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Senior Product Owner - CRM
full-timeDallas, Milwaukee, Tampa, Austin

Summary

Location

Dallas, Milwaukee, Tampa, Austin

Type

full-time

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About this role

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

Our Perks:

  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits
  • Complete list of benefits here

CLA is growing and seeking to hire an experienced Senior Product Owner - CRM to join our talented Information Technology team. The position offers growth, flexibility and a collaborative work environment.

In this position you should have the following; excellent interpersonal skills with the ability to communicate at all levels. Strong problem solving and creative skills and the ability to exercise sound judgment. Most important, demonstrate a high level of integrity and dependability with a strong sense of urgency and results-orientation.

The Senior Product Owner, CRM drives business value through full-stack, end-to-end product ownership for the firm’s CRM environment. This role aligns cross‑functional teams to deliver shared outcomes and business value in an Agile environment.

How you’ll create opportunities in this Senior Product Owner – CRM role:

Requirements / Backlog Management

  • Develop Product Requirements Documents, process flows, and prototypes that define user needs, business goals, and functional/non-functional requirements for the environment.
  • Translate concepts into epics, features, and user stories with clear acceptance criteria, dependencies, and compliance considerations.
  • Own, prioritize, and refine the backlog to maximize productivity, coordinating with cross functional teams and subject matter experts to gather feedback on risks and dependencies.

Continuous Discovery

  • Lead discovery using qualitative and quantitative research to validate user problems and identify opportunities within defined scope.
  • Translate discovery insights into hypotheses and actionable backlog items with confirmed feasibility and outcome alignment.
  • Communicate priorities, findings, and progress clearly to facilitate solutions.

Technical & Solution Alignment

  • Collaborate with engineering and architecture to ensure requirements translate to viable technical solutions aligned to platform patterns.
  • Facilitate Agile ceremonies, establish delivery milestones and success criteria, monitor progress, remove impediments, and ensure delivery aligns with OKRs, quality standards, and timelines.

Soft Skills

  • Strong communication skills, including presentation skills; ability to navigate technical discussion and translate complex concepts for varied audiences.
  • Strategic thinker with ability to balance long‑term vision and short‑term execution. Ability to prioritize effectively and escalate conflicts when needed.
  • Highly collaborative, outcome‑driven, and comfortable managing ambiguity.
  • Ability to work with large teams and a variety of people, including users, product team members, management team members, and business owners/stakeholders.

What you will need:

  • 4+ years of experience defining clear requirements and driving continuous discovery in an Agile environment.
  • Bachelor's degree or a combination of relevant experience and training may be considered in lieu of a degree.

Technical Competencies

  • Experience working within Agile delivery tools to manage backlogs, user stories, and workflow processes.
  • Azure DevOps (ADO) or Jira systems experience preferred.

 

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.

Other facts

Tech stack
Product Ownership,Agile Methodologies,Backlog Management,Requirements Gathering,User Story Development,Communication Skills,Problem Solving,Collaboration,Technical Alignment,Research Skills,Strategic Thinking,Presentation Skills,Dependency Management,Feasibility Analysis,Outcome Alignment,Interpersonal Skills

About CLA (CliftonLarsonAllen)

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 9,000 people, 130 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

EOE/AA Employer/Vets/Disability

Hiring rights: https://www.claconnect.com/general/equal-employment-opportunity

Disclaimer: http://www.CLAconnect.com/Disclaimer/

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Accounting
Founding Year: 2012

What you'll do

  • The Senior Product Owner, CRM drives business value through full-stack, end-to-end product ownership for the firm’s CRM environment. This role aligns cross-functional teams to deliver shared outcomes and business value in an Agile environment.

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Frequently Asked Questions

What does a Senior Product Owner - CRM do at CLA (CliftonLarsonAllen)?

As a Senior Product Owner - CRM at CLA (CliftonLarsonAllen), you will: the Senior Product Owner, CRM drives business value through full-stack, end-to-end product ownership for the firm’s CRM environment. This role aligns cross-functional teams to deliver shared outcomes and business value in an Agile environment..

Why join CLA (CliftonLarsonAllen) as a Senior Product Owner - CRM?

CLA (CliftonLarsonAllen) is a leading Accounting company.

Is the Senior Product Owner - CRM position at CLA (CliftonLarsonAllen) remote?

The Senior Product Owner - CRM position at CLA (CliftonLarsonAllen) is based in Dallas, Texas, United States and Milwaukee, Wisconsin, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Product Owner - CRM position at CLA (CliftonLarsonAllen)?

You can apply for the Senior Product Owner - CRM position at CLA (CliftonLarsonAllen) directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about CLA (CliftonLarsonAllen) on their website.