Salesforce Project Manager

5 months ago

Remote, Canada Cloudsquare Full time

**Who We Are**

Cloudsquare is a revolutionary Salesforce consulting and product development firm dedicated to becoming long-term partners with our clients by supporting them through their technology and business transformations. Founded in 2018, Cloudsquare is a fully remote organization celebrating a global culture of collaboration spanning over three continents. Our team members are proud of having the autonomy to do what’s right not only for our clients but also for each other, explaining our 5-star ratings on the Salesforce AppExchange and being continuously recognized as the best place to work. We also build amazing Salesforce apps and have our sights set to become the #1 loan origination system natively built on the #1 CRM, Salesforce.

**Cloudsquare Core Values**

**- Stand Together**:

- Our work ethic makes us a dependable firm that can be trusted to drive businesses to the next level. Our ability to depend and rely on each other is the cornerstone of our success and joy at work. 

**- Embrace Change**:

- We are an innovative team who welcomes change and is always in continuous improvement to make the impossible, possible. Where others see problems - we find solutions

**- Keep it Real**:

- At Cloudsquare it is important to build genuine connections with our team and clients by being honest and true to ourselves.

**- Committed to Greatness**:

- Our perseverance, go-getter attitude, and grit help us achieve the desired perfection, even in the most challenging of projects.

**- Enjoy Life**:

- The Cloudsquare way is a true work-life balance, where we are passionate about our work, yet we can put that aside and live life to the fullest with our loved ones.

**Position Overview**

You are a go-getting, meticulous, tech-savvy leader who takes every opportunity to organize people, whether friends, family, or at work, to create something that everyone will enjoy taking part in - not only in the process, but also the results. From a simple barbeque in the park to a 10-day excursion with a group of friends, you know and want to organize the steps needed to pull off a successful event. You shine in the role of a Salesforce Project Manager who understands all the complexities not only of what a client is looking for, but also the lesser-known intricacies such as capacity planning, scope creep, budget management and more. You take the term “the buck stops with me” seriously, as you know project success, of course, depends on team effort, and ultimately it is your planning, budgeting, client management and communication that paves the way for your team to be successful.

In addition to being in the top 99 percentile of planners, you love building and cultivating long-lasting, meaningful relationships. You take this skill and enjoy serving as not only the client’s project manager, but also their account manager in a pseudo-sales role who continuously suggests new projects they should consider and why it would improve their processes. You love leading the whiteboarding sessions of high-level roadmaps with the client and your business analyst, and you are always working with the BA in guiding, but never pushing, the client to continuously improve their Salesforce for their entire company.

You will report to the Delivery Manager and work with your project team consisting of a Solution Architect, Business Analysts, and Developers.

**Your Mission**

The mission for this role is to keep your project team operating at optimal performance, allowing them to hit their utilization goals, meanwhile maintaining alignment with clients on scope, timeline and budget, leading to client satisfaction and ultimately long-term partnerships.

**Your Goals**

**- Scope, Timeline & Budget Control**: Maintain alignment with clients on scope, timeline and budget throughout the project, requiring change orders whenever necessary, communicating realistic timelines to clients upon scope approval, and continuously reiterating adjustments to timelines to manage expectations as changes in scope and delays occur, resulting in zero complaints and non-billable work.
- **Account Management**: Lead the effort as an account manager to continuously drive additional work from every client with the support of the Business Analyst through regularly scheduled check-ins, roadmap planning, and quarterly business reviews, resulting in an organic growth of annual spend of at least 10% from existing clients.
- **Capacity Planning**: Perform effective capacity planning where all team members are always fully utilized, resulting in rolling weeks full of pre-approved planned work, requiring Business Analysts to be focused on discovery and requirements gathering early enough to obtain client approvals in advance, so that a developer’s schedule is never depleted.
- **Responsiveness**: Provide clients enterprise-level service by acknowledging any inquiry within one business day, while regularly providing update

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