Position: Salesforce Technical Project Manager
Shift Timing - 3.00AM - 12.PM PST (US Pacific Time)
Location: Chennai - Hybrid
About the role: Own the Salesforce product experience for Natera’s commercial and medical field teams. Translate Sales Operations, Medical Affairs, Compliance, and business needs into well-defined platform capabilities across Sales Cloud, Marketing Cloud, Service Consoles, and integrations with Org Service, SOS/Commerce, LIMS, and vendor partners. The goal is to enable field representatives and operations teams to complete territory, account, sales activity, order-support, marketing, and compliance workflows effectively within Salesforce, while maintaining clear system-of-record boundaries.
Discovery & Requirements:
Translate leadership requests and SFHELP pain points into BRDs, PRDs, product one-pagers, and HLR-backed epics with clear in-scope and out-of-scope definitions.
Map current-state processes such as people movement, quarterly territory planning, call logging, portal order support, and marketing workflows before defining the future state.
Gather and translate requirements across Sales Operations, Marketing, Medical Affairs, Compliance, and field teams.
Define acceptance criteria covering the data model, automation, UI, Lightning pages, access, reporting, and integrations.
Identify opportunities to leverage Salesforce Marketing Cloud for targeted communications, campaigns, customer engagement, and marketing automation.
Delivery Ownership:
Prioritize and sequence Salesforce work for internal teams and external vendors against portfolio and PMO intake.
Own sandbox → preprod → production release readiness, including scope, UAT plans, deployment guides, and technical handoffs.
Drive UAT, defect resolution, business sign-off, and production readiness.
Ensure Salesforce remains the appropriate user experience while maintaining clear system-of-record boundaries across Commerce, Org Service, LIMS, and other platforms.
Cross-Functional Facilitation:
Align Sales Ops, Marketing, RDs/field teams, Medical Affairs, Compliance, Org Service, Integration, Helpdesk, and Engineering.
Drive alignment on compliance gates, particularly No / Review scenarios.
Coordinate UAT, training materials, enablement communications, and go-live support across multiple business units.
Partner with technical leads and vendors to resolve functional and integration dependencies.
Salesforce Platform Product Judgment:
Determine when to enhance existing Salesforce patterns versus introducing new capabilities.
Evaluate solutions across Sales Cloud, Marketing Cloud, Service Cloud, Lightning apps/consoles, territory management, and Salesforce integrations.
Identify org drift, permission-set/profile impacts, record-type-specific UX risks, and integration dependencies before release.
Partner with technical leads on architecture and TDD options without owning Apex implementation.
Required Qualifications:
Minimum 7+ years of hands-on Salesforce experience, with strong experience in enterprise Salesforce environments.
Product Management experience in B2B SaaS, enterprise CRM, or Salesforce platforms.
Strong experience with Salesforce Sales Cloud.
Experience with Salesforce Marketing Cloud is required, including understanding of marketing automation, campaigns/journeys, segmentation, communications, and integrations.
Strong understanding of Salesforce data models, objects, relationships, record types, approval processes, permission sets, profiles, automation, and integrations.
Ability to create clear and concise PRDs, BRDs, user stories, HLRs, acceptance criteria, and product roadmaps.
Experience working with cross-functional stakeholders across Business Operations, Sales, Marketing, Compliance, Engineering, and IT.
Ability to work with technical teams on architecture and integration decisions without needing to write Apex.
Experience owning Salesforce releases from discovery and requirements through UAT, deployment, and production support.
Strong stakeholder management and communication skills.
Nice to Have:
Life Sciences, healthcare, diagnostics, or regulated-industry experience.
Salesforce vendor/SI delivery management experience.
Experience with Salesforce Marketing Cloud and Sales Cloud integration.
Familiarity with Lightning Apps/Consoles, CRM Analytics (CRMA), and Territory Management.
Experience with Salesforce Service Cloud.
Experience with Jira, Confluence, Git-backed Salesforce metadata, and release documentation.
Experience working with external Salesforce implementation partners/vendors.
Understanding of PHI, compliance, and regulated healthcare workflows.
Preferred Experience: