Salesforce Solutions Delivery Lead
1. Project Leadership & Delivery Governance
- End-to-End Execution: Build project plans, timelines, and governance for complex Salesforce projects using Mission Control.
- Budget & Resources: Track financials, control burn rates, analyze Forecasted vs. Actuals, and optimize resource allocation.
- Risk & Change Management: Proactively mitigate risks and formally manage scope changes to protect project margins.
- Agile Orchestration: Lead daily standups, sprint planning, steering committees, and retrospectives.
2. Strategic Discovery & Solution Design
- Requirements Leadership: Guide executive discovery sessions to turn complex business needs into prioritized roadmaps and user stories.
- Process Optimization: Map and re-engineer client workflows (BPMN/UML) for maximum automation and Salesforce ROI.
- Functional Architecture: Own functional design documents, ensuring Salesforce configurations meet data governance and platform best practices.
- Pre-Sales Support: Partner with growth teams on scoping, hourly estimations, proposals, and technical demos.
3. Stakeholder Management & Enablement
- Trusted Advisor Relationships: Build strong client ties and deliver polished, executive-level weekly health and financial reports.
- Testing & Adoption: Oversee the UAT lifecycle, track issue triaging, and drive user adoption via tailored client training.
4. Team Mentorship & Continuous Improvement
- PMO & BA Growth: Mentor junior PMs and Business Analysts, sharing templates, playbooks, and best practices.
- Process Evolution: Identify delivery bottlenecks and refine company-wide delivery standards.
Experience
- 5+ years of experience in a dual/hybrid role as a Salesforce Consultant, Business Analyst, or Project Manager leading large-scale CRM transformation projects.
- Proven track record of managing project financials, budgets, and resource matrices.
- Experience in pre-sales strategy, scoping, and proposal development.
Skills & Technical Knowledge
- Salesforce Ecosystem: Deep functional understanding of Salesforce products (Sales, Service, and Experience Clouds), including capabilities, security structures, and limitations.
- Methodologies: Expert knowledge of Agile, Scrum, and hybrid project delivery frameworks.
- Consultative Communication: Exceptional negotiation, conflict resolution, and executive-level presentation skills.
- Data Literacy: Strong background in business intelligence, reporting tools (Tableau, Power BI), and Salesforce dashboards.
- Certifications: Salesforce Administrator, Business Analyst, Consultant (Sales/Service), or PMP/Agile certifications are highly preferred.
- English: Excellent written and speaking skills
Expected Results
- Project Health: Complex Salesforce solutions delivered on time, within scope, and with budget targets met or exceeded.
- Client Retention: High client satisfaction and trusted relationships built through clear expectation-setting and delivery excellence.
- Margin Protection: Scope creep managed proactively via formal change orders, protecting project profitability.
- Team Uplift: Increased efficiency and higher team engagement through intentional mentorship and process refinement.