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Project Manager - Salesforce Process & Delivery, Officer
senior · Technology / Software Development
We are seeking an experienced and results-driven Project Manager - Salesforce Process Management to lead Salesforce initiatives, collaborate with business stakeholders, and ensure successful delivery of projects and operational improvements. This role will bridge business and technology teams by driving requirement discussions, project planning, testing, deployment readiness, and user adoption. The ideal candidate will possess strong project management, business analysis, stakeholder management, and Salesforce delivery experience, with the ability to manage multiple initiatives while ensuring high-quality execution and measurable business value.
Key Responsibilities
Project Management & Delivery
Lead Salesforce projects from initiation through deployment and post-production support.
Develop and manage project plans, timelines, milestones, budgets, risks, dependencies, and deliverables.
Ensure projects are delivered on time, within scope, and aligned with business objectives.
Facilitate project governance, status reporting, steering discussions, and stakeholder communications.
Manage project risks, issues, escalations, and mitigation plans.
Business Analysis & Stakeholder Management
Partner with business stakeholders to understand business objectives, challenges, and improvement opportunities.
Lead requirement-gathering workshops, process discussions, clarification sessions, and solution reviews.
Analyze, document, and manage business requirements, functional specifications, user stories, and process flows.
Translate approved requirements into actionable project plans and delivery priorities.
Ensure requirements are clearly communicated, traceable, and understood by business and technical stakeholders.
Salesforce Solution Delivery
Collaborate with Salesforce Administrators, Developers, Architects, Business Analysts, and QA teams to deliver platform enhancements.
Review and prioritize enhancement requests, defects, and production support activities based on business value and urgency.
Support solution design discussions and ensure alignment with approved requirements and Salesforce best practices.
Coordinate the resolution of platform-related issues and cross-team dependencies.
Testing & Quality Assurance
Coordinate and oversee QA testing for Salesforce enhancements, projects, and releases.
Create, review, and maintain test plans, test scenarios, test cases, traceability, and test execution documentation.
Ensure business requirements are validated through SIT, UAT, regression, and production validation testing.
Facilitate defect triage, prioritization, tracking, and resolution using tools such as Jira or ServiceNow.
Facilitate UAT sessions, obtain business sign-offs, and confirm readiness for production deployment.
Release & Deployment Management
Coordinate release planning, deployment schedules, readiness reviews, and production validation activities.
Collaborate with development, QA, and business teams to ensure deployment prerequisites and approvals are completed.
Monitor deployment execution and support post-deployment smoke testing and issue resolution.
Maintain release notes, implementation plans, validation evidence, and deployment documentation.
Support change management, user communications, training, and adoption activities.
Data Management & Reporting
Coordinate data migration, data loading, data quality, and reconciliation activities.
Use reports, dashboards, KPIs, and performance metrics to monitor project health and operational outcomes.
Ensure data integrity and reporting accuracy across Salesforce applications.
Provide clear project status, risk, issue, and dependency updates to stakeholders and leadership.
Required Qualifications
Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field, or equivalent practical experience.
5+ years of project management experience, including delivery of Salesforce projects or business process initiatives.
Strong stakeholder management, business analysis, requirement gathering, and workshop facilitation skills.
Experience managing project timelines, risks, dependencies, budgets, testing, releases, and production support.
Knowledge of Salesforce Reports, Dashboards, Data Loader, data migration, and data quality processes.
Hands-on experience with project and ticketing tools such as Jira, ServiceNow, Azure DevOps, or similar platforms.
Excellent communication, presentation, leadership, analytical, and problem-solving skills.
Experience working in Agile, Hybrid, or Waterfall delivery environments.
About State Street
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