Salesforce Delivery Lead — Transformation Program Manager

Insight Global; Pleasanton (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Program management

Salesforce implementations

Workday integration

Jira

Agile delivery

Stakeholder management

Finance process knowledge

Cross-functional coordination

Tools

Jira

Workday

Salesforce

Job description

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.