Salesforce Functional Lead & Project Manager

This role is a part-time contractor position. Hours will fluctuate based on the engagement, likely between 10-25 hrs/week. As consultants, engagements can sign or stall at any time, though we will do our best to proactively communicate workload expectations.

As a lean and agile team, we are looking for someone that is excited by the opportunity to wear different hats - being creative while facilitating client discovery sessions and being focused at keeping detailed project plans are all within the scope of this role.

What you’ll do:

As the Functional Lead & Project Manager, you will work closely with business stakeholders and our internal technical team to ensure project deliverables correctly meet our clients’ needs. You will run discovery sessions with the client to gather business requirements, analyze the technical feasibility of their requirements, and translate the requirements into technical specifications for the development team. Your efficient delivery of project outcomes, effective quality control, clear communication of expectations to stakeholders, and upward reporting to senior management are critical tasks that must be done throughout each project’s lifecycle. With much of your work completed remotely, the ability to communicate with clients via both email and conference calls is of the utmost importance. You will also:

• Lead client discovery sessions with business stakeholders to identify their business requirements, listening and understanding client industry, business models, processes, inefficiencies and pain points.
• Map business requirements and process flows, translate them into technical/development steps.
• Lead and participate in solution design meetings, with a strategic view that takes into account a range of considerations including client goals, capacity, security, and long term scalability.
• Create, prioritize, and groom user stories, then create and delegate tickets for the development team.
• Manage project activities throughout the lifecycle, including the allocation of adequate resources, scheduling, documentation, budget, and other factors necessary for success.
• Provide input for project plans, estimates and scopes for proposals and SOWs.
• Plan and guide the team through all project timelines, milestones, and deliverables using the appropriate software tools and waterfall/agile methodologies.
• Build strategic relationships to grow account insight and uncover new revenue opportunities with new and existing clients.
• Reallocate resources across multiple projects where necessary; identify and resolve any resource allocation discrepancies.
• Produce regular reports (status, risks, escalations, etc.) on the progress of projects; deliver these reports during regular stakeholder touchpoints.
• Track all project costs to ensure completion within budget; procure extra budget funding where necessary.
• Establish and maintain change control processes and conduct change control meetings for scope changes and prioritizations.
• Identify and actively manage potential project risks and develop risk mitigation strategies.
• Conduct project retrospectives in order to identify areas for improvement; make recommendations based on findings.
• Adhere to platform best practices, finding opportunities for enhancements and bringing existing code into best practices.
• Conduct comprehensive testing for stability and function.
• Provide ongoing thought leadership, training, coaching and support to technical consultants and team members.

In this position, you will have flexibility to be remote, or hybrid (Toronto, ON). Some travel may be required for on-site meetings or attendance of conferences.

About you:

You have an analytical mindset and are constantly looking to create order and clarity out of chaos and ambiguity. You can quickly identify and get to the bottom of issues, and have proactive problem‑solving skills to match. You’re driven to deliver on project deadlines through teamwork, innovation and excellence. People describe you as organized and motivated to learn and take action. Your customer focus, leadership, and integrity are what will help you succeed in this role. Being the bridge between client and technical teams excites you, and you’re up for any curveball the day may bring.

What you’ll bring:

• University degree
• 5+ years of experience as a Salesforce Functional Lead (or similar)
• Experience leading and facilitating client/executive sessions on solution design and project feedback
• Demonstrated success in project delivery and execution of project management methods
• Salesforce certifications (Sales Cloud Consultant, Service Cloud Consultant, Experience Cloud Consultant, and/or Business Analyst are preferred)
• Strong expertise within the Salesforce ecosystem, functionalities, and best practices
• Experience with ticket creation, planning and prioritizing for sprints within Jira
• Ability to solicit information from clients, understand their business strategy, create consensus among stakeholders, and translate the information into strategic and impactful recommendations.
• Proactive issue identification and superb problem resolution skills
• Excellent written and verbal communication skills with ability to clearly communicate with all types of staff including technical, professional, and executive level
• Excellent business acumen and executive presence
• Exemplary planning, organization, and attention to detail
• Ability to effectively prioritize and juggle multiple concurrent projects
• Effective team relationship building and conflict resolution skills
• Desire to learn, grow, and be part of a team
• Flexibility, innovation, positivity

Nice to have:

• Agile/Scrum certification
• Experience with Nonprofit Success Pack and/or Nonprofit Cloud
• Experience with other Marketing Automation platforms (Hubspot, Marketo, Eloqua)

About us:

Salytics specializes in technical consulting in the field of CRM and marketing automation. We are a team of consultants and developers passionate about technology, solving complex problems, and making our clients' work day easier. Salytics is a Salesforce Select Partner and an Adobe Solution Partner. We work with established tech brands as well as high growth nonprofits to help them launch and maintain their critical business infrastructure. It is our job to make these things work, help our clients master them and even build new solutions for these systems to do things they have never done before.

Salytics Inc. is dedicated to building a diverse and inclusive workforce. We encourage all qualified applicants to apply and will work to reasonably accommodate applicants’ needs throughout all stages of the recruitment and selection process. If you require accommodation, please advise our Human Resources team during the interview process, and the appropriate accommodations will be made.