The Role
Lead end-to-end Salesforce project delivery for voice-enabled contact center and Financial Services Cloud solutions. Manage scope, schedules, budgets, risks, dependencies, Agile ceremonies, vendors, and cross-functional teams. Provide technical oversight for architecture, integrations, data migration, security, configuration, development, testing, deployment, and hypercare. Coordinate business stakeholders and technical teams while ensuring Salesforce governance, regulatory compliance, KPI tracking, and continuous improvement.
Summary Generated by Built In
This is a remote position.
Overview :
We are seeking a Salesforce Technical Project Manager with strong experience in Salesforce Service Cloud Voice to lead the planning, execution, and delivery of voice-enabled contact center solutions. The ideal candidate will combine deep Salesforce platform knowledge with strong project management skills to drive successful implementations, coordinate cross-functional teams, and ensure high-quality outcomes aligned with business objectives.
Job Description:
* Lead end-to-end Salesforce project delivery including planning, execution, monitoring, and closure.
* Manage scope, schedule, budget, risks, and dependencies across multiple workstreams.
* Drive Agile ceremonies including sprint planning, backlog grooming, and retrospectives.
* Ensure alignment between business requirements and technical delivery.
* Provide technical oversight across Salesforce Financial Services Cloud, Sales Cloud, and Service Cloud implementations.
* Review solution architecture, integrations, data migration, and customization strategies.
* Collaborate with architects and developers to ensure scalable and secure solutions.
* Ensure adherence to Salesforce best practices and governance standards.
* Act as primary liaison between business stakeholders, IT teams, and leadership.
* Facilitate requirement workshops and solution discussions.
* Provide regular status updates, risk reports, and executive communications.
* Manage vendor and partner coordination if applicable.
* Oversee configuration and development activities including Flows, Apex, LWC, integrations, and security models.
* Ensure successful deployment planning and release management.
* Monitor testing cycles including SIT and UAT.
* Ensure production readiness and hypercare support.
* Support FSC implementations including customer 360, financial accounts, relationship models, and service processes.
* Drive sales pipeline management using Sales Cloud.
* Support service operations through Service Cloud case management and omnichannel capabilities.
* Establish delivery standards, coding best practices, and documentation governance.
* Track KPIs, SLAs, and project success metrics.
* Ensure compliance with security and regulatory requirements.
* Drive continuous improvement initiatives.
* Manage scope, schedule, budget, risks, and dependencies across multiple workstreams.
* Drive Agile ceremonies including sprint planning, backlog grooming, and retrospectives.
* Ensure alignment between business requirements and technical delivery.
* Provide technical oversight across Salesforce Financial Services Cloud, Sales Cloud, and Service Cloud implementations.
* Review solution architecture, integrations, data migration, and customization strategies.
* Collaborate with architects and developers to ensure scalable and secure solutions.
* Ensure adherence to Salesforce best practices and governance standards.
* Act as primary liaison between business stakeholders, IT teams, and leadership.
* Facilitate requirement workshops and solution discussions.
* Provide regular status updates, risk reports, and executive communications.
* Manage vendor and partner coordination if applicable.
* Oversee configuration and development activities including Flows, Apex, LWC, integrations, and security models.
* Ensure successful deployment planning and release management.
* Monitor testing cycles including SIT and UAT.
* Ensure production readiness and hypercare support.
* Support FSC implementations including customer 360, financial accounts, relationship models, and service processes.
* Drive sales pipeline management using Sales Cloud.
* Support service operations through Service Cloud case management and omnichannel capabilities.
* Establish delivery standards, coding best practices, and documentation governance.
* Track KPIs, SLAs, and project success metrics.
* Ensure compliance with security and regulatory requirements.
* Drive continuous improvement initiatives.
Requirements
Required Skills :
* Salesforce Financial Services Cloud
* Sales Cloud
* Service Cloud
* Experience Cloud (preferred)
* Salesforce security and data model
* Flows and automation
* Integration patterns (REST/SOAP, MuleSoft preferred)
Technical Skills
* Apex, LWC understanding (not necessarily hands-on coding)
* Data migration strategies
* DevOps and CI/CD processes
* API integrations
Project Management Skills
* Agile / Scrum methodology
* Risk and issue management
* Resource planning
* Estimation and budgeting
* Change management
Tools (Typical)
* Jira / Azure DevOps
* Confluence
* Git
* Copado / Gearset (preferred)
* MuleSoft (nice to have)
* Sales Cloud
* Service Cloud
* Experience Cloud (preferred)
* Salesforce security and data model
* Flows and automation
* Integration patterns (REST/SOAP, MuleSoft preferred)
Technical Skills
* Apex, LWC understanding (not necessarily hands-on coding)
* Data migration strategies
* DevOps and CI/CD processes
* API integrations
Project Management Skills
* Agile / Scrum methodology
* Risk and issue management
* Resource planning
* Estimation and budgeting
* Change management
Tools (Typical)
* Jira / Azure DevOps
* Confluence
* Git
* Copado / Gearset (preferred)
* MuleSoft (nice to have)
Experience Requirements :
* 10+ years IT experience
* 5+ years Salesforce delivery experience
* 3+ years project/program management experience
* Experience in Financial Services or Insurance domain preferred
* Salesforce Administrator
* Salesforce Financial Services Cloud Accreditation
* PMP / Scrum Master (preferred)
* Salesforce Sales or Service Cloud Consultant (nice to have)
Benefits
Diversity Inclusion:
At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career. Exavalu also promotes flexibility depending on the needs of employees, customers and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely.. We also have a welcome back program to help people get back to mainstream after a long break due to health or family reasons.
Skills Required
- 10+ years of IT experience
- 5+ years of Salesforce delivery experience
- 3+ years of project or program management experience
- Experience with Salesforce Financial Services Cloud
- Experience with Salesforce Sales Cloud
- Experience with Salesforce Service Cloud
- Knowledge of Salesforce security and data models
- Experience with Salesforce Flows and automation
- Knowledge of integration patterns, including REST and SOAP
- Understanding of Apex and Lightning Web Components
- Experience with data migration strategies
- Experience with DevOps and CI/CD processes
- Experience with API integrations
- Agile/Scrum methodology experience
- Risk and issue management experience
- Resource planning experience
- Estimation and budgeting experience
- Change management experience
- Salesforce Administrator certification
- Salesforce Financial Services Cloud Accreditation
- Experience with Jira or Azure DevOps
- Experience with Confluence
- Experience with Git
- Experience with Salesforce Experience Cloud
- MuleSoft experience
- Experience with Copado or Gearset
- Experience in financial services or insurance
- PMP or Scrum Master certification
- Salesforce Sales Cloud or Service Cloud Consultant certification
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The Company
What We Do
Exavalu leads the way in business and technology consulting and solution delivery, focusing on specialized digital transformation across the Insurance, Healthcare & Life Sciences, and Nonprofit industries. As an award-winning digital transformation advisor, we take pride in delivering leading-edge solutions to clients worldwide. Led by industry veterans and technology experts, we bring our deep understanding in customer experience, process automation, digital engineering, cloud, data and AI with a very strong industry core foundation. Drawing on our industry insights and technological acumen, we enable clients to drives growth, profitability, and cost optimization. We mitigate risks and elevate customer experience through our comprehensive suite of services, including strategic advisory, expert-led technology [build and maintenance], and best-in-class products and solutions. Our unwavering focus on understanding the industry's hard problems and finding the right solution has garnered recognition as the preferred ally for organizations seeking transformative growth.
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