Investment CRM Product Owner

Purpose of the Position 

The incumbent in this position will serve as the Product Owner for Pantheon’s DealCloud investment CRM platform, sitting within the Investment Operations / Technology & Data function.

The role has ultimate responsibility for maximising the value of Pantheon’s investment CRM (DealCloud) through ownership of the product backlog, system roadmap, vendor relationship management, and stakeholder engagement. The VP will ensure that DealCloud is continuously aligned to business requirements, upgraded efficiently, and utilised effectively across investment teams globally.

The successful candidate will bring hands-on experience from a prior implementation of DealCloud (or an equivalent CRM platform within a private equity or asset management context), and will drive adoption, governance, and development of new functionality.

Key Responsibilities: 

Product Ownership & Roadmap

• Serve as overall Product Owner for DealCloud, responsible for backlog management, prioritisation, and delivery of enhancements.
• Define and maintain the product vision and roadmap, aligned with Pantheon’s business strategy and investment operations model.
• Oversee release planning, ensuring upgrades and new functionality are appropriately tested, validated, and deployed.
• Continuously monitor performance, usage, and value delivery from the system.
• Manage budget and commercials/contract with Dealcloud

Stakeholder Management

• Act as the primary liaison between business stakeholders, technology teams, and external providers.
• Partner with investment teams, investor relations, and operations to capture requirements and translate them into deliverable features.
• Provide senior-level communication on product performance, roadmap progress, and business impact.
• Manage expectations, resolve conflicts, and drive adoption across multiple stakeholder groups.

Vendor & Relationship Management

• Own the relationship with DealCloud and associated third-party providers.
• Lead vendor governance meetings, track SLAs, and escalate issues to ensure prompt resolution.
• Negotiate enhancements, support packages, and commercial terms where applicable.

Product Delivery & Development

• Oversee development of new CRM functionality (e.g., reporting, integrations, workflows).
• Ensure changes comply with Pantheon governance standards, including data security and regulatory requirements.
• Coordinate cross-functional product teams, including business analysts, developers, and testers.
• Manage risk and contingency planning for incidents, outages, or product changes.

Change & Adoption

• Champion the CRM platform internally, driving user adoption and embedding best practices.
• Oversee training, communication, and business readiness activities associated with system enhancements.
• Collect and analyse user feedback to inform future development priorities.

Governance & Escalations

• Serve as escalation point for system issues, ensuring timely resolution and minimal disruption to business operations.
• Define and monitor key product KPIs and success metrics.
• Contribute to Pantheon’s broader product operating model initiatives, working closely with other product owners across Treasury, AI services, and eFront.

Knowledge and Experience Required:

• Prior experience as a Product Owner / Product Manager within a private equity, private markets, or asset management environment.
• Direct hands-on experience with DealCloud (or equivalent CRM), ideally having led or played a major role in a system implementation at a comparable firm.
• Deep understanding of investment lifecycle processes, deal pipeline management, investor relations workflows, and fund operations.
• Strong knowledge of CRM system architecture, data governance, and integration with other platforms (e.g., portfolio monitoring, treasury, data warehouse).
• Proven experience in vendor relationship management and contract/SLA oversight.
• Proven experience in successfully managing, influencing & partnering with a variety of stakeholders
• Track record of leading cross-functional teams to deliver technology solutions in an agile, iterative manner.
• Demonstrated ability to manage escalations, mitigate risks, and deliver under pressure.
• Excellent communication skills, both written and verbal, with experience presenting to senior stakeholders
• Strong project management and organisational skills, including attention to detail
• Proficiency in MS Office (Excel, PowerPoint, Word); experience with Jira or similar agile delivery tools is advantageous.