CRM Product Lead

About the role

The Wisconsin Foundation and Alumni Association (WFAA)—the private fundraising and alumni relations organization for the University of Wisconsin–Madison—is seeking a CRM Product Lead to join the Advancement Business Solutions team!

Responsibilities

• Provide strategic and functional leadership for WFAA’s Salesforce CRM ecosystem in close partnership with business and technical leaders.
• Maximize business value and user impact by defining, prioritizing, and delivering CRM capabilities that advance organizational goals, align with the digital roadmap, and address enterprise-wide needs through user-centered, scalable, and outcome-driven solutions.
• Serve as the primary bridge between business stakeholders and technical teams, translating organizational priorities into clear product requirements and user stories.
• Work closely with Salesforce Admins, cross-functional technology teams, and vendor partners in an Agile environment, owning functional direction and stakeholder alignment while ensuring solutions are feasible, maintainable, and aligned with platform standards and governance.

Requirements

• 2- or 4-year degree in a related technical or business field.
• 5+ years of experience in product ownership, product management, business systems, or CRM leadership.
• Demonstrated experience working in enterprise or complex Salesforce environments (multiple clouds, integrations, regulated data, or large user bases).
• 5+ years of experience in higher education advancement, development, or related field OR any equivalent combination of experience and/or education from which comparable knowledge, skills, and abilities have been achieved.
• Strong functional understanding of the Salesforce platform, including: Core data model (objects, relationships, automation concepts), At least one primary cloud (Sales, Service, Marketing, Experience, Nonprofit, etc.), Reporting and dashboards.
• Experience with Agile/Scrum, including backlog ownership, user stories, acceptance criteria, and sprint ceremonies.
• Proven ability to partner effectively with Salesforce Admins, technical teams, and business stakeholders to deliver solutions at scale.
• Strong analytical, problem-solving, and data-analysis skills, including understanding data relationships and reporting needs.
• Demonstrated ability to learn new technologies and stay current with Salesforce platform updates.
• Strong functional understanding of the Salesforce platform, including: Core data model (objects, relationships, automation concepts), At least one primary cloud (Sales, Service, Marketing, Experience, Nonprofit, etc.), Reporting and dashboards.
• Experience with Agile/Scrum, including backlog ownership, user stories, acceptance criteria, and sprint ceremonies.
• Proven ability to partner effectively with Salesforce Admins, technical teams, and business stakeholders to deliver solutions at scale.
• Strong analytical, problem-solving, and data-analysis skills, including understanding data relationships and reporting needs.
• Demonstrated ability to learn new technologies and stay current with Salesforce platform updates.
• Working knowledge of human-centered design to improve user experience.

Qualifications

• Required Qualifications:
• 2- or 4-year degree in a related technical or business field.
• 5+ years of experience in product ownership, product management, business systems, or CRM leadership.
• Demonstrated experience working in enterprise or complex Salesforce environments (multiple clouds, integrations, regulated data, or large user bases).
• 5+ years of experience in higher education advancement, development, or related field OR any equivalent combination of experience and/or education from which comparable knowledge, skills, and abilities have been achieved.
• Strong functional understanding of the Salesforce platform, including: Core data model (objects, relationships, automation concepts), At least one primary cloud (Sales, Service, Marketing, Experience, Nonprofit, etc.), Reporting and dashboards.
• Experience with Agile/Scrum, including backlog ownership, user stories, acceptance criteria, and sprint ceremonies.
• Proven ability to partner effectively with Salesforce Admins, technical teams, and business stakeholders to deliver solutions at scale.
• Strong analytical, problem-solving, and data-analysis skills, including understanding data relationships and reporting needs.
• Demonstrated ability to learn new technologies and stay current with Salesforce platform updates.
• Strong functional understanding of the Salesforce platform, including: Core data model (objects, relationships, automation concepts), At least one primary cloud (Sales, Service, Marketing, Experience, Nonprofit, etc.), Reporting and dashboards.
• Experience with Agile/Scrum, including backlog ownership, user stories, acceptance criteria, and sprint ceremonies.
• Proven ability to partner effectively with Salesforce Admins, technical teams, and business stakeholders to deliver solutions at scale.
• Strong analytical, problem-solving, and data-analysis skills, including understanding data relationships and reporting needs.
• Demonstrated ability to learn new technologies and stay current with Salesforce platform updates.
• Working knowledge of human-centered design to improve user experience.
• Recommended Qualifications:
• Certifications: Salesforce Certified Administrator, Salesforce Certified Business Analyst, or other Salesforce certifications aligned with skills for this role.
• Certification as a Certified Scrum Product Owner (CSPO).
• Skilled in managing, prioritizing and delivering multiple initiatives concurrently.
• Collaborative, service-oriented, adaptable, and comfortable driving change in cross-team environments.
• High integrity, professionalism, and commitment to confidentiality, with cultural awareness and compassion when working with diverse groups.

Benefits

At WFAA, we are dedicated to creating an inspiring, creative, and respectful work environment for our employees. We offer competitive pay and an outstanding benefits program, including a generous 10% 401k contribution after just one year of service!