Project Manager - Salesforce CRM Implementation

Who We Are

We’re a technology-driven financial services company committed to making financial inclusion count for millions of Nigerians. Through innovation and customer-centric solutions, we provide lending, savings, payments, and other financial products that help individuals and businesses thrive.

The Position

We are seeking an experienced and commercially astute Project Manager to lead the end-to-end implementation of Salesforce CRM across the business.

This role will drive the full lifecycle of the Salesforce deployment, including solution design, stakeholder alignment, system integration, implementation, adoption, and optimization. A key focus will be ensuring seamless integration between Salesforce, Rencore, and Mambu to support customer management, loan origination, deposit onboarding, and card product workflows.

As the Salesforce Champion, you will work closely with business and technology teams to deliver a platform that drives operational efficiency, customer experience, and business growth.

Responsibilities

Salesforce Project Delivery

• Lead full lifecycle Salesforce implementations and enhancements—from requirements gathering and solution design through configuration, integration, testing, data migration, training, go-live, and post-go-live optimization.
• Develop and manage detailed project plans, timelines, budgets, resource plans, and risk registers using Agile, Waterfall, or hybrid methodologies.
• Serve as the Salesforce Implementation Champion by building executive sponsorship, driving cross-functional alignment, and promoting user adoption across departments.
• Work closely with Salesforce architects, developers, administrators, and external implementation partners to deliver high-quality solutions.
• Facilitate workshops, process mapping, gap analysis, and requirements sessions to translate business needs into effective Salesforce configurations and automations.
• Lead change management, communication plans, and training programs to maximize user adoption and minimize resistance.
• Manage project budgets, vendor relationships, and resource allocation to deliver projects on time and within budget.
• Deliver the Salesforce CRM implementation aligned to business goals across the Loans, Deposits, and Cards business lines.

Project Planning & Governance

• Develop and maintain a comprehensive project plan covering scope, milestones, resource allocation, risk management, and budget tracking.
• Establish governance structures including steering committee meetings, working groups, and cross-functional status reviews.
• Monitor and report project health metrics including RAG status, issue logs, dependency maps, and change control.
• Apply structured project management methodologies appropriate to the implementation context.

Systems Integration & Technical Oversight

• Lead the design and delivery of the Salesforce → Rencore → Mambu integration model.
• Define data flow specifications, field mapping, and API integration requirements with architects and integration teams.
• Define and validate condition-based triggers governing when customer information is propagated into Mambu.
• Oversee data migration, system integrations, and quality assurance activities.
• Coordinate User Acceptance Testing (UAT), System Integration Testing (SIT), and regression testing cycles.

Product Workflow Delivery

• Oversee Salesforce workflow design and configuration for Loans, Deposits, and Cards product lines.
• Ensure workflows align with regulatory, compliance, and operational requirements.
• Support:
1. Loans: Lead capture, credit application intake, document collection stages, underwriting handoff, and disbursement triggers.
2. Deposits: Account opening workflows, customer onboarding journeys, compliance documentation, and activation conditions.
3. Cards: Card application management, eligibility checks, approval workflows, and fulfilment integration.

Customer & Lead Data Management

• Define data governance standards for customers and lead information managed within Salesforce, including mandatory fields, data quality rules, and lifecycle stages.
• Establish validation frameworks that determine when a lead record matures into a customer profile eligible for downstream system population.
• Ensure the integrity and completeness of data migrated or created in Salesforce, with traceability into Rencore and Mambu.

Stakeholder & Change Management

• Serve as the primary point of accountability for all Salesforce implementation workstreams with internal and external stakeholders.
• Manage relationships with implementation partners, Rencore technical teams, and Mambu integration support.
• Lead organisational readiness activities, including training programmes, process documentation, and adoption tracking.
• Proactively manage stakeholder expectations and escalate risks or blockers through appropriate governance channels.

Compliance & Regulatory Alignment

• Ensure the implementation adheres to NDPR and applicable regulatory requirements.
• Collaborate with Compliance and Legal teams to ensure AML, KYC, and credit risk requirements are embedded within workflows.
• Ensure audit trails are built into Salesforce configurations to support regulatory reporting and audit requirements.

What You Bring

Education & Experience

• Bachelor’s degree in computer science, Information Systems, Business Administration, or a related field; Master’s degree is an advantage.
• Minimum 7 years of project management experience, with at least 3 years managing CRM or enterprise software implementations.
• Proven track record delivering Salesforce implementations in complex, multi-stakeholder environments.
• Demonstrated experience managing system integration projects involving multiple platforms, APIs, and data pipelines.
• Experience in financial services or fintech, with knowledge of core banking concepts, loan origination, deposit management, or card processing.
• PMP, PRINCE2, SAFe, or equivalent project management certification required.

Technical Expertise

• Strong knowledge of Salesforce platforms including Sales Cloud, Service Cloud, or Financial Services Cloud.
• Experience managing integration architecture, APIs, data migration, and data quality initiatives.
• Familiarity with Mambu or similar cloud-native core banking platforms.
• Proficiency with project management tools such as JIRA, MS Project, Asana, and Confluence.

Preferred Qualifications

• Salesforce Administrator or Salesforce Project Management certification.
• Experience working in regulated financial services environments.
• Knowledge of CBN regulatory frameworks.
• Experience supporting large-scale digital transformation programmes.

This Job Is Perfect For You If You

• Have successfully delivered enterprise CRM implementations from planning through deployment.
• Can balance business priorities, technical requirements, and stakeholder expectations.
• Thrive in complex, cross-functional environments.
• Have strong systems thinking and integration experience.
• Are highly organized, commercially minded, and delivery focused.

What's In It For You

• Lead a high-impact digital transformation programme at the heart of the business.
• Partner with senior leaders across Technology, Operations, Product, and Commercial teams.
• Gain exposure to Salesforce, core banking integration, and large-scale fintech transformation initiatives.
• Competitive compensation and benefits package.
• Opportunity to make a lasting impact in a fast-growing, technology-driven financial services organisation.