The Role
Lead software implementations and manage the Salesforce team, ensuring successful technology transitions and cross-functional collaboration across the firm.
Summary Generated by Built In
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.
Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
What you get:
Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
Who is successful at BPM:
· Caring people who put others first
· Self-starters who embody the BPM entrepreneurial spirit
· Authentic individuals with a diverse point of view
· Lifelong learners with a drive to excel
· Resilient people who rise to the occasion
Role Summary:
We are seeking a strategic and hands-on Systems Implementation Manager to lead the implementation of new platforms and processes directly related to the operations of our firm. This role is critical to ensuring seamless technology transitions and ongoing optimization across the firm. This role will also provide strategic leadership and direction for the Salesforce team, overseeing both project execution and the professional development of team members. ---
Key Responsibilities:
Software Implementation
· Lead the full lifecycle of software implementations, from planning and vendor coordination to deployment and post-launch support
· Collaborate with internal stakeholders to gather requirements, define timelines, and ensure alignment with business goals
· Manage cross-functional teams and external vendors to deliver on project milestones
· Identify implementation risks early and develop mitigation strategies. Resolve escalated issues with urgency and precision
Project Management
· Coordinate with the Project Management Office to set timelines, budgets, and resources using firm tools (Monday) and standardized templates and workflows.
· Translate business requirements into scalable workflows and system configurations that improve operational efficiency
· Partner with cross-functional teams including Finance, IT, Tax, Audit, and Consulting to ensure alignment and adoption.
· Lead the execution of Salesforce-related projects, ensuring timely delivery and cross-functional collaboration.
Leadership & Collaboration
· Communicate effectively with director-level and senior leadership to align on priorities, timelines, and requirements
· Drive adoption through training, documentation, and communication plans. Act as a change agent to foster a culture of innovation and continuous improvement.
· Manage, support, and provide strategic oversight for the Salesforce team by delivering regular feedback, facilitating growth planning, and aligning team initiatives with organizational goals
· Facilitate communication between the Salesforce team and other departments to optimize platform usage and integration.
Required Qualifications:
· 5+ years of experience in project management and system implementation, preferably within accounting or professional services firms
· Strong understanding of ERP systems (e.g., NetSuite, Workday), CRM platforms (Salesforce), and accounting workflows
· Excellent communication and stakeholder management skills
· Ability to coordinate cross-functional teams and vendors
· Large-scale software implementation experience
· Demonstrated capability in constructively questioning established practices
Preferred Qualifications:
· Familiarity with accounting industry tech stacks and practices.
· Strong leadership skills with experience mentoring a team
· Working knowledge of Salesforce as a data source and CRM platform
· Experience in professional services or accounting firms
· Ability to quickly learn and adapt to new software tools and systems
· Strategic thinker with a hands-on approach.
· Comfortable navigating ambiguity and building processes from scratch.
· Strong analytical and problem-solving skills.
· Passion for technology and operational excellence.
· Ability to influence and drive change across diverse teams.
Key Competencies:
· Exceptional communication skills across technical and executive audiences
· Strong collaboration and interpersonal skills
· Proactive problem-solving and adaptability
· Organizational skills to manage multiple priorities and timelines
Resources & Support:
· Input into project budgeting decisions, in collaboration with operational leadership
· Direct access to internal Salesforce team members and external Salesforce representatives
· Support from cross-functional teams and executive sponsors
Top Skills
Erp Systems
NetSuite
Salesforce
Workday
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The Company
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources.
With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries.
In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
