Product Owner

Role Overview

As a Product Owner, you will lead Lead Surge’s technology transformation, guiding the organization off its current custom CRM and onto modern enterprise platforms built to scale. You will be the ongoing technical product authority, owning the product vision and technical requirements well beyond the initial transition.

Key Responsibilities

Technology Transformation & Platform Strategy

• Evaluate and select enterprise software platforms to replace the current custom CRM, using deep vendor knowledge to ensure solutions meet today’s needs and future scale.
• Define technical architecture and an integration strategy in partnership with an external development team.
• Create a phased implementation roadmap with clear milestones and success criteria.
• Maintain an ongoing technology roadmap post-implementation by continuously assessing emerging tools and platforms.
• Drive an adoption strategy that prioritizes key milestones while minimizing disruption.

Product Ownership & Technical Requirements

• Serve as Product Owner across technology initiatives, owning technical scope, priorities, and product decisions aligned with executive direction.
• Gather and analyze business and user needs from all stakeholder groups, translating them into actionable product requirements.
• Define system objectives and scope to ensure each initiative maps to organizational goals.
• Produce detailed technical documentation for the external development team (e.g., functional specifications, release notes, configuration requirements).
• Set technical priorities and manage trade-offs to keep the right work moving.
• Identify process/technology gaps and recommend enterprise best practices based on hands-on experience.
• Communicate priorities and sequencing decisions clearly to align scope and stakeholder expectations.

External Vendor & Development Partner Management

• Act as the primary technical liaison with the external development company (Soliant), owning technical communication and feature direction.
• Collaborate with the Sr. Technology & Operations Lead (day-to-day coordination/sprint delivery lead).
• Drive delivery accountability by setting expectations, critically evaluating estimates, and ensuring delivered features match specs.
• Coordinate on deployment prioritization and budget tracking with the Sr. Technology & Operations Lead.

Requirements

• Highly technical and strategic product ownership capability for enterprise platform selection, architecture, integrations, and ongoing roadmap ownership.
• Ability to translate stakeholder needs into clear technical requirements and documentation.
• Experience driving alignment with executive leadership on investment and platform decisions.
• Strong vendor/partner management skills focused on technical requirements and delivery accountability.

Nice-to-haves

• Hands-on experience identifying enterprise process/technology gaps and recommending best-practice solutions.