Salesforce Project Manager

For new Constituent Relationship Management (CRM) system, replacing a Microsoft Dynamics Implementation, The City seeks Project Management Services who has implemented Salesforce for municipal and government agencies. the Project Manager must have strong Salesforce CRM implementation experience with Municipalities or other government agencies. Prior experience dealing with Catalyst Consulting Group is desired but not required. The Project Manager will act on the City s behalf to ensure project goals and timelines are met within the approved budget.

Responsibilities

• Data management on data conversion planning, data mapping, data extraction, data cleansing, testing, and data issue resolution from MS Dynamics to Salesforce
• to ensure interfaces are designed, developed, documented, and implemented appropriately
• to design and develop the dashboards and reports needed to enhance tracking, visibility and service levels
• to ensure the mobile application is designed and developed in accordance to the City s style guidelines, ADA compliance, technical and security specifications
• to ensure the web portal is designed and developed in accordance to the City s style guidelines, ADA compliance, technical and security specifications
• to ensure the possible phone integration for call agents is designed and developed in accordance to the City s style guidelines, technical and security specifications
• to review system installation and ensure Salesforce operates as expected
• Ensure system customization avoids code changes or alterations that could cause issues with ongoing support and maintenance or interferes with upgrades
• Work with the City to support coordination of build validation activities
• Assist the City with best practices on workflows and SLAs to be configured within the system
• Provide Internal Coordination and Planning for project ramp up
• Assist with the determination and assignment of project resources
• Assist in finalizing the Scope of Work, timelines, and contract
• Provide systems infrastructure and implementation planning and coordination
• Provide ongoing project oversight and planning, to include participating in project planning meetings
• Manage the project schedule
• Ensure clarity of resource commitments and responsibilities
• Provide best practices knowledge on workflow design and automation
• Ensure proper change management documentation and planning is conducted
• Ensure a training environment is built to support training and validation needs
• Ensure User Acceptance Testing (UAT) is properly scheduled and issues tracked and resolved in a timely manner
• Coordinate with city staff to establish a robust training plan and training schedule for the various roles (Answer points, department administrators, IT system administrators, etc.)
• Ensure the support RACI matrix is understood by identified resources, as required for proper ongoing support
• Ensure a proper production cutover checklist is established and followed by city staff
• Provide oversight and guidance with production cutover, go-live and post-production support transition