Salesforce Functional Lead

Skills

Implementation PlansOptimisingProject PerformanceProject PlansRequirements AnalysisSalesforce IntegrationScopes

Role

What the job involves

The main requirements, responsibilities and hiring steps.

Experience across Finance and IT - qualifications in finance/project management/business analysis is beneficial
Proven success working on Salesforce projects and integrating across other Finance & IT systems
Experience optimising Salesforce across a business
Experience working with NetSuite strongly preferred
Excellent attention to detail and organisational skills
Strong attention to deadlines and budgetary guidelines
Comfortable managing multiple tasks and creating priorities

Lead Salesforce project from requirements definition through implementation and delivery, identifying schedules, scopes, budget estimations, and project implementation plans, including risk mitigation and stakeholder management.
Integrate Salesforce with other finance and business systems, including Netsuite, Avalara, OneStream.
Perform Salesforce health check, and advise on Salesforce customisation, integrations, performance and workflows.
Ensure capability of Salesforce across financial tasks including business forecasting, multiyear contracts, reporting revenue recognition and more.
Coordinate internal and external resources.
Develop detailed project plans, ensuring resource availability and allocation.
Analyse project progress and adapt scope, timelines, and costs when necessary.
Measure project performance using appropriate systems, tools and techniques.
Establish and maintain relationships with key stakeholders, providing day-to-day contact on project status and changes.
Report and escalate to management as needed.
Perform business analyst tasks if no other resources are available.
Work with other project managers and key stakeholders across Finance, IT and other teams to ensure proper resource management and prioritisation in alignment with group-wide initiatives.