Salesforce Project Manager

4 weeks ago

Wilmington, Delaware, United States Rocket Lawyer Full time
About Rocket Lawyer

Rocket Lawyer is a leading online legal services platform that provides affordable and simple legal solutions to individuals and businesses. With a global presence and a team of experienced attorneys, we are committed to making legal services accessible to everyone.

The Role

We are seeking a highly skilled Salesforce Project Manager to join our Operations team. As a key member of our team, you will be responsible for developing and owning the Salesforce roadmap for our Support, Sales, and Fulfillment functions. You will work closely with our business unit leaders, Product Management, and technical teams to ensure seamless integration and delivery of our Salesforce implementation.

Key Responsibilities
  1. Define, manage, and own the SFDC roadmap for Support, Sales, and Fulfillment functions, including requirement definition, documentation, and prioritization based on user feedback and impeccable understanding of SFDC functionality and best practices.
  2. Unambiguously own all aspects of the implementation of changes, upgrades, new functionality, etc. in accordance with Rocket Lawyer processes while always seeking to evolve this process.
  3. Facilitate Salesforce design projects and ongoing optimization efforts.
  4. Maintain active understanding of our Salesforce configurations, including (but not limited to): Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, reports, and other as needed.
  5. Relentlessly evaluate current implementation, capabilities, and lead efforts to optimize external and internal customer experience, drive efficiency, and automation.
  6. Create a platform roadmap and define priorities via standing stakeholder meetings in which you create agenda, drive agreement, and socialize notes/outcomes/decisions.
  7. Serve as primary point of contact with 3rd party providers as needed.
  8. Own the communication of any platform changes to end users and stakeholders.
  9. Lead New user and ongoing user training.
  10. Support and facilitate definition of data model and lead efforts to improve and optimize Salesforce data quality, including partnership with constituent teams ensuring perfect alignment across ecosystem.
  11. Monitor and improve user adoption.
  12. Own technical and business process documentation.
  13. Working with integrated applications including Diapad, AirSlate, Rocket Lawyer databases, and third-party fulfillment integrations.
Requirements
  1. Strong Salesforce knowledge and at least 2+ years' of hands-on experience with both Sales and Service Cloud.
  2. A proactive attitude to platform enhancements.
  3. Designing scalable, best practice solutions.
  4. Business process documentation.
  5. Excellent relationship-building skills.
  6. Ability to liaise with stakeholders at all levels.
  7. Translating requirements into technical solutions.
  8. Experience in change management and governance.
  9. Training end users and key stakeholders.
  10. Technical documentation experience.
  11. Available and responsive to questions.
  12. Experience defining Salesforce configurations, including (but not limited to): workflows, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports.
Preferred Qualifications
  1. Experience in Operations/Sales/Fulfillment functions.
  2. Demonstrates continued personal/professional development.
  3. Active in the Salesforce community.
Benefits & Perks

Rocket Lawyer offers a comprehensive benefits package, including comprehensive health plans, unlimited PTO, competitive salary packages, life insurance, disability benefits, supplemental optional life insurance benefits, FSA options, HSA with company match, 401k program with company match, fertility assistance and planning options, Wellhub & ClassPass fitness platforms, comprehensive pet insurance options, financial wellbeing & student loan program access, access to additional mental health & wellbeing resources, and pre-tax commuter/transit benefits.

Rocket Lawyer is an Equal Opportunity Employer and welcomes applications from diverse candidates. We are committed to creating an inclusive workplace where everyone feels valued and respected. By applying for this position, your data will be processed as per Rocket Lawyer Privacy Policy.

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