SFDC Project lead

| Boston, MA, USA
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Vertical Relevance is looking for a Salesforce Project Manager to join our team as a full-time employee. The Salesforce Project Manager is responsible for working with the client and VR’s team, Project reporting, governance, and transparency are also essential and must be demonstrated through previous projects and success—Experience with Salesforce, Wealth Management Products, and Platform.

  • Attention to detail and an ability to convey relevant information at summary and detailed levels are key factors to success in this role. 
  • Candidates for this role should have experience working within an investments/wealth organization and display an understanding and appreciation for the complexities therein and the underlying data is very desirable.
  • Collaborate with the Product Owner (PO) and Tech Owners (TO) to identify, summarize, and capture the Product Vision, Roadmap, and Backlog
  • Define and manage the Product Roadmap in JIRA: Idea to Initiative to EPIC to User Story.
  • Partner with PO and TO on monthly progress updates to present at the Functional Lead meeting.
  • Plan, facilitate, and summarize new Product Increment planning events (done each quarter).
  • Help manage risks and dependencies crossing workstreams.
  • Escalate and track impediments crossing workstreams.
  • Provide input on resourcing to address critical bottlenecks.
  • Work with the Enterprise Management Office (EPO) on program execution and operational excellence.
  • Understand and operate within Budgets and complete monthly forecasts.
  • Drive relentless improvement via Inspect and Adapt workshops; assess the agility level of the Release Train and help them improve.
  • Provide Dashboard reporting to PO for bi-monthly Business Product Updates meeting.
  • Will be required to drive developing business requirements, process flows, use cases, test plans, and other work stream-related activities and artifacts.
  • Leads and manages all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling.
  • May contribute and/or lead vendor relationship management for project-related vendors and coordinate initial contracts, contract renewals, and addenda to contracts with key project vendors.
  • Keeps project governance up to date and reports on projects as per PWM PMO standards and contributes to their incremental improvement.
  • Monitors project and program execution and escalates project risks and issues early.
  • Facilitates adoption of business process changes and leads project team and stakeholders through effective change management.
  • Develops detailed training, communication and rollout plans and manages business process changes.
  • Leads integration of multiple upstream and downstream data interfaces.
  • Manages time bound regulatory compliance projects impacting critical business functions.


  • 10+ years of strong project management skills and relevant experience in a PMO environment.
  • 10+ years Management Consulting experience.
  • Experience with Salesforce, Wealth Management Products and Platform.
  • Senior management related leaderships skills.
  • Requires experience in both waterfall and agile methodologies.
  • Experience executing enterprise-level projects and/or product management.
  • Excellent communication skills, Proven leadership, relationship management, problem solving, and conflict resolution skills.
  • Successful track record of senior project level experience, including large scale enterprise-wide initiatives.
  • 8+ years working within a PPM Practice responsible for portfolio operations management and delivering all required processes and tools to be successful.
  • Strong People leadership skills, with excellent written and oral communication skills.
  • Articulate, persuasive communicator with ability to build trust and effectively work across all levels of the organization. Able to influence change and gain buy-in, including with executives and challenging audiences. Ability to influence without authority.
  • Results-oriented; knows how to evaluate effectiveness of execution on a wide range of initiatives/programs.
  • Skilled at defining, motivating, and driving change at executive level and across the broader community of stakeholders.
  • Ability to think strategically and create new and better ways for the organization to be successful.
  • Makes good and timely decisions that keeps the organization moving forward; combines analysis, wisdom, experience, and judgment in decision quality.
  • Bachelor’s degree (Masters preferred) in business management.

The Company 
Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years’ experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends. We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we can see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company, we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation. 
Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 

More Information on Vertical Relevance
Vertical Relevance operates in the Financial Services industry. The company is located in New York, NY. Vertical Relevance was founded in 2015. It has 78 total employees. To see all jobs at Vertical Relevance, click here.
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