivery, solution architecture, business architecture, and quality assurance.

• Proven ability to foster teamwork, empower ownership, drive accountability, and create a high-performing culture focused on innovation and continuous improvement.

• Ability to coordinate a multi-year product roadmap, balance competing priorities, and translate strategic objectives into executable delivery plans and measurable business outcomes.

• Ability to evaluate and approve solution designs from a business and product perspective and ensure alignment to roadmap objectives and user needs.

• Ability to oversee quality assurance and UAT activities, prioritize defects and risks, and support effective business acceptance and release readiness.

• Ability to deliver clear, persuasive presentations to senior leadership and tell a compelling story using product, customer, adoption, and performance data.

• Ability to utilize strong business acumen and emotional intelligence and to be a continuous learner.

LI-DR2

LI-REMOTE

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com.