We are seeking an experienced Salesforce Project Manager to lead strategic Salesforce initiatives across our organization. The ideal candidate combines strong project management expertise with hands-on Salesforce Administration skills, a solid understanding of the Salesforce suite of applications, and experience integrating Salesforce with third-party business systems.
This role requires someone who can bridge business needs and technical execution, guiding teams through planning, implementation, and adoption of scalable Salesforce solutions that drive measurable business value.
Key Responsibilities:
Project Management:
- Lead the full lifecycle of Salesforce projects from initial discovery and requirements gathering through deployment, adoption, and optimization.
- Define and manage project scope, timelines, budgets, and deliverables in alignment with business goals.
- Coordinate internal teams and external vendors or Salesforce partners to ensure successful project outcomes.
- Prepare and deliver clear, concise project documentation, status reports, and executive updates.
- Manage risk, dependencies, and change control processes across multiple concurrent projects.
Salesforce Administration & Configuration
- Serve as a Salesforce Administrator responsible for user management, security, permissions, roles, and sharing rules.
- Design and configure page layouts, flows, validation rules, process automation, and custom fields/objects.
- Ensure data accuracy, governance, and maintenance across Salesforce environments.
- Monitor system performance and support continuous improvement efforts.
Salesforce Integrations
- Oversee Salesforce integrations with third-party platforms, including Epicor Kinetic, marketing automation tools, and other business systems.
- Partner with developers or integration specialists to build and maintain APIs, middleware connections, and automation workflows.
- Troubleshoot and optimize integration performance, reliability, and data synchronization.
Business Analysis & Stakeholder Collaboration
- Engage with stakeholders to gather and document business requirements, translating them into functional Salesforce solutions.
- Identify process gaps and opportunities to improve efficiency through CRM automation and analytics.
- Develop user training materials and drive adoption across sales, service, and operations teams.
Technical Oversight (Preferred)
- Collaborate with Salesforce Developer on Apex, Lightning Web Components, and API-driven solutions.
- Participate in testing, UAT, and release management.
Required Qualifications:
- 5–7 years of experience in Salesforce project management or CRM systems delivery.
- Salesforce Certified Administrator (required).
- Proven success managing Salesforce implementations or enhancement projects in multi-cloud environments.
- Experience integrating Salesforce with Epicor Kinetic ERP or similar third-party enterprise systems.
- Familiarity with Sales Cloud, Service Cloud, and Experience Cloud.
- Strong organizational and stakeholder management skills, with experience leading cross-functional teams.
Preferred Qualifications:
- Salesforce Certified Platform Developer I or higher (preferred).
- Experience with middleware or integration tools.
- Knowledge of Agile/Scrum methodologies and project management tools.
- PMP, Scrum Master, or equivalent certification (a plus).
- Prior experience in manufacturing or ERP-integrated environments (strong plus).
- Hands-on knowledge of Salesforce Data Cloud (Customer Data Platform) and its use in data unification and activation.