Project Manager - SalesForce

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Project Manager - SalesForce

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    • 01757
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The CRM Project Manager will assist in the transformation of company’s customer engagement platform from a legacy design and technology stack to state-of-the-art capabilities using the appropriate waterfall or Agile based delivery methodology to deliver business value to the organization. The successful candidate must have experience in project management, vendor management, and budget control with a strong emphasis on ensuring successful planning and delivery through empowerment and support of the team. 


This is a collaborative role, where the CRM Project Manager will be required to interface and engage with internal business partners, 3rd party project partners, technical and functional groups including Marketing, Sales, Services, Commercial Operations, Support, and Information Technology teams.  The CRM Project Manager will also be required to oversee and guide the work tasks and deliverables to ensure a successful implementation.


  • Drive business value for the organization by leading projects, primarily CRM and adjacent technologies
  • Manage the overall project schedule and budget, coordinating dependencies within the project scope as well as externally
  • Be responsible for the full delivery lifecycle including backlog grooming and prioritization processes, as well as tracking against key delivery milestones
  • Be knowledgeable about the capabilities of the technology platforms
  • Work with executive stakeholders, product owners, business analysts, and outside partners to ensure business strategy is defined, a roadmap planned against that strategy, and that a backlog of epics and stories is defined, prioritized and executed against
  • Summarize project progress, risks, and assess cross project needs within a program setting
  • Negotiate with vendors and hold them accountable to delivery
  • Communicate and provide transparency on project status for a range of stakeholders
  • Work across the organization to clear impediments to velocity and throughput
  • Ensure project logistical details, such as those pertaining to meetings, teamwork space, and team tools, are planned and executed
  • Foster a culture of continuous improvement
  • Mentor and guide team members on project management practices and culture
  • Thoroughly document meetings including action items, expected and communicated delivery dates, and open items needing further work or follow-up
  • Ensure proper handoff of project capabilities to operational teams
  • Determine and track metrics to measure project success


  • Special projects as assigned by Sr. Director, Project Management Office


  • Minimum of 7 years technology project management experience
  • Deep knowledge and experience with project management methodologies and SDLC, including hands on experience with waterfall and agile
  • Experience with CRM software (Salesforce Preferred)
  • Experience with Field Service Organizations
  • Experience with large-scale sales or services focused projects
  • Proven leadership ability and evidence of positively influencing cross-functional teams
  • Experience managing multi-vendor relationships
  • Technology literate and able to adopt new technologies quickly
  • Good verbal and written presentation skills including confidence working with executive leadership and high-profile customers
  • Ability to train and educate people in agile trends / ways of thinking
  • Experience managing budgets
  • Experience with MS Project, Smartsheet, Confluence or Jira an advantage
  • Strong analytical, leadership, problem solving, organizational, and planning skills
  • Excellent PC Skills; including working knowledge of Microsoft Office products



  • Operates with integrity, transparency, and humility
  • Acts as a true company owner to advance the overall interests of the company
  • Carries a broad global perspective of markets, tech, and trends
  • Balances clear strategic thinking and accountability in execution to deliver results
  • Actively creates the conditions for company employees and teams to succeed
  • 'Can-do' approach to work, tracks and follows up on tasks independently, and recommends ways to improve upon current activities




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