Salesforce Project Manager

Overview

On Site
Depends on Experience
Accepts corp to corp applications
Contract - W2
Contract - Independent
Contract - 12 Month(s)

Skills

Customer Relationship Management (CRM)
Microsoft Dynamics
Salesforce.com
Salesforce CRM
Catalyst Consulting Group
Data Management
Data Conversion
Data Mapping
Extraction
Testing
Issue Resolution
System Integration
Regulatory Compliance
SLA
Change Management
Training
RACI

Job Details

Job Title: Salesforce CRM Implementation Project Manager Government Sector

Work Arrangement: Onsite

Experience: 5+ years

Client: City of Sunnyvale

Overview:

The City is seeking an experienced Project Manager to lead the implementation of a new Constituent Relationship Management (CRM) system, replacing its current Microsoft Dynamics platform. The ideal candidate will have a proven track record of successfully managing Salesforce CRM implementations for municipal or government agencies.

Prior experience working with Catalyst Consulting Group is preferred but not required. The Project Manager will represent the City s interests, ensuring all project goals and timelines are achieved within the approved budget.

Key Responsibilities:

Data Management:

  • Lead data conversion planning, data mapping, extraction, cleansing, testing, and issue resolution from Microsoft Dynamics to Salesforce

System Interfaces & Integration:

  • Ensure all system interfaces are properly designed, developed, documented, and implemented
  • Oversee phone system integration for call agents, ensuring compliance with the City s technical, security, and branding standards

Dashboards, Reports & Portals:

  • Design and develop dashboards and reports to improve visibility, tracking, and service level monitoring
  • Ensure web portal and mobile application development aligns with ADA compliance, City style guidelines, and technical specifications

System Review & Customization:

  • Review Salesforce installation and ensure performance meets expectations
  • Ensure customizations are minimal and do not interfere with future upgrades, support, or maintenance

Project Oversight & Best Practices:

  • Provide internal coordination and planning during project ramp-up
  • Assist in finalizing scope, timelines, and resource assignments
  • Support infrastructure and implementation planning
  • Participate in planning meetings and provide ongoing project oversight
  • Ensure resource roles and responsibilities are clearly defined
  • Advise on best practices for workflow design, automation, and SLA configuration

Training & Change Management:

  • Develop training environments and robust training plans for all user roles
  • Schedule and manage User Acceptance Testing (UAT), ensuring issue tracking and resolution
  • Oversee change management planning and documentation
  • Ensure support responsibilities (RACI matrix) are clearly communicated and understood

Go-Live & Transition:

  • Develop and enforce a detailed production cutover checklist
  • Oversee go-live execution, production transition, and post-implementation support
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