Salesforce Platform & Product Owner

About the role

For over 40 years, Integrated Financial Settlements (IFS) has been a trusted partner helping people stabilize financially after life-altering events or injuries. Our mission-driven work restores stability, encourages hope, and creates possibilities for vulnerable individuals navigating difficult circumstances.

We're seeking a visionary Salesforce Platform & Product Owner to lead the strategy, evolution, and optimization of our Salesforce ecosystem—a mission-critical platform powering pipeline management, referral generation, partner engagement, and post-settlement intelligence. This is a newly created role offering a rare opportunity to build and scale a modern, AI-ready Salesforce platform from the ground up while directly influencing revenue growth, operational efficiency, and customer experience across the organization.

If you're energized by transforming capabilities, eliminating manual work, and building scalable solutions in a fast-growing financial services company, this role offers the strategic impact and hands-on execution you're looking for.

As a collaborative community, our passion is to introduce options that restore stability, encourage hope, and create possibilities for people impacted by injury. We help people navigate change by providing effective financial solutions to support their goals. Our core values guide everything we do: Integrity: Do what is right. Innovation: Seek opportunities to learn, improve, and encourage creative thought. Collaboration: We are better together. Diversity of experience and thought enriches our work and lives. Empathy: Acknowledge others and ask questions. Listen to find out what is important.

Responsibilities

• Own the Salesforce platform strategy, roadmap, and lifecycle, ensuring investments align with business goals and future growth requirements.
• Serve as the primary steward of the Salesforce ecosystem, including Sales Cloud, partner and referral management capabilities, reporting, automation, integrations, and future platform enhancements.
• Redesign and optimize the Salesforce data model, architecture, objects, relationships, and metadata to support scalability and maintainability.
• Modernize workflows, automations, and business processes to improve efficiency, reduce manual effort, and enhance user experience.
• Establish platform governance, including change management, release management, documentation standards, and development lifecycle practices.
• Define and maintain platform health metrics, adoption