Investment CRM Product Owner
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About the Role
Investment CRM Product Owner
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Role Overview
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Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co-investments and secondary purchases, across private equity, real assets and private credit.
We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023).
Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.
For further details please visit www.pantheon.comPurpose 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.
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