Business Relationship Program Project Manager (Salesforce)

We are seeking a highly organized and experienced Business Relationship Program Project Manager to lead and manage our Salesforce projects. The ideal candidate will have a strong background in Salesforce implementations project management methodologies and excellent communication skills. This role is highly impactful and accountable for ensuring the successful delivery of Salesforce solutions and in time other enterprise applications that align with our business objectives and enhance our overall customer engagement strategy.

Key Responsibilities:

Project Planning & Execution:

• Lead the planning execution and delivery of Salesforce projects from initiation to closure.

• Develop detailed project plans including scope timeline resources and budget.

• Monitor and report on project progress risks and issues ensuring timely resolution.

• Coordinate with internal departments and external vendors to ensure project deliverables are met on time and within budget.

Stakeholder Management:

• Collaborate with key stakeholders including business leaders IT teams and end-users to gather requirements and align project objectives.

• Facilitate communication between stakeholders providing updates on project status and changes.

Technical Oversight:

• Work closely with Salesforce developers and administrators to ensure technical feasibility and adherence to best practices.

• Assist in the identification and evaluation of new Salesforce features and functionalities that can enhance business processes.

Change Management:

• Adopt change management processes to support Salesforce changes into production future implementation and regulatory compliance.

• Facilitate training sessions and create the necessary documentation to guide users through system changes.

Risk and Issue Management:

• Identify potential risks and issues that may impact project delivery and develop mitigation strategies.

• Monitor project progress and address challenges proactively to keep the project on track.

Quality Assurance:

• Ensure that project deliverables meet quality standards and business requirements.

• Conduct project reviews and retrospectives to identify lessons learned and opportunities for improvement.

Performance Tracking:

• Track project performance against established KPIs and metrics providing regular reports to management.

• Conduct post-project evaluations to identify lessons learned and opportunities for improvement.

Budget Management:

• Manage project budgets and ensure that resources are allocated efficiently.

• Track expenses and report on budget adherence and any variances.

Requirements:

• Bachelor’s degree in business administration Information Technology or related field; PMP Agile or Scrum certification is a plus.

• 6+ years of experience in project/program management with at least 4 years working with Salesforce implementations.

• Strong understanding of Salesforce products processes features and best practices.

• Proven experience in leading cross-functional teams and managing multiple projects simultaneously.

• Excellent communication leadership and interpersonal skills.

• Strong analytical and problem-solving skills with the ability to make data-driven decisions.

• Familiarity with project management tools (e.g. Jira Trello or Microsoft Project) and Salesforce tools (e.g. Salesforce Lightning Apex etc.).

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004 CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies asset managers and hedge funds to asset owners like corporations endowments and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow fueled by a strong foundation an ambitious vision and a commitment to delivering exceptional value to our clients partners and team members around the world. What started as a bold idea in Boise Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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