Salesforce Project Manager

Project Overview

We are seeking a Salesforce Project Manager to oversee the customization and implementation of Salesforce Enterprise Edition to support:

• Data Acquisition
• Church Housing Campaigns
• Service Provider Management for Code Enforcement Violation resolution

The Project Manager will lead planning, execution, developer coordination, stakeholder alignment, risk management, testing oversight, and final delivery.

This role ensures the Salesforce Developer team delivers against the defined Developer Statement of Work (SOW) on time, within scope, and aligned with organizational priorities.

Objectives

The Salesforce Project Manager will be responsible for ensuring that:

• Salesforce system is delivered per the approved Developer SOW
• Scope remains controlled, and scope creep is prevented
• Configuration aligns with operational workflows
• Delivery timelines are maintained across Data Acquisition, Campaigns, and Case Management
• The system is usable for both staff and volunteers
• Governance, documentation, and compliance standards are maintained
• Executive stakeholders receive clear reporting on progress and risks

Scope of Work

Project Governance and Planning

Project Plan Development

• Translate the Developer SOW into a phased delivery plan
• Define milestones, dependencies, and project timeline
• Create and maintain RAID log (Risks, Assumptions, Issues, Dependencies)

Scope Management

• Maintain master scope documentation
• Document scope changes with impact analysis
• Prevent unauthorized feature additions or scope creep

Budget and Resource Coordination

• Track developer time and capacity
• Coordinate and align volunteer developer commitments

Developer Oversight

Technical Coordination

• Serve as primary liaison between Breah and the development team
• Clarify requirements for Data Request, Campaign, and Case objects
• Validate technical designs before build
• Review completed builds against defined acceptance criteria

Sprint and Task Management

• Facilitate weekly developer standups
• Track progress against development backlog
• Identify and remove blockers

Quality Assurance Oversight

Ensure proper configuration and implementation of:

• Custom Objects and Record Types
• Gmail integration
• Nudge automation
• Church drip campaigns
• Case workflows
• Permissions and security settings

Additionally:

• Confirm alignment with Salesforce best practices
• Ensure there are no hardcoded dependencies that could limit system scalability

Stakeholder and Business Alignment

Communication

• Provide weekly project status updates
• Escalate risks and issues early to maintain delivery timelines

Testing and Acceptance

Defect Management

• Log and prioritize defects
• Ensure fixes are validated through testing
• Prevent regression issues

Go-Live Readiness

• Confirm system stability
• Validate permissions and security configurations prior to launch

Documentation and Training Oversight

• Ensure all system configurations are properly documented
• Maintain a clear system architecture overview
• Validate training materials for staff and volunteers
• Oversee knowledge transfer to support long-term sustainability

Reporting and Performance Monitoring

Executive Reporting

Provide reporting that includes:

• Project timeline tracking
• Milestone completion status
• Risk register updates
• Budget utilization

Post-Launch Metrics

Monitor:

• Open request backlog
• Campaign engagement metrics
• System performance issues

Deliverables

• Approved project plan and implementation timeline
• Weekly status reports
• RAID log (Risks, Assumptions, Issues, Dependencies)
• Go-live approval documentation
• System documentation repository
• Post-implementation review report

Out of Scope

• Direct Salesforce configuration or coding unless otherwise agreed
• Ongoing Salesforce admin support after project completion
• Marketing content creation beyond workflow configuration

Success Criteria

The project will be considered successful when:

• Salesforce system is deployed per the Developer SOW
• No critical defects are present at launch
• Staff and volunteers can perform end-to-end workflows within the system
• Automation processes function without manual workarounds