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Salesforce Project Manager



Sales & Business Development, Operations
San Jose, CA, USA · San Antonio, TX, USA · Houston, TX, USA · Phoenix, AZ, USA
Posted on Tuesday, June 11, 2024

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM is the leading provider of audit, tax and consulting services to the middle market, which is the engine of global commerce and economic growth. With over 15,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues, and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment.

Through a supportive, caring culture, our people are empowered to be their authentic selves, make an impact, own their futures and achieve their personal and professional aspirations. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients.

As a member of RSM’s consulting team, you’ll work directly with key decision makers and company owners to gain a better understanding of the challenges they face. This experience also allows you to see firsthand the positive impact your efforts can have on the client's success.

We are looking for a seasoned Project Management Professional to join our Salesforce consulting team. You will be working with RSM consultants and clients utilizing your project management leadership, expertise, and talent to provide project management oversight to medium and large-scale digital transformations. The Project Manager’s oversight will enforce project timelines and budget adherence resulting in increased client satisfaction, improved delivery and implementation practices and project profitability. Experience with Salesforce implementations and Agile methodology is an important element of this position.


  • Assess, establish, and organize all phases of a Salesforce project implementation.
  • Manage multiple workstreams and project types at once.
  • Partner with Architects and a team of consultants to identify and resolve any project issues or complexities.
  • Develop and manage full-scale project plans to include identifying and managing project dependencies and critical paths.
  • Proactively manage changes in project scope, identify potential out of scope activities, and devise contingency plans and/or roadmaps for future phases.
  • Adapt to client and team expectations for timeliness, responsiveness, accuracy, service quality, and thoroughness.
  • Leverage technical and industry knowledge as well as client history to increase efficiency and add value.
  • Own the client relationship to ensure collaboration across all lines of business and internal functions to meet or exceed client expectations.
  • Serve as an escalation point to team members while facilitating prompt and appropriate responses to project issues and risks.
  • Forecast project resourcing and project timelines based on task and team member allocation.
  • Effectively and regularly communicate project expectations to internal consultants and clients in a timely and clear fashion.
  • Work directly with leadership and other team members to develop best practices and tools for project execution.


  • 5+ years of overall project management or software implementation experience with 70% of the experience being in Salesforce projects (Sales and Service cloud).
  • 2+ years being a lead project manager within software development life cycle and delivery methodologies (Agile preferred).
  • Experience in large Salesforce transformations of $1M or more with 7+ team members.
  • Experience with Salesforce Sales and Service Cloud as well the business acumen around the sales and service business models.
  • Track record of successfully managing timelines and meeting or exceeding client expectations
  • Strong skills in assessing the big picture quickly to then delegate to team focused tasks.
  • Proactive in seeking knowledge to understand key happenings, needs/problems, and visions of success for the client’s business.
  • Excellent verbal, written, and interpersonal communication skills.
  • Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, Smartsheet, and Jira.
  • Proven ability to lead multi-workstream projects as well as multiple projects at a time.
  • Ability to travel up to 25% of the time.

Preferred Qualifications:

  • Prior consulting experience within a professional services setting.
  • Bachelor’s Degree or Certification in PMP.
  • Experience with multiple Salesforce clouds.
  • Prior people management experience.
  • Experience with Agile methodologies.

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

Compensation Range: $78,600 - $148,500

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.