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CRM Product Owner

Beyond Blue

Beyond Blue’s vision is for all people in Australia to achieve their best possible mental health.

Our mission is to work with the community to improve mental health and prevent suicide.

We aim to achieve this by:

  • Promoting mental health and wellbeing.
  • Being a trusted source of information, advice and support.
  • Working together to prevent suicide.

Beyond Blues values are Collaboration, Respect, Enthusiasm, Excellence, Innovation and Integrity.

Beyond Blue embarked on a project to deliver a CRM solution in 2017. Since then, a CRM has been delivered for some teams within Beyond Blue. Beyond Blue is now aiming to roll the CRM out to the remainder of the organisation, in its simplest form as a Contact Management System, to allow a shared Beyond Blue view of person and organisation.

Over the next six to twelve months, there are six key business prioritises CRM will need to focus on:

  • BAU management
  • Continual improvement for Be You (Beyond Blue program with specific requirements of CRM including external users)
  • Addressing any major issues for existing teams using the CRM (particularly fundraising)
  • Cleansing CRM data
  • Embedding the marketing automation function
  • Undertaking a project to roll CRM out to the remainder of the organisation.

The CRM Product Owner is responsible for managing the business’ needs and priorities for the CRM including development, implementation, and optimisation of the CRM.

Key Accountabilities

CRM Product Owner

Work closely with the CRM Program Manager to provide CRM contextual information to develop the CRM road map to guide enhancement and development activities required to achieve a single view

  • Refine and deliver the CRM roadmap and associated business case/s for the Beyond Blue CRM
  • Keep the CRM Executive Sponsor informed about activities and of any issues/ risks arising
  • Prepare and chair or co-chair key governance meetings as directed by the CRM Program Manager and Executive Sponsor
  • Prepare briefings and papers for CRM Exec Sponsor
  • Manage the work of the CRM cross-functional team to continually improve and implement the Beyond Blue CRM solution to meets business and community needs.
  • Understand, analyse, and prioritise CRM users’ needs, pain points and business requirements using interviews, workshops, and consultations
  • Actively engage with the CRM cross-functional team to problem solve and assist in the delivery of outcomes
  • Oversee organisational change management and system training
  • Oversee all CRM data, including managing business rules, data integrity, and reporting
  • Drive initiatives across people, systems, and processes to improve how Beyond Blue integrates and leverages customer data to support our work
  • Create KPIs, analyse data and performance metrics to inform the CRM strategy
  • Assess and monitor risks to all CRM activities monthly and implement new controls to mitigate risks where required
  • Manage the prioritisation and grooming of suggested/ planned CRM works, features and stories of the backlog using such tools as Trello, JIRA and Confluence
  • Run and participate in agile team meetings (e.g. sprint planning)
  • Develop and monitor accurate project and operational budgets.

Relationship Management

  • Develop and maintain a thorough understanding of Beyond Blue’s strategic objectives, and the role of the CRM in achieving these objectives
  • Engagement and collaboration with internal business user stakeholders groups and across multiple experience, product and technology teams
  • Proactively manage external stakeholder’s such as Salesforce and Beyond Blue’s development partner’s delivery and expectations relating to the CRM roadmap and development.

Teamwork and leadership

  • Provide strategic advice to the organisation in relation to CRM, guided by the best available evidence and best practice
  • Work collaboratively to identify opportunities and solutions, challenges and emerging issues facing Beyond Blue and champion and lead agreed responses across the organisation
  • Provide timely, relevant, and adaptable leadership and support to the CRM team members
  • Proactively collaborate with other teams and units within Beyond Blue to leverage the skills and experience available to successfully execute CRM activities.

Innovation and Creativity

  • Foster of culture of continuous improvement in the team by utilising data, research insights and feedback to identify opportunities for innovation
  • Contribute to the development of a culture of innovation by POC development, testing, learning and optimising activity.

Community Focus

  • Champion best practice and community-centric approaches to increase engagement and enhance Beyond Blue’s brand and user experience.

Qualifications and Key Selection Criteria

  • Bachelor’s degree or higher in Business, Marketing, Information Technology, Product Management or related fields
  • Previous Salesforce Product Owner Experience with a minimum of 3 years
  • Strong people management, team leadership and resource management skills
  • Proven experience working in agile team delivery as a product owner
  • Agile or Scrum Product Owner certification
  • Experience working in a product owner role
  • Experience in Salesforce CRM platforms and related products
  • Understanding of Human Centred Design
  • Salesforce experience and certification
  • Experience in driving change across people, processes and platforms to deliver solutions
  • The ability to analyse data to grasp issues, draw conclusions, understand users’ needs and make recommendations
  • Knowledge of strategic problem solving and frameworks, project and change management
  • Ability to build and maintain strong relationships with internal and external stakeholders
  • Highly effective planning, organisational and personal time management skills.
  • Willingness to commit to and work in line with the Beyond Blue Values.

Beyond Blue is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, gender identity, sexual orientation, disability or age. We strongly encourage people from all cultural backgrounds to apply, including Aboriginal and Torres Strait Islander people.

Applicants are welcome to access the Beyond Blue Innovate Reconciliation Action Plan 2020-2022 here.

To apply, please click the 'Apply now' button below. Applications should include a current CV with a cover letter that addresses why you would consider yourself to be a cultural addition to Beyond Blue and how your skills and experience would be attributes to the position. For detailed information about this position including the closing date, please refer to the position description on our careers page.

Preferred candidates will be required to undertake pre-employment screening, including a National Police Check and where required a Working With Children Check.

NOTE:Short-listing of candidates will commence prior to the closure of this role, so please do not delay submitting your application.

How to apply

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