Salesforce Project Manager

Job Description We are seeking a Salesforce Technical Project Manager to lead Salesforce enhancements and strategic initiatives across Wealth Management, Investor Services, and Fund Operations. This person will serve as the primary liaison between business stakeholders and technical teams, managing project intake, requirements, prioritization, delivery, testing, and releases. Unlike a traditional PM, this individual must be comfortable performing hands-on Salesforce for example, ability to set up a user, add/remove fields, add permissions structures via Copado for deployment. Other responsibilities will include but are not limited to:

• Own Salesforce intake, prioritization, and project delivery
• Partner with business stakeholders to gather and document requirements
• Manage project plans, sprint activities, and delivery timelines
• Coordinate development, QA, testing, and production releases
• Provide status reporting and executive communications
• Perform Salesforce administrative and configuration tasks
• Support data integrity, integrations, and platform enhancements
• Drive UAT efforts and ensure successful deployments

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Skills and Requirements

• At least 5+ years of Salesforce Project Management experience
• Hands-on Salesforce Administration experience
• Salesforce configuration experience (objects, fields, page layouts, workflows)
• Hands on experince with Copado or other similar technologies
• Strong stakeholder management and communication skills
• Experience gathering business requirements
• Partnership with Development and QA teams throughout the SDLC
• Must work East Coast hours and collaborate with offshore teams - Strong understanding of service clouds
• Salesforce Administrator and/or Platform App Builder Certification
• Previous Salesforce Developer experience
• Financial Services, Wealth Management, Investor Services, or Fund Operations experience
• Experience with integrations and data governance initiatives
• Experience supporting global teams across the U.S. and offshore locations Insight Global