salesforce administrator

Workwear Outfitters

<div>Workwear Outfitters has a strong legacy of building innovative and authentic market-right products and is a leading supplier of work apparel and footwear for diverse occupations in industries such as automotive, manufacturing, oil and gas, utilities, government, food services, telecommunications, hospitality, and many more. Workwear Outfitters is based in Nashville, Tennessee with over $800 million in sales and we employ more than 5,800 people in facilities spanning the globe.
Brands under the Workwear Outfitters umbrella include Red Kap&reg;, Bulwark&reg;, Image Authority&reg;, Kodiak&reg;, Terra&reg;, Liberty &reg;, Work Authority&reg;, Workrite&reg; Fire Service, Chef Designs&reg;, and Horace Small&reg;. Workwear Outfitters is also the exclusive licensee for Dickies&reg; apparel in the B2B channel.
Our Purpose: &ldquo;We champion and empower workers who make our world work better&rdquo;
Major benefits include medical, vision and dental, Life and Disability coverage.
Other benefits included: 401K, Tuition reimbursement, Employee Assistance Program, Flexible Spending Accounts, and many others.
What You Will Do as a CRM Analyst: The CRM Analyst role is responsible for the WWOF Customer Relationship Management (CRM) system, acting as a strategic partner with internal stakeholders to help produce solutions to drive revenue, increase overall efficiencies, drive data integrity through processes/routines and help solve business problems.
How You Will Make a Difference:
<ul><li>Serve as a senior-level system administrator for the Salesforce Lightning environment managing fields/objects, record types, data validation, content/visuals, integrations (both internal and external), and other features as needed.
</li><li>Lead continuous analysis of Salesforce.com platform features, releases, upgrades, and best practices that align with organizational vision and strategy and that achieve the greatest business impact.
</li><li>Maintain proper documentation of processes, policies, and configurations (including functional and technical designs) made to the system in accordance with ISO requirements and in preparation for releases and upgrades.
</li><li>Interpret communications between technical process, business stakeholders, and users.
</li><li>Develop and execute comprehensive Salesforce CRM training for sales teams and end users, including creating materials, leading sessions, and supporting ongoing adoption and best practices.
</li><li>Build and maintain reports/dashboards that monitor sales activity, revenue, and opportunity pipeline.
</li><li>Create materials (trainings, resources, videos, etc.), supporting user adoption and best practices to socialize key learnings for broader enablement.
</li><li>Work with WWOF&rsquo;s SFDF team and stakeholders to establish suitable processes to support administrative, development, and change management activities.
</li><li>Qualify and evaluate vendors and applications to present business use cases for system improvement and implementation.
</li><li>Engage with brand managers, merchandisers, marketing, and other departments to define and document development requirements and identify modifications to impact business processes.
</li></ul>Skills for Success:
<ul><li>Bachelor&rsquo;s degree and 3-5 years of experience; or relevant experience
</li></ul><ul><li>Current Salesforce Certified and Certified Advance Administrator Certifications required
</li></ul><ul><li>Salesforce Certified Platform App Builder and Salesforce Certified Business Analyst preferred
</li></ul><ul><li>Experience in sales with an understanding of different sales methodologies, sales cycles, and customer journeys in a multi-branded organization.
</li></ul><ul><li>Hands on experience &amp; functional understanding of core Salesforce features including, custom objects, page layouts, profiles, permissions, approval processes, and automation plus and understanding of the relationship between core platform and other Salesforce clouds.
</li></ul><ul><li>Proven experience training sales teams and users on Salesforce, including developing training materials, delivering in-person and virtual sessions, and driving user adoption and best practices.
</li></ul><ul><li>Strong presentation, communication (written and verbal), and interpersonal skills
</li></ul><ul><li>A team player with a positive and flexible attitude
</li></ul><ul><li>Problem solving skills to support business outcomes
</li></ul><ul><li>High energy level. Self- starter; willing to take initiative.
</li></ul><ul><li>Passionate about technology and solving web-focused problems.</li></ul></div>

CRM Analyst (Remote)

Cloud and Things

<div>Our goal is to solve problems and deliver results for our clients. At Cloud and Things, you can be a part of transforming the public sector&rsquo;s IT environment. Our team is on the forefront of helping to solve the government's most complex IT challenges. If you are seeking a role that offers the opportunity to work on rewarding projects, consider a career with Cloud and Things.? 
 
