Product Owner, Global CRM at Gallagher

Waterloo, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

02 Sep, 26

Salary

0.0

Posted On

04 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Product Ownership, Salesforce Sales Cloud, Financial Services Cloud, Agile Methodology, DevOps, Backlog Management, User Story Writing, Requirements Gathering, Business Process Mapping, Stakeholder Management, User Acceptance Testing, Change Management, Data Quality Management, CRM Implementation, Solution Design, Cross-functional Leadership

Industry

Insurance

Description

Introduction Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way. Overview As our organization enters a critical growth phase — including M&A activity, technology consolidation, and an enterprise CRM transformation — the Product Owner will play a key role in delivering the Salesforce roadmap across our Specialty and Wholesale divisions. The Product Owner is responsible for translating business needs into clear, actionable requirements and ensuring the Salesforce platform supports day-to-day sales and client management across the customer lifecycle. This role is focused on execution — owning the backlog, working closely with stakeholders and delivery teams, and ensuring solutions are delivered that meet business needs. You’ll help simplify and enhance our Salesforce Financial Services Cloud environment, support broader adoption across Sales, Client Services, and Underwriting, and ensure the platform delivers real value to the business. How you'll make an impact Own and manage the CRM product backlog for Specialty and Wholesale, aligning priorities to business value, sales outcomes, and strategic objectives Partner with senior business leaders and stakeholders to shape requirements, challenge assumptions, and translate needs into clear, actionable user stories and acceptance criteria Work cross-functionally with technology, architecture, and product teams to deliver scalable solutions aligned to the broader CRM roadmap and enterprise standards Lead backlog refinement and sprint execution, ensuring delivery teams are aligned on priorities, scope, and expected outcomes Play an active role in solution design, ensuring decisions are practical, scalable, and drive measurable business impact Oversee user acceptance testing (UAT), ensuring delivered solutions meet business expectations and are ready for rollout Drive consistency in CRM processes and data capture, improving pipeline visibility, reporting accuracy, and overall data quality across regions Identify opportunities to improve Salesforce capabilities, focusing on driving productivity and effectiveness for Producers, Sales Leads, and Client Relationship Managers Proactively manage delivery risks and dependencies, providing clear escalation and mitigation strategies to leadership Communicate effectively with stakeholders, including executives, providing transparency on priorities, trade-offs, progress, and outcomes Partner with global technology, data, and training teams to support successful rollout, enablement, and sustained adoption of CRM capabilities Support onboarding and integration of acquired businesses (M&A) into the CRM platform, ensuring alignment on processes, data structures, and operating model Continuously improve ways of working, driving better backlog management, prioritization, and delivery practices across teams About You Bachelor’s degree in Computer Science, Information Technology, Engineering, Business, or related field 5+ years of experience in product ownership, business systems, or IT delivery roles Experience working in Agile/DevOps environments Hands-on experience with Salesforce Sales Cloud (Financial Services Cloud preferred) Experience supporting sales, client management, or underwriting workflows Insurance industry experience preferred Experience working in a global, matrixed organization Experience supporting CRM implementations, enhancements, or transformations Strong communication skills—able to work across business and technical teams Proven ability to write clear user stories and manage a prioritized backlog Strong requirements gathering and business process mapping skills Solid understanding of sales pipeline management and CRM data structures Ability to translate business needs into practical system solutions Strong stakeholder management and ability to influence without authority Experience driving user adoption and change management Strong attention to data quality, reporting, and pipeline visibility Comfortable working with cross-functional teams across regions and time zones Analytical mindset with ability to identify issues, troubleshoot, and propose solutions Familiarity with Salesforce configuration concepts (objects, fields, workflows, record types) Experience supporting data migration, integrations, or system consolidation Self-starter who can manage competing priorities in a fast-paced environment #LI-DK3 Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Flexible medical & dental coverage to meet your household's needs Life, Dependent Life and AD & D Insurance options Retirement savings including RRSP including a company match, TFSA, pension and more Employee Stock Purchase Plan Other benefits include: Educational expense reimbursement Employee assistance programs Discounted gym membership (GoodLife Fitness) Opportunity for flexible work arrangements Paid sick days & personal days Employee education recognition program Employee referral bonus program We value inclusion and diversity Click Here to review our Canada Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Artificial intelligence (AI) is not used to screen, assess or select applications for a position within Gallagher. Gallagher’s AI tool is used to assist in collecting information from the candidate, ask screening questions, and schedule interviews. However, the AI tool does not make any decisions with respect to any of the information, other than identifying candidates who may meet certain pre-determined qualifications.

Responsibilities

The Product Owner manages the CRM product backlog for Specialty and Wholesale divisions to align Salesforce delivery with business value and strategic objectives. They translate business needs into actionable user stories and oversee the end-to-end delivery process, including UAT and user adoption.