About the Role
We are seeking an experienced Salesforce Project Manager to 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
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)
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
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
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
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)
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
