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Salesforce Project Analyst

Job in Hatboro, Montgomery County, Pennsylvania, 19040, USA
Listing for: Sonoma Consulting
Full Time position
Listed on 2026-01-01
Job specializations:
  • IT/Tech
    IT Consultant, Data Analyst
Job Description & How to Apply Below

Sonoma Consulting is one of the fastest growing national IT Consulting and Executive Search company in the United States, which was founded in 2011 by Mark McGee, the President and CEO. Sonoma Consulting has two business divisions - IT Consulting Services & Executive Search to serve its 150 national clients which range from entrepreneurial start-ups to Global Fortune 500.

Job Description

SUMMARY:

As a member of the Delivery Management Office (DMO) team, the Sr. Project Manager is responsible for enabling  solutions that support the development of new and existing program functionality that drive sales within the organization. You will be responsible for configuration, reporting, support, maintenance, and overall improvement of the client  platform.

The ideal candidate will have exceptional communication and management skills to keep projects in scope, on budget, and delivered on time. They will directly manage and provide oversight on all aspects of new  implementations and internal projects that are formally initiated. They are the main point of contact to the DMO for the business executives on  initiatives.

RESPONSIBILITIES:

  • Work with business partners to realize full capabilities of  CRM to meet business requirements and implement efficient workflows.
  • Participate in the development and documentation of functional, technical requirements as well as design reviews.
  • Responsible for creating standard and ad-hoc reports and dashboards.
  • Design, build, and support configurations within  CRM applications.
  • Develop user stories for the development of additional CRM system functionality.
  • Facilitate continued enhancements of , aligning with business processes and business reporting requirements.
  • Create and manage workflows, approval processes, and campaigns within
  • Engage & utilize  premiere support for maintenance & configuration support.
  • Responsible for data management within  applications.
  • Participate in project planning activities to provide input on work effort and cost estimates.
  • Lead User Acceptance Testing (UAT) and manage go-live activities with IT and business units.
  • Develop and deliver innovative solutions while utilizing best practices and governance.
  • Provide support for production environment including incident management and resolution.
  • Qualifications

    QUALIFICATIONS:

  • 7+ years of CRM experience and at least 4+ years of experience working with  as an administrator.
  • Expertise in  best practices and governance standards.
  • Working knowledge of APEX (classes and web services), Visual Force, Salesforce APIs, SOQL,  platform.
  • Strong understanding of release management and change control processes.
  • Strong technical understanding of functional and technical system architecture.
  • Strong working knowledge of  platform out-of-the-box functionality and configuration.
  • Relevant project/program management work experience across multiple operational and/or technology areas and services.
  • Strong project management and organizational skills.
  • Experience with software development delivery methods (Waterfall, Iterative, Agile, Lean, etc.) and tools preferred.
  • Experienced in Microsoft Office tools, particularly Microsoft Project and/or Project Server, and SharePoint.
  • Proven experience working in a matrix environment, managing multiple stakeholders, as well as possessing leadership presence.
  • DESIRED

    QUALIFICATIONS:

  • Certification in Advanced Developer and Advanced Administrator.
  • Direct work experience in financial services and/or insurance industry.
  • Additional Information

    All your information will be kept confidential according to EEO guidelines.

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