Workflow Process Project Manager

Title: Workflow Process Project Manager (Salesforce, Smartsheet)
Direct Hire Opportunity
No Sponsorship
Onsite

The Workflow Process Project Manager is responsible for identifying and improving business processes across multiple cross-functional teams, with a focus on reducing inefficiencies, mitigating risk, and supporting scalable growth. This role sits at the center of operations, partnering with teams including Account Management, Credit, Legal, Accounting, and Finance to streamline workflows from deal initiation through onboarding and ongoing support.
This individual will lead process improvement initiatives, manage projects, and collaborate with IT and systems teams (including Salesforce) to design, implement, and optimize solutions. The role requires a strong critical thinker who can understand how systems and processes connect, ask the right questions, and drive improvements that enhance accuracy, efficiency, and overall business performance. This role directly impacts the business's efficiency by improving workflows that support customer onboarding, deal execution, and ongoing operations. Success in this role will drive measurable improvements in onboarding timelines, deal cycle time, productivity, and error reduction.

Requirements

• Bachelor's degree or equivalent work experience
• ~3-5+ years of experience in business operations, process/continuous improvement, or project management
• Strong process thinking with the ability to understand end-to-end workflows across multiple business functions
• Experience managing projects and driving execution (not just strategy)
• Exposure to systems such as Salesforce (user-level understanding required; deep technical expertise not required)
• Experience with tools such as Smartsheet, Microsoft Office Suite, Power BI, or reporting tools is a plus
• Strong analytical and problem-solving skills with attention to detail and data accuracy
• Excellent communication skills with the ability to work across departments and influence stakeholders at multiple levels
• Self-starter with a high level of curiosity, ownership, and willingness to learn

Responsibilities

• Identify process gaps, inefficiencies, and risk areas across workflows and partner with business stakeholders to design and implement improvements
• Lead project management efforts for process improvement initiatives, including planning, coordination, and execution (Smartsheet or similar tools)
• Work cross-functionally with Account Management, Credit, Legal, Accounting, Finance, and IT teams to map current and future state processes
• Collaborate with IT and systems teams to support automation and system enhancements (including Salesforce), ensuring processes are scalable and "error-proof"
• Evaluate and strengthen controls within workflows to reduce manual errors and improve data accuracy across systems
• Support automation efforts (e.g., contract workflows, onboarding processes) with a focus on improving efficiency and consistency
• Develop and implement structured processes that ensure appropriate review, approvals, and accountability across stakeholders
• Assist in defining and tracking KPIs to measure process effectiveness, including onboarding timelines, cycle times, productivity, and error reduction
• Support change management efforts, including communication, training, and user adoption across impacted teams
• Monitor post-implementation performance and continuously refine processes based on feedback and data

Ideal Candidate Profile

• Thoughtful, detail-oriented, and not afraid to ask questions
• Strong critical thinker who can connect systems, processes, and business outcomes
• Comfortable working in a fast-paced, cross-functional environment with evolving processes
• Able to balance structure and flexibility while driving projects forward
• Background in retail operations, process improvement, legal, or execution-focused consulting preferred