Salesforce Implementation Manager

Salesforce Implementation Manager

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Senior Implementation Manager / Salesforce Solutions Architect

Overview

We are seeking a Salesforce Solutions Architect to serve as Senior Implementation Manager, leading the Implementation Specialists team in a player/coach capacity. This role combines hands-on Salesforce architecture and team management responsibilities.

The Senior Implementation Manager will work directly with senior leadership to ensure high-quality customization, integration, and administration of the organization's CRM Platform. The ideal candidate excels at cross-team collaboration, including with Client Success Managers, Support Desk teammates, and third-party vendors, while delivering scalable and strategic Salesforce solutions.

Key Responsibilities

Leadership & Management

• Supervise and mentor the Junior Implementation Specialist, ensuring successful project execution.
• Manage team resources across weekly sprints for optimal allocation and utilization.
• Lead system conversion projects and new integration implementations with accurate, timely delivery.
• Coordinate with third-party developers, balancing workload across internal and external resources, while managing project timelines and budgets.

Technical Expertise

• Oversee daily customization of multiple Salesforce instances.
• Design and manage complex workflows using Salesforce declarative tools.
• Develop and deploy custom reports and dashboards tailored to CSM requirements.
• Configure integration between Salesforce and external platforms.
• Perform data exports, transformations, and imports between systems.
• Ensure all deliverables align with project scope and quality standards.
• Manage QA processes for all team deliverables.
• Write work item descriptions and document instance changes.
• Stay current on Salesforce releases, recommending new features for adoption.

Collaboration & Communication

• Partner effectively with Client Success Managers and Support Desk teammates.
• Work closely with third-party technology vendors to ensure seamless integration.
• Track and report project resource usage and provide regular stakeholder updates.

Strategic Planning

• Navigate a fast-paced environment with shifting priorities and complex challenges.
• Translate business requirements into actionable Salesforce implementation work.
• Recommend system improvements and feature adoption to enhance organizational outcomes.

Requirements

• 5+ years of Salesforce Administrator experience.
• 3+ years' Salesforce Solutions Architect experience.
• 1+ year of people management experience.
• Proven ability to translate business requirements into Salesforce technical implementations.
• Hands-on experience with Practifi or other financial services ISV Salesforce platforms.
• Proficiency in Microsoft Office (especially Excel).
• Strong knowledge of Salesforce custom objects, flows, triggers, and Lightning components/pages.
• Familiarity with SOQL/SQL.
• Experience in Wealth Management or Financial Services.
• Diligent, detail-oriented, and strategic thinker.

Opportunity

This role is ideal for a candidate ready to step into a leadership position, manage a growing team, and leverage their expertise in Salesforce and Practifi to drive successful implementation projects across a dynamic environment.