*This is an exempt position. Salary commensurate with experience* 
 
Overview: 
Location: Hybrid &ndash; Albany, NY 
Salary: $105,000 - $115,000 
 
We are seeking a Automation Engineer who will support our NYS client with critical system upgrades, modernization efforts, and Salesforce integration initiatives. This role is responsible for designing and implementing scalable automation solutions that improve quality, reliability, and compliance across the software development lifecycle. The ideal candidate will combine strong Salesforce platform knowledge with experience in automated testing, process optimization, and stakeholder collaboration. 
 
Duties:
<ul><li>Design and implement sustainable, scalable automation solutions to meet and exceed organizational, program, and project quality objectives
</li><li>Discover and eliminate quality problems by gathering requirements and implementing automated process controls
</li><li>Create end-to-end automated scenario testing across systems, identifying risk areas and dependencies early in the development lifecycle
</li><li>Review business and technical requirements to define automation scope, test coverage, and validation strategies
</li><li>Develop comprehensive test strategies that address both functional and non-functional requirements
</li><li>Create and maintain key project deliverables ensuring final product quality and robust quality assurance/quality control (QA/QC) processes
</li><li>Support audit-friendly testing scenarios and compliance validation often required in public sector implementations
</li><li>Validate and execute automated test cases across platform standard functionality (workflow automation, validation rules, security models)
</li><li>Implement automated validation for specialized workflow components (OmniScripts, FlexCards, DataRaptors/DataMappers)
</li><li>When required, perform hands-on test preparation, execution, and automation across various products and testing frameworks
</li><li>Guide consultative engagements with stakeholders on their quality assurance and process automation challenges
</li><li>Act as automation domain lead by coordinating and aligning work of multiple internal and third-party QA resources
</li><li>Maintain close alignment with project and engagement managers to support planning and implementation in collaboration with immediate and extended teams
</li></ul>Mandatory Qualifications:
<ul><li>Certifications:
<ul><li>Salesforce Certified Administrator
</li><li>Salesforce Certified App Builder
</li><li>Salesforce Certified Advanced Administrator
</li></ul></li><li>7+ years of experience working on complex projects with 2 or more years in a leadership role as a Automation Engineer
</li><li>3+ years of Salesforce development experience using various Salesforce products (e.g. Service Cloud, Data Cloud , CRM/Case Management etc).
</li><li>3+ years of experience in configuring and customizing Salesforce solutions using declarative tools (Flows, OmniStudio, Validation Rules) and Apex/LWC where needed to automate business process and case management processes.
</li><li>2+ years of experience in of platform data architecture (Objects, Relationships, Schema).
</li><li>2+ years of experience in security models (Profiles, Permission Sets, Object-Level Security, Field-Level Security, Sharing Rules).
</li><li>2+ years of experience with one or more enterprise test automation tools (Provar, Selenium WebDriver, SmartBear) Other Salesforce-compatible automation frameworks.
</li><li>2+ years of experience with custom programming languages (Apex) from a consumer and testing perspective.
</li><li>2+ years of experience with modern web component frameworks (Lightning Web Components) for validation testing.
</li><li>2+ years of experience testing and validating custom component behavior, integration points, and user interactions.
</li><li>2+ years of experience testing OmniStudio components (OmniScripts, FlexCards, DataRaptors/DataMappers).
</li></ul>
 
Cloud and Things complies with all applicable federal, state, and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race,?color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. 
 
AI-Assisted Resume Evaluation Notice 
Cloud and Things &ndash; Talent Management 
 
Notice to Candidates 
Cloud and Things utilizes artificial intelligence (AI) tools to assist our recruiting team in evaluating candidate applications for streamlining; consistency, efficiency, and thoroughness. All hiring decisions are ultimately made by our human recruiting professionals. 
 
How AI Is Used 
Our AI tools assist by:
<ul><li>Analyzing resumes against job requirements
</li><li>Supporting our recruiters in candidate data evaluation
</li><li>Ensuring consistent review standards across all applications
</li></ul>Important: AI serves as a support tool only. As noted above, all candidate selection and hiring decisions are made by experienced human recruiters. Your unedited resume will be processed by our AI tools as part of this evaluation. 
 
Your Data and Privacy 
 
Cloud and Things Data Handling:
<ul><li>Your information is processed securely and used exclusively for recruitment purposes
</li><li>Cloud and Things may store your resume in our Applicant Tracking System (ATS) indefinitely for future job matching opportunities
<ul><li>You may opt out of long-term ATS storage by emailing your name and your request to opt out of storing your resume in the ATS to: security@cloudandthings.com
</li></ul></li><li>All personal information is handled confidentially in accordance with our privacy policy
</li></ul>
 
AI Tool Data Processing:
<ul><li>AI processing data is retained for a maximum of 90 days, after which it is deleted
</li><li>All data sent to AI tools is encrypted in transit and at rest
</li><li>AI tools comply with applicable privacy laws including GDPR and CCPA
</li><li>Personal data is anonymized or minimized wherever possible during AI processing
</li></ul>
 
Your Participation 
By submitting your application, you acknowledge this notice and consent to AI-assisted evaluation as part of our recruitment process. You may opt out only by choosing not to submit your resume for consideration.</div>

Automation Engineer - (Required - Salesforce Certified Advanced Administrator)

Motive

<div><div>Who we are:

Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance teams can manage their drivers, vehicles, equipment, and fleet related spend in a single system. Combined with industry leading AI, the Motive platform gives you complete visibility and control, and significantly reduces manual workloads by automating and simplifying tasks.

