Project Manager II (FINS)

Coastal is seeking a Project Manager II to support growth in the Financial Services & Insurance vertical. The Project Manager will lead delivery teams to ensure successful project execution, manage client relationships, and oversee risks and issues throughout the project lifecycle.

Responsibilities:

• Lead the delivery team, drive desired professional behaviors and motivate the team to the highest levels of performance and ensure that team resources have the best conditions to perform successfully
• Perform Scrum Master duties as required by individual clients
• Ensure all team members understand their role and delegated tasks on the project
• Empower each team member by enabling, mentoring and delegating tasks for their success
• Manage the client relationship throughout the engagement to build and maintain a strong customer relationship
• Continually assess people, process and technology risks and adjust project plans to address them accordingly
• Proactively manage risks and issues and the communication upwards both internally and with client to ensure that project KPIs are defined and baseline metrics are recorded
• Provides mentoring and guidance to Coastal project team members and maintains accurate metrics of performance throughout implementations
• Leverage a solid understanding of the Salesforce product suite in order to validate key design options and present proposal solutions to all levels of client management
• Leverage your solid understanding of the Salesforce product suite and project understanding to validate with the team members key design options and assist in presenting/representing proposal solutions to all levels of client management
• Set up and maintenance of tools to track overall project execution including Project Plan, Forecast accuracy, TaskRay set up and execution, Risk & Issue log
• Responsible for proper close out of the project including CSAT review
• Support change management initiatives and overall Coastal best practices
• Travel with client or project team as needed

Requirements:

• Minimum five years of full life-cycle Salesforce implementation experience as Project Manager, providing strong leadership and delivery oversight
• Strong client management and communication skills, ability to interface with high-level internal and external stakeholders with a focus on building trust and collaboration
• Minimum of an active Salesforce Administrator or other Salesforce certification required
• Ability to maintain oversight and organization of multiple mid to large level projects ranging in duration, size, and budget with multiple workstreams in the Salesforce ecosystem
• Exposure to Multiple Salesforce Clouds and integration with additional SaaS platforms
• Exceptional writing and presentation skills, ability to lead high-level stakeholders in technical discussions and project oversight
• Ability to lead internal team stand-ups, providing guidance and mentorship throughout the project delivery lifecycle
• Work with leadership to follow up with client (and/or internally) to communicate and execute mitigation plan
• Must have full-time permanent US work authorization
• Bachelor's Degree preferred, or equivalent experience
• PMP Certification
• Salesforce Administrator Certification preferred