Salesforce Project Manager

About Us

We are a leading global Salesforce consulting and technology services organization, recognized as a Salesforce Summit Partner with over 22 years of exclusive Salesforce expertise. Our team delivers innovative solutions across the Salesforce ecosystem, helping clients accelerate digital transformation, enhance customer experiences, and achieve business success.

About the Role

We are currently looking for a Salesforce Project Manager to join our growing Salesforce practice and play a key role in delivering innovative loyalty solutions for global clients.

Responsibilities

• Serve as the primary point of contact for clients and the internal team on a day-to-day basis for expectation management and delivery.
• Own the project, deliverables, and responsibility of ensuring items are completed, communicating directly with the client and internal stakeholders.
• Define project scope, goals, and deliverables that support business goals in collaboration with senior management and stakeholders.
• Develop full-scale project plans and associated communications documents, ensuring clear and consistent communication channels.
• Estimate the resources and participants needed to achieve project goals and oversee the project lifecycle using defined methodologies.
• Draft and submit budget proposals, update financial forecasts using SOW numbers and projections, and recommend subsequent budget changes where necessary.
• Plan, schedule, and track project timelines, milestones, and resources using appropriate tools, updating PSA Resource Forecasting weekly.
• Develop and deliver progress reports, proposals, requirements documentation, and presentations.
• Proactively manage changes in project scope, identify potential crises, and devise contingency plans, documenting all blockers, changes, and risks.
• Define project success criteria and disseminate them to involved parties throughout the project life cycle.
• Conduct project post-mortems and create recommendations report to identify successful and unsuccessful project elements.
• Maintain a centralized tracker for blockers accessible to the client, including due dates, responsible parties, and impact.
• Utilize tools such as Confluence for comments and meeting notes and ensure all project meetings are documented and necessary parties are notified.
• Build and own a mitigation plan for identified risks, managing escalations appropriately and escalating to the proper parties when needed.
• Collaborate with QA to plan and execute project demos, ensuring all project requirements are listed and completed before each sprint.
• Address any blockers with the internal team to keep the project on track, ensuring all team members have the necessary access to code, documentation, etc.
• Send out and walk through client status reports, summarizing project work, budget status, changes, risks, and action items.
• Understand cross-platform/project requirements and dependencies, collaborating independently with other Project Managers within a program.
• Conduct weekly internal steerco meetings to review concerns and issues with leadership and planning, overseeing the role if a Program Manager is in place.