Project Manager - Salesforce CRM Implementation

The Position

• We are seeking an experienced and commercially astute Project Manager to lead the end-to-end implementation of Salesforce CRM across the business.
• This role will drive the full lifecycle of the Salesforce deployment, including solution design, stakeholder alignment, system integration, implementation, adoption, and optimization. A key focus will be ensuring seamless integration between Salesforce, Rencore, and Mambu to support customer management, loan origination, deposit onboarding, and card product workflows.
• As the Salesforce Champion, you will work closely with business and technology teams to deliver a platform that drives operational efficiency, customer experience, and business growth.

Responsibilities
Salesforce Project Delivery:

• Lead full lifecycle Salesforce implementations and enhancements—from requirements gathering and solution design through configuration, integration, testing, data migration, training, go-live, and post-go-live optimization.
• Develop and manage detailed project plans, timelines, budgets, resource plans, and risk registers using Agile, Waterfall, or hybrid methodologies.
• Serve as the Salesforce Implementation Champion by building executive sponsorship, driving cross-functional alignment, and promoting user adoption across departments.
• Work closely with Salesforce architects, developers, administrators, and external implementation partners to deliver high-quality solutions.
• Facilitate workshops, process mapping, gap analysis, and requirements sessions to translate business needs into effective Salesforce configurations and automations.
• Lead change management, communication plans, and training programs to maximize user adoption and minimize resistance.
• Manage project budgets, vendor relationships, and resource allocation to deliver projects on time and within budget.
• Deliver the Salesforce CRM implementation aligned to business goals across the Loans, Deposits, and Cards business lines.

Project Planning & Governance:

• Develop and maintain a comprehensive project plan covering scope, milestones, resource allocation, risk management, and budget tracking.
• Establish governance structures including steering committee meetings, working groups, and cross-functional status reviews.
• Monitor and report project health metrics including RAG status, issue logs, dependency maps, and change control.
• Apply structured project management methodologies appropriate to the implementation context.

Systems Integration & Technical Oversight:

• Lead the design and delivery of the Salesforce → Rencore → Mambu integration model.
• Define data flow specifications, field mapping, and API integration requirements with architects and integration teams.
• Define and validate condition-based triggers governing when customer information is propagated into Mambu.
• Oversee data migration, system integrations, and quality assurance activities.
• Coordinate User Acceptance Testing (UAT), System Integration Testing (SIT), and regression testing cycles.

Product Workflow Delivery:

• Oversee Salesforce workflow design and configuration for Loans, Deposits, and Cards product lines.
• Ensure workflows align with regulatory, compliance, and operational requirements.
• Support:
  • Loans: Lead capture, credit application intake, document collection stages, underwriting handoff, and disbursement triggers.
  • Deposits: Account opening workflows, customer onboarding journeys, compliance documentation, and activation conditions.
  • Cards: Card application management, eligibility checks, approval workflows, and fulfilment integration.

Customer & Lead Data Management:

• Define data governance standards for customers and lead information managed within Salesforce, including mandatory fields, data quality rules, and lifecycle stages.
• Establish validation frameworks that determine when a lead record matures into a customer profile eligible for downstream system population.
• Ensure the integrity and completeness of data migrated or created in Salesforce, with traceability into Rencore and Mambu.

Stakeholder & Change Management:

• Serve as the primary point of accountability for all Salesforce implementation workstreams with internal and external stakeholders.
• Manage relationships with implementation partners, Rencore technical teams, and Mambu integration support.
• Lead organisational readiness activities, including training programmes, process documentation, and adoption tracking.
• Proactively manage stakeholder expectations and escalate risks or blockers through appropriate governance channels.

Compliance & Regulatory Alignment:

• Ensure the implementation adheres to NDPR and applicable regulatory requirements.
• Collaborate with Compliance and Legal teams to ensure AML, KYC, and credit risk requirements are embedded within workflows.
• Ensure audit trails are built into Salesforce configurations to support regulatory reporting and audit requirements.

Requirements
Education & Experience:

• Bachelor’s Degree in Computer Science, Information Systems, Business Administration, or a related field; Master’s degree is an advantage.
• Minimum of 7 years of project management experience, with at least 3 years managing CRM or enterprise software implementations.
• Proven track record delivering Salesforce implementations in complex, multi-stakeholder environments.
• Demonstrated experience managing system integration projects involving multiple platforms, APIs, and data pipelines.
• Experience in financial services or fintech, with knowledge of core banking concepts, loan origination, deposit management, or card processing.
• PMP, PRINCE2, SAFe, or equivalent project management certification required.

Technical Expertise:

• Strong knowledge of Salesforce platforms including Sales Cloud, Service Cloud, or Financial Services Cloud.
• Experience managing integration architecture, APIs, data migration, and data quality initiatives.
• Familiarity with Mambu or similar cloud-native core banking platforms.
• Proficiency with project management tools such as JIRA, MS Project, Asana, and Confluence.

Preferred Qualifications:

• Salesforce Administrator or Salesforce Project Management certification.
• Experience working in regulated financial services environments.
• Knowledge of CBN regulatory frameworks.
• Experience supporting large-scale digital transformation programmes.

This Job Is Perfect For You If You:

• Have successfully delivered enterprise CRM implementations from planning through deployment.
• Can balance business priorities, technical requirements, and stakeholder expectations.
• Thrive in complex, cross-functional environments.
• Have strong systems thinking and integration experience.
• Are highly organized, commercially minded, and delivery focused.

Application Closing Date
Not Specified.

How to Apply
Interested and qualified candidates should:
Click here to apply online

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