[Hiring] Sales Data Product Owner @Brown & Brown Insurance

Role Description

The Sales Data Product Owner is responsible for defining, prioritizing, and enabling trusted enterprise data and insight products within the gold layer of the medallion architecture, with a strong focus on the Sales domain. This role translates sales leadership, producer, CRM, pipeline, revenue, cross-sell, account-rounding, and forecasting needs into a clear product vision, roadmap, prioritized backlog, acceptance criteria, and adoption plan that support executive reporting, operational sales insights, producer performance management, and self-service analytics.

The role partners closely with sales leadership, Sales Operations, producers, account teams, platform engineering teams, BI development teams, data governance, and downstream consumers to ensure Sales-domain data products are valuable, usable, accurate, well-documented, scalable, and aligned to enterprise data standards.

The role requires product ownership discipline, domain fluency, stakeholder management, prioritization skills, and the ability to connect sales activity, opportunity progression, producer hierarchy, book-of-business segmentation, CRM adoption, and revenue outcomes to measurable business value.

Qualifications

• 3+ years of experience in data product ownership, product management, analytics product management, data analytics, sales operations analytics, CRM analytics, revenue analytics, or related roles; senior roles may require 5+ years.
• Experience managing a product roadmap, prioritized backlog, user stories, acceptance criteria, release planning, stakeholder communications, and adoption activities for data, analytics, or business intelligence products.
• Strong understanding of analytical data platforms, SQL concepts, data modeling, data quality, reporting architecture, and the data product lifecycle.
• Experience owning or enabling reporting datasets, analytical data structures, business-facing data products, dashboards, scorecards, or self-service analytics capabilities.
• Experience working with Sales-domain concepts such as opportunities, pipeline stages, closed-won revenue, producer performance, sales goals, first appointments, hit ratio, cross-sell, account rounding, CRM activity, book-of-business segmentation, and sales leader reporting.
• Experience with Salesforce, Microsoft Dynamics, CRM data models, sales dashboards, producer scorecards, CRM adoption metrics, or related sales enablement reporting is strongly preferred.
• Understanding of data quality, documentation, testing, reconciliation, and requirements validation practices.
• Ability to work with business stakeholders to clarify needs, make prioritization decisions, validate outcomes, explain tradeoffs, drive adoption, and ensure analytical products deliver measurable business value.
• Strong problem-solving and decision-making skills with the ability to investigate data issues, assess business impact, coordinate remediation, and balance short-term stakeholder needs with long-term product scalability.
• Clear communication skills with the ability to explain product direction, metric logic, roadmap priorities, release decisions, data limitations, and analytical findings to both technical and non-technical audiences.

Requirements

• Define and maintain the Sales data product vision, strategy, roadmap, outcomes, release priorities, and value measures in partnership with sales leadership, Sales Operations, data engineering, BI, governance, and business stakeholders.
• Own the prioritized backlog for Sales-domain datasets and insight products that integrate CRM activity, opportunities, producer hierarchy, book-of-business attributes, sales goals, revenue results, and reference data across platforms such as Salesforce and Microsoft Dynamics.
• Translate business problems, stakeholder needs, and reporting requirements into product features, user stories, acceptance criteria, standard metric definitions, release plans, and enablement materials that support executive reporting, operational insights, and stakeholder decision-making.
• Define and steward Sales-domain metrics and analytical capabilities for closed-won revenue, open pipeline, first appointments, hit ratio, pipeline per producer, producer scorecards, sales attainment, CRM adoption, and sales leader dashboarding.
• Partner with upstream bronze and silver layer engineering teams to define source requirements, transformation rules, data quality expectations, service-level needs, and delivery dependencies required to support the Sales data product roadmap.
• Prioritize enhancement requests, defects, technical debt, adoption needs, and stakeholder escalations based on business value, risk, feasibility, urgency, and alignment to Sales-domain outcomes.
• Lead data validation and product acceptance by coordinating reconciliation, metric review, stakeholder signoff, defect triage, root cause investigation, and readiness decisions before release.
• Coordinate resolution of Sales-domain data quality issues, including inconsistent producer mappings, CRM source alignment, missing opportunity records, stale reference data, manual spreadsheet dependencies, and reporting discrepancies surfaced through sales dashboards or business feedback.
• Create and maintain product documentation, including business requirements, user stories, metric definitions, data lineage summaries, decision logs, release notes, known limitations, adoption materials, and stakeholder signoff records.
• Partner with BI, analytics, engineering, and business teams to ensure dashboards, reports, analytical views, and consumption experiences are aligned to standard definitions, user needs, product priorities, and Sales-domain decision workflows.
• Own adoption and continuous improvement for sales enablement products such as Sales Insights dashboards, producer scorecards, Get Sales Done reporting, Pedal to the Metal reporting, Digital Bluebook sales views, and future sales-agent recommendations delivered through Teams, email, CRM, or other enterprise channels.
• Lead release readiness, launch communications, stakeholder enablement, adoption tracking, and post-release feedback loops for Sales-domain data and analytical products.
• Ensure Sales-domain data products comply with enterprise standards for data quality, security, traceability, privacy, access control, governance, documentation, and responsible use.
• Communicate product status, roadmap progress, delivery risks, adoption results, metric changes, data limitations, and value realization to stakeholders and leadership in a clear, actionable manner.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Company Description

Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.