About the Role

We are seeking an experienced Salesforce Project Managerto lead a high-impact initiative to standardize opportunity management across our sales organization. This role is central to delivering on a strategic CEO-level priority to build a global, data-driven pipeline that accelerates revenue growth and enhances accountability.

You will drive the discovery, redesign, implementation, and rollout of a new Salesforce opportunity management framework. This is a hands-on role that requires strong project management skills, Salesforce expertise, and the ability to collaborate with sales leaders, reps, and cross-functional teams.

Key Responsibilities

1. Salesforce Foundation Setup

• Audit and evaluate the current Salesforce setup and usage
• Establish a Salesforce sandbox for testing and development
• Define and configure the foundational sales hierarchy (roles, markets, departments)
• Prepare data input templates for sales leadership:
  • Sales hierarchy template (Excel)
  • Product SKU list by market (Excel)

1. Discovery & Definition

• Facilitate structured discovery sessions with Sales (led by internal stakeholders)
• Gather and synthesize feedback on pain points and reporting gaps
• Create and manage a Discovery Question Document

1. Opportunity Object Redesign

• Rebuild the Opportunity layout with logical field groupings:
  • Opportunity Details (e.g., Days in Stage, Push Count)
  • Commercial Info (e.g., Amount, Forecast Category)
  • RFP Information (e.g., Source, Due Date)
• Define and implement standardized Opportunity Types: New, Expansion, Uplift, Cross-Sell
• Create Opportunity Stage Exit Criteria for consistent pipeline progression

1. Sales Enablement & Accountability

• Lead training for reps on proper logging of notes, calls, and emails
• Segment the revenue team by role, region, and department
• Introduce guardrails and adoption standards to enforce usage

1. Dashboards, Reports & Alerts

• Build customized dashboards and reporting views for different user roles:
  • Inactive deals (14+ days)
  • Deals pushed multiple times
  • Opportunities closing this month with missing data
• Implement automated alerts for deal risks (e.g., stuck in stage, missing contact roles)

1. Documentation & Rollout

• Develop full process documentation and updated Salesforce guidelines
• Create quick-reference guides and training content (videos, docs)
• Coordinate enablement sessions with Sales teams globally

Ideal Candidate Profile

• 5+ years experience in Salesforce project management or CRM transformation
• Proven track record of leading Salesforce implementations in a sales-driven organization
• Deep knowledge of Opportunity objects, dashboards, reports, and sales process best practices
• Strong collaboration and communication skills able to work with senior leaders and end-users alike
• Detail-oriented with an ability to document processes clearly and concisely
• Experience working with global teams is a plus

Expected Outcomes

• Unified and consistent opportunity management across sales teams
• Higher adoption and engagement with Salesforce
• Improved accuracy of pipeline and forecast reporting
• Executive visibility into stalled or at-risk deals
• Shorter sales cycles and increased revenue conversion