Salesforce Engagement Lead / Project Manager

Role Description

As the Salesforce Engagement Lead/Project Manager, your primary role will be to lead Salesforce implementation projects and ensure successful delivery of Salesforce projects for our Clients. You will work closely with our professional services delivery managers to ensure efficient project execution, alignment with clients' business objectives, and adherence to the best practices set forth by Salesforce and TruSummit. Your responsibilities encompass driving project excellence and fostering collaboration across teams to achieve optimal outcomes.

Responsibilities

• Serve as primary lead on client projects, project activities, and facilitate client stakeholder engagement to ensure successful execution and delivery.
• Develop and implement relevant project management methodologies, standards, and processes to enhance project efficiency and effectiveness.
• Work closely with delivery team leads and senior management to ensure high levels of client satisfaction.
• Align to and champion TruSummit’s Delivery Process framework with the PM team.
• Provide expert guidance and support to project managers throughout the entire project lifecycle, including planning, execution, and monitoring, to ensure successful delivery of client projects.
• Identify, assess, and mitigate project risks, promptly resolving any escalated issues to minimize disruptions and maximize project outcomes.
• Collaborate closely with leadership to align TruSummit's strategic goals and objectives, ensuring project activities contribute to overall organizational success.
• Define and track key performance indicators (KPIs) for projects, providing regular reports and updates to leadership (internal and external).
• Lead and mentor project managers, fostering their professional growth through guidance, training, and constructive performance feedback.
• Work with resourcing manager(s) to conduct resource planning and allocation to optimize project staffing.
• Foster strong relationships with internal and external stakeholders, proactively managing expectations and ensuring effective communication throughout project lifecycles.
• Serve as an escalation point for project resources and stakeholders.
• Remote/Telecommute position with the ability to travel up to 30%.

Qualifications

• Bachelor's or Master's degree in a relevant field (e.g., Business Administration, Computer Science, Project Management).
• 3+ years of experience leading enterprise software implementation projects or managing a team of project managers.
• 3+ years relevant industry experience in Professional Services Project Management.
• Strong leadership abilities, with the capacity to drive project success and manage teams through change.
• Proven experience in project management, specifically with Salesforce implementations or related CRM systems.
• Demonstrated ability to quickly earn the trust of sponsors and key stakeholders, set direction and approach, resolve conflicts, deliver tough messages, and execute with limited information and ambiguity.
• General familiarity with Salesforce platform capabilities, features, and best practices.
• Proficiency in Microsoft Office 365 products, specifically Microsoft Excel, PowerPoint, etc.
• Excellent customer-facing skills, professional presence, and entrepreneurial attitude.
• Knowledge and experience with formal delivery methodologies (Agile, SCRUM, Waterfall).
• Strong written and verbal communication skills.
• Self-motivated, self-directed, highly organized, strong attention to detail.
• Ability to prioritize tasks, work on multiple assignments, and manage ambiguity.

Benefits

• Competitive salary – reviewed annually.
• Performance bonus.
• Unlimited Paid time off.
• Medical, Dental, and Vision insurance.
• Flexible working schedule.
• Employer-Matching 401k Retirement Plan.
• Funding for each employee's professional development (Salesforce Certification, PMP, etc.).
• Reimbursement for health club memberships & internet/phone.
• Certification exam bonus.
• Life and disability insurance.
• Company Laptop.
• Charity & Volunteer Days.
• Team celebrations and presidents club for all employees!