Salesforce Engagement Lead / Project Manager

TruSummit Solutions, LLC; Oregon; Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive salary (annual)

Performance bonus

Unlimited PTO

Medical, Dental, Vision insurance

Flexible working schedule

Employer-matching 401k

Job summary

TruSummit Solutions is seeking a Salesforce Engagement Lead/Project Manager to drive enterprise Salesforce implementation projects and ensure successful delivery for clients. You will collaborate with delivery managers to align with client objectives and best practices.

This role emphasizes leadership, strategy, and hands-on steering of projects across teams. The ideal candidate has 3+ years leading enterprise software projects, strong Salesforce experience, and proven ability to navigate

Qualifications

• Bachelor’s or Master’s degree in a relevant field (e.g., Business Administration, Computer Science, Project Management).
• 3+ years leading enterprise software implementation projects or managing a team of project managers.
• 3+ years in Professional Services Project Management.
• Proven leadership abilities to drive project success and manage teams through change.
• Experience with Salesforce implementations or related CRM systems.
• Strong stakeholder management and communication skills.
• Familiarity with Salesforce platform capabilities and best practices.
• Proficiency with Microsoft Office 365 (Excel, PowerPoint).
• Ability to work autonomously, manage multiple tasks, and handle ambiguity.

Responsibilities

• Serve as the primary lead on client projects and facilitate stakeholder engagement to ensure successful delivery.
• Develop and implement project management methodologies, standards, and processes to improve efficiency.
• Collaborate with delivery leads and senior management to achieve high client satisfaction.
• Align with TruSummit's Delivery Process framework within the PM team.
• Guide and support other project managers throughout planning, execution, and monitoring.
• Identify and mitigate project risks; resolve escalated issues promptly.
• Work with leadership to ensure projects contribute to strategic goals.
• Define and track KPIs; provide regular updates to leadership and clients.
• Lead and mentor project managers; support their professional growth.
• Coordinate with resourcing to plan and allocate staff for projects.
• Maintain strong relationships with stakeholders and manage expectations.
• Act as escalation point for resources and stakeholders.
• Role includes Remote/Telecommute work with up to 30% travel.

Skills

Leadership

Salesforce

CRM systems

Project management

Communication

Agile

Education

Bachelor or Master’s degree in a relevant field

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Who We Are

TruSummit Solutions is a young, energetic, fast-growing, results-based Salesforce Implementation Partner headquartered in Pittsburgh, PA. Our teams empower and educate our clients on the value and capabilities of Enterprise Applications with a major focus on Platform as a Service (PaaS). Through strategic consulting and business process modeling, we architect and build solutions that align directly with each of our customers' strategic business needs. As a women-owned and operated company, we do not shy away from diversity, we value it. Culture comes first, and this is guided by our core values. As a member of TruSummit we all align to each of the following core values:

• Collaboration - We work as a team, including client team members, to build the best solution.
• Commitment - We get the job done and get it done right.
• Aptitude - We are experts in what we do today and tomorrow.
• Passion - It's not just a job, it's why we get up in the morning.

The Role

As the Salesforce Engagement Lead/Project Manager, your primary role will be to lead Salesforce implementation projects and ensure successful delivery of Salesforce projects for our Clients. You will work closely with our professional services delivery managers to ensure efficient project execution, alignment with clients' business objectives, and adherence to the best practices set forth by Salesforce and TruSummit. Your responsibilities encompass driving project excellence and fostering collaboration across teams to achieve optimal outcomes.

RESPONSIBILITIES

• Serve as primary lead on client projects, project activities, and facilitate client stakeholder engagement to ensure successful execution and delivery.
• Develop and implement relevant project management methodologies, standards, and processes to enhance project efficiency and effectiveness.
• Work closely with delivery team leads and senior management to ensure high levels of client satisfaction.
• Align to and champion TruSummit's Delivery Process framework with the PM team.
• Provide expert guidance and support to project managers throughout the entire project lifecycle, including planning, execution, and monitoring, to ensure successful delivery of client projects.
• Identify, assess, and mitigate project risks, promptly resolving any escalated issues to minimize disruptions and maximize project outcomes.
• Collaborate closely with leadership to align TruSummit's strategic goals and objectives, ensuring project activities contribute to overall organizational success.
• Define and track key performance indicators (KPIs) for projects, providing regular reports and updates to leadership (internal and external).
• Lead and mentor project managers, fostering their professional growth through guidance, training, and constructive performance feedback.
• Work with resourcing manager(s) to conduct resource planning and allocation to optimize project staffing.
• Foster strong relationships with internal and external stakeholders, proactively managing expectations and ensuring effective communication throughout project lifecycles.
• Serve as an escalation point for project resources and stakeholders.
• Remote/Telecommute position with the ability to travel up to 30%

REQUIRED SKILLS & QUALIFICATIONS

• Bachelor's or Master's degree in a relevant field. (e.g., Business Administration, Computer Science, Project Management)
• 3+ years of experience leading enterprise software implementation projects or managing a team of project managers.
• 3+ years relevant industry experience in Professional Services Project Management
• Strong leadership abilities, with the capacity to drive project success and manage teams through change.
• Proven experience in project management, specifically with Salesforce implementations or related CRM systems.
• Demonstrated ability to quickly earn the trust of sponsors and key stakeholders, set direction and approach, resolve conflicts, deliver tough messages, and execute with limited information and ambiguity.
• General familiarity with Salesforce platform capabilities, features, and best practices
• Proficiency (routinely and comfortably uses) Microsoft Office 365 products, specifically Microsoft Excel, PowerPoint, etc.
• Excellent customer-facing skills, professional presence, and entrepreneurial attitude
• Knowledge and experience with formal delivery methodologies. (Agile, SCRUM, Waterfall)
• Strong written and verbal communication skills.
• Self-motivated, self-directed, highly organized, strong attention to detail.
• Ability to prioritize tasks, work on multiple assignments, and manage ambiguity

A few of our benefits:

• Competitive salary - reviewed annually
• Performance bonus
• Unlimited Paid time off
• Medical, Dental, and Vision insurance
• Flexible working schedule
• Employer-Matching 401k Retirement Plan
• Funding for each employee's professional development (Salesforce Certification, PMP, etc.)
• Reimbursement for health club memberships & internet/phone
• Certification exam bonus
• Life and disability insurance
• Company Laptop
• Charity & Volunteer Days
• Team celebrations and presidents club for all employees!

TruSummit Solutions is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. All applicants must be authorized to work in the United States.