We are seeking a Salesforce Project Manager with proven experience in managing complex
Salesforce implementations. The Project Manager will be responsible for planning, executing,
and overseeing the end-to-end delivery of Salesforce solutions that improve operational
efficiency and client experience. This role requires strong leadership, project management
expertise.
Key Responsibilities
1. Project Planning and Execution
- Define project scope, goals, and deliverables in collaboration with stakeholders and create a
detailed project plan.
Manage all phases of the project lifecycle, including initiation, planning, execution,monitoring, and closure, ensuring the project remains on schedule and within budget.
Oversee project resources, assign tasks, and monitor performance, adjusting plans asnecessary to achieve project goals.
2. Stakeholder Management
Act as the primary point of contact for all project-related communications with stakeholders,including financial service executives, business users, and IT teams.
Facilitate regular status meetings and provide updates on project progress, risks, and issues.Ensure stakeholder expectations are managed and aligned.
Collaborate with business analysts, technical teams, and third-party vendors to ensure allrequirements are met and obstacles are resolved.
3. Risk and Issue Management
Identify potential risks and develop mitigation plans to minimize project impact. Maintain arisk and issue log, updating and escalating critical issues as needed.
Resolve project challenges proactively, ensuring issues are addressed swiftly to maintainproject momentum.
4. Budget and Financial Oversight
manage the project budget, tracking expenses and ensuring cost control measures are inplace.
Provide project status reports to senior management, highlighting budget variances5. Quality Assurance and Compliance
Oversee quality control throughout the project lifecycle, ensuring deliverables meet industrystandards and compliance requirements.
Work with the quality assurance team to define test strategies and facilitate user acceptancetesting (UAT), ensuring the final product meets business needs.
6. Resource and Team Management
Manage the project team, ensuring effective collaboration and communication. Mentor andguide team members to promote best practices in project delivery.
Monitor team performance and provide feedback, ensuring high productivity and morale.7. Project Documentation and Reporting
Maintain comprehensive project documentation, including project plans, meeting minutes,status reports, risk logs, and closure reports.
Use project management tools (e.g., Jira, Asana, MS Project) to track project progress andprovide real-time updates to stakeholders.
8. Change Management and User Adoption
Develop and implement change management strategies to promote the adoption ofSalesforce solutions among financial service teams.
Work closely with training teams to ensure end-users receive appropriate training andsupport for a smooth transition to the new system.
9. Communication and Reporting :
Generates and distributes weekly status reports to stakeholders.Communicates project updates, risks, and issues effectively to all relevant parties.Ensures clear and consistent communication channels are established and maintainedthroughout the project.
Requirements
Qualifications
What you will bring :
10+ years of PMO experience leading large technology implementations preferred.Competent in managing large programs / portfolio.
Proficient in understanding the platform, including its architecture, data model, features,and capabilities.
Expert in developing a comprehensive project plan and milestones.Expert in managing stakeholder relationships, providing regular project updates andresolving any issues that may arise, ensuring clear communication and understanding of
client needs.
Expert in allocating resources, managing vendor contracts, and providing regular financialreports to stakeholders and mitigating any financial risk.
Expert in using project management tools like MS Project Plan, Jira, MS Office Timelines.Leadership : lead internal and client teams across the program, drive key decisions,provide thoughtful leadership to clients, and drive and maintain key metrics across the
program (Forecast accuracy, Profitability , methodology and standards compliance).
Expert in maintaining key relationships with clients and building new relationships.Expert in identifying and expanding opportunities in the programs or expanding footprint
within client organizations.
Excellent collaboration and risk management skills.Experience working with cross-functional, globally distributed teams.Strong communication, presentation, and interpersonal skills with a user-centric approachto problem-solving.
Ability to travel as needed.PMP certification / Master or diploma in Project Management is preferred.Bachelor's degree and above is desirable.
Salesforce certifications, such as Salesforce Certified Administrator or Salesforce Certified
Project Manager, are highly desirable.
Project Management Skills
Strong knowledge of project management methodologies (Agile, Scrum, Waterfall) andexperience using project management tools (e.g., Jira, Trello, MS Project).
Proven ability to manage complex, multi-phase projects and deliver results within tightdeadlines.
Soft Skills
Excellent communication and interpersonal skills, with the ability to engage and influencestakeholders at all levels.
Strong problem-solving abilities, with a proactive and strategic mindset.Exceptional organizational skills, with attention to detail and a focus on results.Key Competencies
Problem Solving : Ability to assess challenges and develop strategic solutions.Attention to Detail : Ensuring the accuracy of requirements and data models.Customer Focus : Commitment to understanding client needs and delivering exceptionalservice.
Adaptability : Quickly adjusting to new tools, processes, or industry regulations.