Salesforce Project Manager

Own and facilitate Weekly Status Reviews (WSR) — preparing agenda, capturing minutes, tracking action items to closure, and distributing updates to all stakeholders within 24 hours.

Lead Steering Committee meetings — preparing executive-level briefing decks, presenting program health using RAG (Red/Amber/Green) status, and driving decisions on escalated risks and issues.

Chair Sprint Reviews, Sprint Planning, and retrospective ceremonies in coordination with the Scrum Master, ensuring business stakeholders are engaged and aligned.

Facilitate Executive Briefings and Client QBRs (Quarterly Business Reviews) with structured agendas, performance metrics, and forward-looking roadmaps.

Run cross-workstream dependency meetings, integration checkpoints, and go/no-go readiness reviews ahead of major milestones.

Maintain a stakeholder engagement plan mapping communication frequency, channel, and format to each stakeholder group.

Act as the primary escalation point for client and internal stakeholders — triaging issues, driving resolution, and communicating outcomes clearly.

Coordinate onboarding and offboarding of team members, managing resource transition documentation and knowledge handover.

Maintain accurate and up-to-date RAG (Red/Amber/Green) status across all project dimensions: Scope, Schedule, Budget, Resources, Risks, and Quality.

Produce weekly and monthly Project Status Reports (PSR) that are concise, data-driven, and audience-appropriate — executive summaries for sponsors, detailed updates for delivery leads.

Define and manage the project dashboard using tools such as Jira, Smartsheet, MS Project, or Salesforce’s own project management apps.

Track and report against project KPIs: sprint velocity, defect escape rate, UAT pass rates, deployment frequency, and milestone adherence.

Leverage AI tools (Claude, Copilot) to auto-summarize sprint data, generate status report drafts, and surface anomalies in project metrics.

Maintain a Change Request (CR) log — tracking scope changes, impact assessments, approvals, and budget adjustments through the formal change control process.

Produce a consolidated program-level view across workstreams (technical, functional, integration, data migration, training, hypercare) for leadership consumption.

Own and maintain the RAID Log (Risks, Assumptions, Issues, Dependencies) — ensuring each item has an owner, mitigation/action plan, target resolution date, and current status.

Produce and update the Risk Matrix — categorizing risks by probability and impact, assigning risk owners, and tracking mitigation actions to closure.

Maintain the Issues Register — escalating blockers with defined SLAs, tracking resolution progress, and documenting root cause analysis for significant issues.

Manage the Assumptions Log and Decisions Register — ensuring all project assumptions are validated over time and key decisions are documented with rationale and stakeholder sign-off.

Maintain comprehensive project documentation artefacts: Project Charter, Project Management Plan, Communication Plan, Resource Plan, and Release Plan.

Own the project’s WSJF (Weighted Shortest Job First) prioritization log in collaboration with the BA and Technical Lead.

Maintain the Lessons Learned repository, capturing insights at the end of each phase and sprint retrospective for continuous improvement.

Ensure all documentation is version-controlled, stored in the agreed repository (Confluence, SharePoint, or Salesforce Files), and accessible to the right stakeholders.

Use Claude or similar AI assistants to generate first drafts of risk mitigation plans, meeting minutes, and status narratives — reviewing and refining before distribution.

Manage project scope, schedule, and budget — maintaining the project baseline and tracking actuals against plan using Earned Value Management (EVM) principles.

Develop and maintain the Master Project Schedule (MPS) — including workstream timelines, critical path analysis, milestone dependencies, and resource allocation.

Lead the project through key delivery gates: Discovery sign-off, Design approval, Build completion, UAT entry/exit, Go-Live readiness, and Hypercare closure.

Coordinate resource planning across onshore/offshore delivery teams, managing utilization, allocation conflicts, and capacity forecasting.

Drive the Go-Live readiness checklist — ensuring all technical, functional, training, and operational readiness criteria are met before cutover.

Manage vendor and third-party dependencies — tracking SLAs, escalating delivery risks, and maintaining contractual compliance.

Own the Hypercare plan post go-live — defining support SLAs, tracking incident resolution, and planning the transition to BAU (Business as Usual) support.

5+ years of project management experience on Salesforce implementations or enterprise CRM/SaaS programs.

PMP (Project Management Professional), PRINCE2, or equivalent certification strongly preferred.

Proven track record managing WSR, Steering Committee, and executive reporting cycles on programs of M+ budget.

Expert proficiency in RAID log management, risk matrices, and project controls documentation.

Experience with agile and hybrid delivery methodologies — Scrum, SAFe, Waterfall, and blended approaches.

Strong working knowledge of Salesforce platform concepts: clouds, orgs, releases, deployment cycles — enough to have credible technical conversations.

Proficiency in project management tools: Jira, Confluence, Smartsheet, MS Project, or equivalent.

Exceptional written and verbal communication skills — able to adapt messaging from developer to C-suite.

Financial management experience: budget tracking, forecasting, invoice reconciliation, and resource cost modeling.

Experience managing multi-vendor, multi-geography delivery teams in onshore/offshore models.

Claude / ChatGPT: Generating status report drafts, meeting summaries, risk narrative text, and action item extraction from meeting transcripts.

Agentforce Awareness: Understanding agent-based automation capabilities to identify opportunities to streamline project admin tasks.

Copilot for M365: Using AI-assisted drafting in Word, PowerPoint, and Teams for project communications and executive decks.

Jira / Confluence AI: Automated sprint summaries, backlog insights, and document generation.

Data Analysis: Using AI tools to surface trends in project velocity, defect rates, and risk exposure from project data.

Healthcare: Understanding of HIPAA compliance timelines, clinical system integration dependencies, regulatory submission milestones, and patient data governance constraints on project planning.

Hi-Tech: Fast-paced release cycles, global rollout complexity, partner portal launch coordination, and multi-region compliance checkpoints.

Manufacturing: ERP integration dependencies (SAP, Oracle), plant go-live sequencing, change management complexity, and operational readiness in production environments.

Salesforce certifications: Admin, Business Analyst, or Project Management app experience.

CSM (Certified Scrum Master) or SAFe Agilist certification.

Experience with Copado, Gearset, or Flosum release management — understanding deployment pipelines from a governance perspective.

Familiarity with CRM Analytics / Tableau for building self-serve project health dashboards.

MBA or equivalent advanced business education.