Salesforce Project Manager - Financial Services Practice

We at Silverline are passionate about what we do. We’re a diverse group of cloud technology professionals with the same goal: to make our clients’ lives easier through technology — and we have a good time while we’re at it! As a top tier Salesforce Partner, Silverline combines Strategic Advisory, Technical implementation services, and ongoing Managed Services to enable organizations to achieve maximum value with the Salesforce Platform. Silverline is consistently ranked one of Glassdoor’s Best Places to Work among small- and medium-size companies, among other accolades. Come be a part of our team!

Company Overview:

We at Silverline are passionate about what we do. We’re a diverse group of cloud technology professionals with the same goal: to make our clients’ lives easier through technology — and we have a good time while we’re at it! As a top tier Salesforce Partner, Silverline combines Strategic Advisory, Technical implementation services, and ongoing Managed Services to enable organizations to achieve maximum value with the Salesforce Platform. Silverline is consistently ranked one of Glassdoor’s Best Places to Work among small- and medium-size companies, among other accolades. Come be a part of our team!

Our increasing presence within the Financial Services and Health & Life Sciences industry has created a need to expand our Professional Services team with a Project Manager, comfortable delivering enterprise Salesforce solutions. As a key member of the Professional Services team, the Project Manager will drive overall client success with a primary focus on our largest clients.  The Project Manager is tasked with client, deliverables and overall project success. In this essential role, the Project Manager will develop and manage project lifecycles and delivery, including scope, budget, timeline, resources, deliverables, issues, and escalations. General responsibilities are extensive and will require experience managing enterprise SaaS and cloud platform implementations.

Primary responsibilities to the Client include:

• Ensure client's overall success/value realization with project deliverables; optimize plans and resources to deliver maximum value to clients


• Understand client expectations and objectives; communicate how objectives are being met and manage expectations through weekly updates


• Facilitate onsite and remote meetings — including weekly status, business, and technical process definition, user story and requirement definition, road-mapping and planning sessions, and other meetings as required


• Ensure reliable communication and escalation governance to ensure timely dissemination of information to all stakeholders


• Actively manage project financials, resources, activities, timeline, and risk; communicate status, updates, and any necessary mitigation to client, including any potential or actual changes to the project scope, project schedule, and project costs

Primary responsibilities to the Internal Project Team include:

• Lead project teams in development and execution of project plans, including management of scope, schedule, budget, and quality


• Collaborate with project, leadership, and sales teams to bring thought leadership and the full force of our platform and company to client projects


• Facilitate communication between client and project team; ensure the team is collaborating effectively and efficiently


• Ensure clear bi-directional communication of action items, due dates, risks, and issues with team


• Delegate work tasks across the team and maintain accountability for successful delivery


• Create and manage detailed project schedule as part of the project plan; keep team informed of project plan and manage work to milestone dates


• Partner with project team leads to support execution of sprints


• Support and collaborate with all team members to remove roadblocks, ensuring effective teaming


• Leverage Silverline’s IP and accelerators to drive customer value (where appropriate)


• Identify risks and create and manage mitigation strategies


• Manage timely delivery of all project assets with team members


• Coach, mentor, and develop junior resources

Primary responsibilities to Silverline Management include:

• Gain trust of Client’s Project/Product Owner and key business stakeholders to help drive projects forward


• Develop and nurture trusted adviser relationships with clients at both the project and program levels and act as point person for day-to-day client communication


• Create weekly internal status report to ensure proper communication of project health (project budget, timeline, scope, and risks); assist with account planning/management and other pre-sales activities in new and existing customer opportunities


• Provide availability for Account Executives, as well as Professional Services leaders and team members (on a weekly basis), to discuss client health and upsell opportunities


• Provide timely escalation of critical issues (tactical and strategic interests)


• Ensure project planners and resource forecasts are kept up to date


• Own/delegate creation and management of critical project assets

Role Requirements:

• 7+ years of professional experience, including 3+ years consulting experience (preferably with Salesforce, QTC, CPQ, ERP or Billing) and 5+ years of Enterprise Project Management experience


• 3+ years of Salesforce implementation experience as a Project Manager


• Industry Experience: Financial Services OR Health & Life Sciences (ideally in a consulting environment)


• Mix of hands-on technical expertise, with high-level leadership experience working with external and client engineering groups, delivering the essential and innovative platform and feature capabilities of Silverline


• Demonstrated knowledge and experience with driving optimal results through data-driven decision making. Actively work with customers and solutions engineering teams to deliver valuable platform solutions for customers


• Effective organizational and cultural skills to drive and implement major engineering efforts


• Strong relationship management and strategic communication skills


• Strong interpersonal, leadership and communication skills


• Develop strong relationships with internal and external colleagues


• Bachelor’s degree and/or related field experience required; Advanced degree preferred


• Work with partners outside Silverline on product, technology, and team innovation

Silverline provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other
characteristic protected by federal, state or local law.