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Salesforce Technical PM

Role overview

Qualifications

  • 10+ years IT experience
  • 5+ years Salesforce delivery experience
  • 3+ years project/program management experience
  • Experience in Financial Services or Insurance domain preferred

Responsibilities

  • Lead end-to-end Salesforce project delivery including planning, execution, monitoring, and closure; manage scope, schedule, budget, risks, and dependencies across multiple workstreams; drive Agile ceremonies
  • Provide technical leadership across Salesforce platforms (Financial Services Cloud, Sales Cloud, Service Cloud) including architecture reviews, integrations, data migration, and customization; ensure secure, scalable solutions and governance
  • Act as primary liaison between business stakeholders, IT teams, and leadership; facilitate requirement workshops; provide regular status updates, risk reports, and executive communications; manage vendor/partner coordination
  • Oversee solution delivery including configuration and development (Flows, Apex, LWC), integrations, and security models; manage release planning and testing cycles (SIT/UAT); ensure production readiness and hypercare; establish delivery standards and governance

About the company

Exavalu logo

Exavalu

Digital Transformation Consulting

Exavalu is your sustained strategic partner to deliver meaningful change and lasting value. Our seasoned industry veterans are experienced in solving your most challenging problems. We stay with you until the results are achieved. Big firm expertise. Small firm feel. Get the transformation you wish for. Visit www.exavalu.com

Company details

Company typeScaleup
IndustryDigital Transformation Consulting
Company size201 - 500

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Job description

This is a remote position.

Overview :


We are seeking a Salesforce Technical Project Manager with strong experience in Salesforce Service Cloud Voice to lead the planning, execution, and delivery of voice-enabled contact center solutions. The ideal candidate will combine deep Salesforce platform knowledge with strong project management skills to drive successful implementations, coordinate cross-functional teams, and ensure high-quality outcomes aligned with business objectives.
 

Job Description:


Project & Delivery Management
* Lead end-to-end Salesforce project delivery including planning, execution, monitoring, and closure.
* Manage scope, schedule, budget, risks, and dependencies across multiple workstreams.
* Drive Agile ceremonies including sprint planning, backlog grooming, and retrospectives.
* Ensure alignment between business requirements and technical delivery.
Technical Leadership
* Provide technical oversight across Salesforce Financial Services Cloud, Sales Cloud, and Service Cloud implementations.
* Review solution architecture, integrations, data migration, and customization strategies.
* Collaborate with architects and developers to ensure scalable and secure solutions.
* Ensure adherence to Salesforce best practices and governance standards.
Stakeholder Management
* Act as primary liaison between business stakeholders, IT teams, and leadership.
* Facilitate requirement workshops and solution discussions.
* Provide regular status updates, risk reports, and executive communications.
* Manage vendor and partner coordination if applicable.
Solution Delivery Oversight
* Oversee configuration and development activities including Flows, Apex, LWC, integrations, and security models.
* Ensure successful deployment planning and release management.
* Monitor testing cycles including SIT and UAT.
* Ensure production readiness and hypercare support.
Financial Services Domain Enablement
* Support FSC implementations including customer 360, financial accounts, relationship models, and service processes.
* Drive sales pipeline management using Sales Cloud.
* Support service operations through Service Cloud case management and omnichannel capabilities.
Quality & Governance
* Establish delivery standards, coding best practices, and documentation governance.
* Track KPIs, SLAs, and project success metrics.
* Ensure compliance with security and regulatory requirements.
* Drive continuous improvement initiatives.
Required Skills
Salesforce Skills
* Salesforce Financial Services Cloud
* Sales Cloud
* Service Cloud
* Experience Cloud (preferred)
* Salesforce security and data model
* Flows and automation
* Integration patterns (REST/SOAP, MuleSoft preferred)
Technical Skills
* Apex, LWC understanding (not necessarily hands-on coding)
* Data migration strategies
* DevOps and CI/CD processes
* API integrations
Project Management Skills
* Agile / Scrum methodology
* Risk and issue management
* Resource planning
* Estimation and budgeting
* Change management
Tools (Typical)
* Jira / Azure DevOps
* Confluence
* Git
* Copado / Gearset (preferred)
* MuleSoft (nice to have)
Experience Requirements
* 10+ years IT experience
* 5+ years Salesforce delivery experience
* 3+ years project/program management experience
* Experience in Financial Services or Insurance domain preferred
Certifications (Preferred)
* Salesforce Administrator
* Salesforce Financial Services Cloud Accreditation
* PMP / Scrum Master (preferred)
* Salesforce Sales or Service Cloud Consultant (nice to have)



Requirements

We are seeking a Salesforce Technical Project Manager with strong experience in Salesforce Service Cloud Voice to lead the planning, execution, and delivery of voice-enabled contact center solutions. The ideal candidate will combine deep Salesforce platform knowledge with strong project management skills to drive successful implementations, coordinate cross-functional teams, and ensure high-quality outcomes aligned with business objectives.
 



Benefits

Diversity Inclusion:

At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career. Exavalu also promotes flexibility  depending on the needs of employees, customers and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely.. We also have a welcome back program to help people get back to mainstream after a long break due to health or family reasons.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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