Salesforce Delivery Lead

Insight Global; Pleasanton (CA); Presencial; USD 140.000 - 190.000; Jornada completa

Descripción de la vacante

Insight Global is seeking an experienced Delivery Lead / Program Manager to drive a large Salesforce reimplementation with downstream Workday Financials impact. You will coordinate across Finance, Business Technology, Product, and program teams to ensure priorities, risks, and testing stay aligned.

The ideal candidate is highly organized, proactive, and comfortable leading multiple workstreams in a fast-moving transformation with tight deadlines.

Formación

• 8+ years of program, portfolio, or delivery management experience with large-scale transformations.
• Experience managing Salesforce CRM implementations or reimplementations.
• Experience with Finance and ERP platforms; Workday Financials experience strongly preferred.
• Strong experience with Jira, Agile delivery practices, backlog management, and cross-functional coordination.
• Understanding of Finance processes and upstream/downstream system dependencies.
• Proven ability to manage multiple priorities, stakeholders, and workstreams simultaneously.
• Executive communication, facilitation, problem-solving, and escalation-management skills.
• Ability to operate independently and drive outcomes with limited direction.

Responsabilidades

• Lead integrated roadmap and delivery planning across multiple Finance and cross-functional workstreams.
• Establish and manage program priorities, milestones, dependencies, risks, decisions, and critical-path activities.
• Coordinate across Finance, Business Technology, Salesforce, Workday, and program teams to align and execute for finance.
• Facilitate planning sessions and scope changes, driving actions to closure.
• Maintain visibility into delivery progress, risks, and resource constraints; escalate when needed.
• Coordinate Finance readiness across releases, including testing, cutover, and stabilization activities.
• Support execution during quarter-end or year-end periods with constrained timelines and resources.
• Drive accountability across teams and identify gaps affecting Finance or delivery.
• Prepare executive summaries and presentations.

Conocimientos

Program management

Salesforce implementations

Workday integration

Jira

Agile delivery

Stakeholder management

Finance process knowledge

Cross-functional coordination

Herramientas

Jira

Workday

Salesforce

Descripción del empleo

Job Description

We are seeking an experienced Delivery Lead / Program Manager to support a large-scaleSalesforce reimplementation with significant downstream impact to Workday Financials andFinance operations. This role will provide end-to-end coordination across Finance, BusinessTechnology, Product, and program teams to ensure priorities, dependencies, risks, testing, anddelivery activities remain aligned.The ideal candidate is highly organized, proactive, and comfortable operating independently in acomplex, fast-moving transformation environment with multiple concurrent workstreams andtight deadlines.

Key Responsibilities

• Lead integrated roadmap and delivery planning across multiple Finance andcross-functional workstreams.
• Establish and manage program priorities, milestones, dependencies, risks,decisions, and critical-path activities.
• Coordinate across Finance, Business Technology, Salesforce, Workday, andprogram teams to drive alignment and timely execution for finance
• Facilitate cross-functional planning, working sessions, and scope change needs andensure actions and decisions are driven to closure.
• Maintain clear visibility into delivery progress, risks, resource constraints, and areasrequiring leadership escalation.
• Coordinate Finance readiness across releases, including testing, cutover, andstabilization activities.
• Support execution during critical Finance blackout and year-end periods wheretimelines and resource availability are highly constrained.
• Drive accountability across multiple teams while proactively identifying gaps thatcould impact Finance or program delivery.
• Prepare executive summaries and presentations.

Skills and Requirements

8+ years of program, portfolio, or delivery management experience supportinglarge-scale enterprise transformations.

• Demonstrated experience managing complex Salesforce/CRM implementations orreimplementations.
• Experience working with Finance and ERP platforms; Workday Financialsexperience strongly preferred.
• Strong experience with Jira, Agile delivery practices, backlog management, andcross-functional coordination.
• Understanding of Finance processes and upstream/downstream systemdependencies.
• Proven ability to manage multiple priorities, stakeholders, and workstreamssimultaneously.
• Strong executive communication, facilitation, problem-solving, andescalation-management skills.
• Ability to operate independently and drive outcomes with limited direction.
• Experience supporting major releases during quarter-end or year-end Financeperiods is highly desirable.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].