Job Summary:

The Product Owner will lead our technology transformation, guiding the organization off its current custom CRM and onto modern enterprise platforms built to scale. The Product Owner will serve as our ongoing technical product authority, ensuring the organization continually evaluates and adopts technology that meets evolving business needs long after the initial transition is complete.

This is a highly technical, strategic role. The Product Owner defines the product vision, owns requirements, and serves as the primary technical liaison to our external development vendor. Final platform and investment decisions are made in partnership with executive leadership. The Product Owner will work cohesively with the Sr. Technology and Operations Lead who serves as the project execution lead responsible for timelines, sprint coordination, and day-to-day delivery management.

TECHNOLOGY TRANSFORMATION & PLATFORM STRATEGY

• Lead the evaluation and selection of new enterprise software platforms to replace the current custom CRM, applying deep knowledge of the vendor landscape to identify solutions that meet current needs and that will continue to scale with future growth

• Define the technical architecture and integration strategy for new platforms in partnership with the external development team, escalating platform and investment decisions to executive leadership for final approval

• Translate organizational requirements into a phased implementation roadmap, with clear milestones and success criteria

• Maintain an ongoing technology roadmap beyond initial implementation while continuously assessing emerging tools and platforms to ensure the organization remains on modern, effective systems

• Champion the adoption strategy and partner with the Sr. Technology & Operations Lead on execution to minimize disruption

PRODUCT OWNERSHIP & TECHNICAL REQUIREMENTS

• Serve as product owner across all technology initiatives, owning the technical scope, priorities, and product decisions in alignment with executive direction

• Gather and analyze business and user needs across all stakeholder groups, translating them into clear, actionable product requirements

• Define system objectives and scope, ensuring every initiative maps directly to organizational goals

• Author detailed technical documentation for the external development team, including functional specifications, release notes, and platform configuration requirements

• Set product priorities and manage trade-offs, ensuring the right technical work is always in flight

• Identify process and technology gaps, recommending enterprise best-practice solutions informed by hands-on experience

• Communicate product priorities and sequencing decisions with clear context on scope and stakeholder expectations.

EXTERNAL VENDOR & DEVELOPMENT PARTNER MANAGEMENT

• Serve as the primary technical liaison with our external development company (Soliant), owning all technical communication, requirements delivery, and feature design direction

• The Sr. Technology & Operations Lead serves as Soliant’s day-to-day coordination contact for scheduling and operational logistics; the Product Owner is Soliant’s primary point of contact for all technical requirements, product decisions, and feature direction

• Drive delivery accountability and set clear expectations, critically evaluate estimates, and ensure code and features are delivered to spec

• Collaborate with the Sr. Technology & Operations Lead on deployment prioritization, budget tracking, and overall vendor engagement

• Identify and resolve technical delivery blockers quickly, escalating when necessary to protect momentum

QUALITY ASSURANCE & DELIVERY

• Define and enforce technical quality standards, ensuring production readiness before any deployment

• Lead UAT planning and execution in coordination with internal stakeholders, validating that delivered features meet defined requirements

• Partner with the Sr. Technology and Operations Lead on internal rollout coordination and change management for new systems and features

REQUIRED QUALIFICATIONS

Experience & Background

• 7–10 years in a Product Owner, Business Analyst, or technology program leadership role required

• Demonstrated experience leading enterprise software evaluations and implementations, including CRM or ERP platform transitions

• Proven track record managing external development vendors or technology partners, with direct accountability for technical delivery

• Strong enterprise-level software experience operating in complex, multi-system environments

• Familiarity with Agile/Scrum methodologies and working alongside iterative development teams

Technical Skills & Competencies

• Deep understanding of enterprise software architecture and integration patterns

• Ability to critically evaluate technical specifications, vendor proposals, and development estimates

• Skilled at authoring functional requirements and technical specifications that bridge business needs and developer execution

• Proficiency with project management and product tooling (Jira or equivalent)

• Strong analytical instincts able to quickly assess a system, identify gaps, and recommend grounded solutions

• AWS experience preferred

Leadership & Communication

• Exceptional communicator, fluent with both executive stakeholders and development teams, able to translate between them

• Strong sense of ownership and accountability who treats outcomes as a personal responsibility

• Clear, direct, and decisive comfortable making difficult trade-off decisions and escalating appropriately

• Nimble and adaptable and able to manage ambiguity and shifting priorities without losing momentum

Physical demands:

• Prolonged periods of sitting at a desk and working on a computer.

Work environment: Remote

Benefits and Perks

• Competitive compensation
• Flex PTO with generous holiday schedule
• 401k with outstanding 4% company match
• Long-term, short-term disability and life insurance
• Comprehensive health, dental and vision benefits
• 10 Weeks Paid Parental Leave
• Monthly technology stipend
• Professional development funds

Other duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Lead Surge is a remote company based in the Boston area. Remote applicants in CST or EST timezones will be considered. Lead Surge strives to ensure a diverse and inclusive workplace where all individuals are treated with respect and dignity. We are committed to creating an environment free from discrimination and harassment, and we celebrate the unique perspectives and backgrounds that each team member brings to our organization. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

About Lead Surge

Lead Surge is a scaling advertising agency. We specialize in B2C direct response lead generation. On our way to our 15th year in business, we are grateful for our continued growth and success.

As a Direct Response Ad Agency that specializes in home improvement, we track the response rate for every single ad that we run; every TV, digital, and print ad needs to generate a certain number of leads for the ad to be cost-effective. Cost-effective, qualified, converting leads are always our goal!