Sales Data Product Owner

This is a fully remote position, open to applicants in Florida.

📋 Description

• Establish and uphold the vision, strategy, roadmap, outcomes, release priorities, and value metrics for the Sales data product.

• Manage the prioritized backlog for datasets and insights related to Sales, incorporating CRM activity, opportunities, producer hierarchy, book-of-business attributes, sales objectives, revenue results, and reference data.

• Convert business challenges, stakeholder requirements, and reporting needs into product features, user stories, acceptance criteria, metric definitions, release plans, and enablement resources.

• Define and govern Sales-domain metrics and analytical capabilities encompassing revenue, pipeline, appointments, hit ratio, producer performance, sales achievement, CRM adoption, and dashboarding.

• Collaborate with engineering teams to outline source requirements, transformation rules, data quality standards, service levels, and delivery dependencies.

• Assess enhancement requests, defects, technical liabilities, adoption requirements, and stakeholder escalations.

• Oversee data validation and product acceptance, including reconciliation, metric assessments, stakeholder approvals, defect triage, root-cause analysis, and release preparedness.

• Manage the resolution of Sales-domain data quality issues and reporting inconsistencies.

• Develop and maintain comprehensive product documentation, which includes requirements, user stories, metric definitions, data lineage, decision logs, release notes, limitations, adoption materials, and signoff records.

• Collaborate with BI, analytics, engineering, and business teams to synchronize dashboards, reports, analytical views, and consumption experiences.

• Take charge of adoption and ongoing enhancement of sales enablement tools such as Sales Insights dashboards, producer scorecards, Get Sales Done reporting, Pedal to the Metal reporting, Digital Bluebook sales views, and future sales-agent recommendations.

• Lead efforts in release readiness, launch communications, stakeholder enablement, adoption tracking, and post-release feedback loops.

• Ensure that Sales-domain products adhere to standards for quality, security, traceability, privacy, access control, governance, documentation, and responsible use.

• Communicate product status, roadmap progress, delivery risks, adoption metrics, metric adjustments, data constraints, and value realization to stakeholders and leadership.

• Provide trustworthy, adopted, documented sales datasets, dashboards, scorecards, and analytical capabilities that enhance sales decision-making and minimize manual reporting.

⛳️ Requirements

• Minimum of 3 years of experience in data product ownership, product management, analytics product management, data analytics, sales operations analytics, CRM analytics, revenue analytics, or related fields; senior roles may necessitate 5+ years.

• Proven experience in managing a product roadmap, prioritized backlog, user stories, acceptance criteria, release planning, stakeholder communications, and adoption initiatives for data, analytics, or business intelligence products.

• Strong comprehension of analytical data platforms, SQL fundamentals, data modeling, data quality, reporting architecture, and the data product lifecycle.

• Experience in managing or facilitating reporting datasets, analytical data structures, business-facing data products, dashboards, scorecards, or self-service analytics capabilities.

• Familiarity with Sales-domain concepts such as opportunities, pipeline stages, closed-won revenue, producer performance, sales objectives, initial appointments, hit ratio, cross-selling, account rounding, CRM activity, book-of-business segmentation, and sales leader reporting.

• Understanding of data quality, documentation, testing, reconciliation, and requirements validation methodologies.

• Capable of collaborating with business stakeholders to clarify needs, prioritize decisions, validate outcomes, explain trade-offs, promote adoption, and ensure analytical products provide measurable business value.

• Strong problem-solving and decision-making capabilities with the aptitude to investigate data issues, evaluate business implications, coordinate remediation, and balance immediate stakeholder requirements with long-term product scalability.

• Excellent communication skills, able to articulate product direction, metric logic, roadmap priorities, release decisions, data limitations, and analytical findings to both technical and non-technical audiences.

• Bachelor’s degree in data science, computer science, engineering, information systems, analytics, statistics, business, or a related field is preferred.

• Experience with Salesforce, Microsoft Dynamics, CRM data models, sales dashboards, producer scorecards, CRM adoption metrics, or similar sales enablement reporting is highly preferred.

• Proficiency in Microsoft Fabric, Azure, Databricks, Snowflake, Denodo, SQL-based platforms, or comparable data engineering and analytics technologies.

• Experience with data pipelines, data marts, transformation logic, medallion architecture patterns, data quality assessments, or reporting-ready data structures.

• Familiarity with DevOps, DataOps, version control, automated testing, deployment pipelines, and release management for data assets.

• Knowledge of Agile, Scrum, Kanban, product discovery, delivery management, OKRs, value measurement, stakeholder governance, and product adoption practices.

• Experience in insurance brokerage, sales operations, revenue operations, financial services, retail, or other enterprise-scale matrixed organizations.

• Familiarity with sales incentive programs, cross-sell and account-rounding analytics, producer business planning, opportunity management, CRM data quality, and support for sales-facing analytical tools.

• Capability to perform necessary physical duties, including sedentary computer work, keyboard/mouse usage, phone and in-person communication, and occasional lifting, standing, stooping, reaching, and climbing.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holidays.

• Preferred Partner Discounts.

• Reasonable accommodations for qualified individuals with disabilities.