Job Title: Salesforce Project Manager
Location : Toronto, ON (Hybrid – 3 days a week in the office)
Industry : Banking/Finance
Contract Type : Full-time / Contract
Overview: We are seeking a highly experienced Salesforce Project Manager (PM) to lead Salesforce implementation and enhancement projects for our banking client in Toronto. The ideal candidate will have a strong background in Salesforce CRM , project management in an agile environment, and experience working in the banking or financial services industry. This is a hybrid role that requires 3 days a week in the office, with flexibility for remote work the remaining days.
Key Responsibilities:
- Lead and manage Salesforce projects from initiation through to completion, ensuring they meet business objectives, timelines, and budgets.
- Collaborate with business stakeholders, IT teams, and third-party vendors to define project scope, requirements, and deliverables.
- Develop and maintain detailed project plans , timelines, and resource allocation.
- Oversee the Salesforce implementation process, including system configuration, customization, integration, and user training.
- Ensure Salesforce projects align with the organization’s business goals, regulatory requirements, and customer experience standards.
- Manage project risks, issues, and changes, and provide solutions to address challenges as they arise.
- Regularly communicate project status, milestones, and potential delays to senior management and stakeholders.
- Track and monitor the performance of Salesforce solutions post-implementation, ensuring continuous improvement.
- Provide guidance and leadership to project teams, promoting collaboration and ensuring deliverables meet quality standards.
- Implement agile methodologies (Scrum, Kanban) to ensure efficient project delivery.
Skills and Qualifications:
- 5+ years of experience in Salesforce project management , preferably within the banking or financial services industry.
- Proven track record of managing Salesforce implementations , enhancements, and integrations.
- Strong understanding of Salesforce CRM , including Sales Cloud, Service Cloud, Marketing Cloud, and other Salesforce products.
- Experience with agile methodologies and project management frameworks (Scrum, Kanban, etc.).
- Strong leadership, communication, and organizational skills.
- Experience with Salesforce integrations (API, middleware, third-party apps) is a plus.
- Strong analytical and problem-solving skills to address complex project issues.
- Ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment.
- Salesforce Certifications (e.g., Salesforce Certified Administrator, Salesforce Certified Platform App Builder, etc.) are preferred.
- Familiarity with JIRA , Trello , or similar project management tools.
- Knowledge of banking regulations and compliance issues related to CRM systems is an advantage.
Education & Experience:
- Bachelor’s degree in Computer Science , Business Administration , or a related field.
- 5+ years of experience in Salesforce project management , with at least 3+ years of experience managing large-scale projects.
- PMP, Scrum Master, or other project management certifications are an asset.