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Job Description

Summary:

Seeking a highly dynamic Project Manager to lead a $2M Salesforce enhancement initiative focused on automating account onboarding processes and integrating with TrustDesk. This is a high-intensity business process project involving multiple technology teams, external vendors, and complex workflows. The PM will serve as a critical communicator and leader, bringing together diverse teams and ensuring alignment across business, technology, and vendor stakeholders.

Project involves automating account onboarding into Salesforce, replacing manual processes.

Requires coordination with two technology teams, each with different leadership structures.

Integration with two external vendors and collaboration with teams like DocuSign, CRM BSA, wealth tech, and developers.

PM will be responsible for budgeting, forecasting, and reporting under EPO governance.

This is not a Salesforce implementation, but an enhancement and modification project.

High-touch business line with significant client onboarding complexity and massive data collection.

Looking for a rockstar communicator and creative problem-solver who can inspire teams and think critically.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

5+ years as a Project Manager

Proven Salesforce migration/enhancement experience

Strong Agile project management background

Experience in banking or financial services

Ability to lead and engage cross-functional teams

Excellent communication and stakeholder management skills

Comfortable working with technical teams and sales teams

Experience managing budgets and forecasts for large-scale project Experience with TrustDesk

Prior work with sales enablement or onboarding processes

East Coast time zone alignment

Vendor management experience