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Salesforce Project Manager

3 months ago

Waltham, United States Curate Partners Full time

We are seeking an experienced Salesforce Project Manager to lead and oversee Salesforce implementation and optimization projects within our financial services organization. The ideal candidate will possess a robust background in project management, comprehensive knowledge of Salesforce platforms, and a proven track record of success in the financial industry. This role demands excellent leadership skills, a strategic mindset, and the ability to collaborate effectively with cross-functional teams to deliver innovative solutions that enhance business performance.

Key Responsibilities:

  • Project Leadership & Management:
  • Lead and manage Salesforce projects from inception to completion, ensuring they are delivered on time, within scope, and budget.
  • Develop and maintain detailed project plans, timelines, and documentation.
  • Coordinate internal resources and third parties/vendors for the flawless execution of projects.
  • Perform risk management to minimize project risks.
  • Stakeholder Engagement:
  • Serve as the primary point of contact for all project stakeholders.
  • Communicate project status, progress, risks, and issues to senior management and stakeholders.
  • Facilitate effective communication and collaboration among project team members, stakeholders, and senior management.
  • Solution Design & Implementation:
  • Collaborate with business analysts, developers, and other IT team members to design Salesforce solutions that meet business requirements.
  • Oversee the configuration, customization, and implementation of Salesforce applications.
  • Ensure solutions comply with best practices and align with the organization’s strategic goals.
  • Quality Assurance & Testing:
  • Develop and execute comprehensive test plans to ensure the quality and performance of Salesforce solutions.
  • Manage user acceptance testing (UAT) and coordinate with end-users to ensure solutions meet their needs.
  • Training & Support:
  • Develop and deliver training programs to ensure end-users are proficient in using Salesforce applications.
  • Provide ongoing support and troubleshooting for Salesforce-related issues post-implementation.

Required Qualifications:

  • Bachelor’s degree in Business Administration, Information Technology, or related field.
  • PMP or equivalent project management certification.
  • Minimum of 5 years of project management experience, preferably within the financial services industry.
  • Proven experience managing Salesforce implementation and optimization projects.
  • Strong knowledge of Salesforce products, including Sales Cloud, Service Cloud, and Marketing Cloud.
  • Excellent leadership, communication, and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work effectively in a fast-paced, dynamic environment and manage multiple projects simultaneously.
  • Experience with Agile and Waterfall project management methodologies.

Preferred Qualifications:

  • Salesforce certifications such as Salesforce Certified Administrator, Salesforce Certified Advanced Administrator, or Salesforce Certified Project Manager.
  • In-depth understanding of financial industry regulations and compliance requirements.
  • Experience with data migration and integration between Salesforce and other financial systems.
  • Proficiency in using project management software such as Microsoft Project, JIRA, or Trello.