Lead delivery of sales tools and capabilities for one or more agile teams
Own and evolve sales performance tools, including dashboards, CRM enhancements, and automation solutions, in partnership with business and technology stakeholders
Lead test-and-learn initiatives to continuously improve sales workflows and tool effectiveness
Partner with data teams to enable integrated, high-quality data for actionable insights
Drive user adoption and enablement through analytics, feedback loops, and Voice of Customer insights
Translate business needs into data-driven insights and prioritized product enhancements
Partner with sales leadership and territory managers to align product priorities with frontline needs and behaviors
Represent the voice of the sales organization, agents, and end users
Manage and prioritize the product backlog to maximize sales impact and business value
Analyze product adoption, sales performance, and delivery metrics to identify opportunities and improve outcomes
Drive business readiness and change enablement to ensure strong adoption and measurable results

3+ years of experience in Small Business Insurance Product, technology, or a related field
Experience with sales tools, CRM platforms, or sales analytics dashboards preferred
Experience with data platforms or analytics tools (e.g., Snowflake, Power BI, Tableau, CRMA) preferred
Strong understanding of Agile methodologies and tools (e.g., Rally, JIRA)
Proven ability to leverage data, analytics, and KPIs to drive business outcomes
Experience supporting sales organizations or customer-facing workflows
Experience with test-and-learn or hypothesis-driven development approaches
Strong stakeholder management, collaboration, and influence skills across multiple partners
Excellent written and verbal communication skills, with the ability to tailor messaging and influence outcomes across audiences
Demonstrated ability to manage multiple priorities, navigate ambiguity, and deliver results in a fast-paced environment
Experience applying data analysis to generate insights and inform product decisions
Self-motivated with a strong sense of ownership, accountability, and execution
Experience with ADKAR or other change management frameworks preferred
Prior Product Ownership experience a plus
Sales performance reporting and dashboard development Tools supporting sales planning, pipeline management, or follow-up workflows
Experience improving selling efficiency and agent productivity
Driving adoption of new tools within frontline sales teams.

Agile Product Owner, Small Business Insurance

Key skills