Motive serves nearly 100,000 customers &ndash; from Fortune 500 enterprises to small businesses &ndash; across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector.

Visit gomotive.com to learn more.</div><div>
<div>
<h3 class="jobSectionHeader">About the Role:</h3>

As an Associate Systems Administrator at Motive, you will be responsible for administration, management and support of our Salesforce and integrated Enterprise Systems applications used by our customers and internal Sales, Sales Operations, Marketing, Marketing Operations, Customer Success, Customer Support and Finance teams. You will have the opportunity to work with integrations as we expand our suite of applications.

You will be joining a dynamic and fast paced team of experienced Salesforce Administrators and Developers. We will work closely together to design the best solutions for our users, and make the best technical decisions for our company that will significantly impact Motive&rsquo;s growth and global expansion.
<h3 class="jobSectionHeader">
What You'll Do:</h3>
<ul><li>Provide real-time support for issues related to Salesforce and other integrated platforms; troubleshoot, escalate, and resolve issues promptly reported on the Enterprise Systems Service Desk.</li>
<li>Administer and support Salesforce.com, including but not limited to user management, data import/update, bug investigations, and enhancements.</li>
<li>Manage end-user profile configurations, reporting, dashboards, and permissions.</li>
<li>Oversee the onboarding for the Enterprise Systems Tech-Stack.</li>
<li>Analyze and prioritize enhancement requests and implement appropriate changes and/or escalate to the change advisory board when necessary.</li>
<li>Manage workload and projects, many on a time-sensitive basis, while maintaining accuracy and strong attention to detail.</li>
<li>Create and update documentation for different audiences within the team.</li>
<li>Implement minor admin-level changes in Salesforce and sandboxes based on gathered requirements.</li>
</ul><h3 class="jobSectionHeader">What We're Looking For:</h3>
<ul><li>Engineering background with an understanding of technology related to Business Systems.</li>
<li>Minimum of 3 years of implementing, operating, maintaining, or using Salesforce.com, with hands-on administrative, configuration, and process management experience.</li>
<li>Proven ability to work independently, set priorities, and handle multiple tasks with concentration, speed, and accuracy to meet deadlines.</li>
<li>Salesforce Administration Certification .</li>
<li>Understanding of Salesforce.com's Sales and Service Cloud Architecture.</li>
<li>Excellent communicator with strong analytical, facilitation, and problem-solving skills</li>
<li>Experience with Zuora and NetSuite could be a plus.</li></ul></div> 

</div><div>Creating a diverse and inclusive workplace is one of Motive's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.

Please review our Candidate Privacy Notice here.

UK Candidate Privacy Notice here.

The applicant must be authorized to receive and access those commodities and technologies controlled under U.S. Export Administration Regulations. It is Motive's policy to require that employees be authorized to receive access to Motive products and technology.</div></div>

Associate Salesforce Admin

Idealist Consulting

<div><div>Tenacious, pragmatic, with a keen sense of humor? You just might be an Idealist!

At Idealist Consulting, we are innovators and problem-solvers committed to global progressive action. We help organizations grow through Salesforce implementation, marketing automation, and custom application development.

As a Salesforce for Nonprofits: Business Analyst you&rsquo;ll work closely with clients to provide post implementation support, system optimization, and/or ongoing administration as contracted.
<div>
This is a 1099 contract part-time position.</div> 
</div>
<h3 class="jobSectionHeader">How You&rsquo;ll Contribute:
</h3><div><ul><li>Provide system administration, design, and optimization services inline with Managed Service contract engagement standards &amp; SLA&rsquo;s
<ul>
<li>Educate, guide, and empower clients in the Idealist Way
</li>
<li>Balance response times and approvals across multiple assignments
</li>
<li>Plan activities from requirements to solution design using prescribed project management tools and delivery methodologies to ensure continuity in communication and project quality
</li>
<li>Escalate client or consultant capacity concerns to Client Success for resolution support
</li>
</ul></li><li>Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization
<ul>
<li>Facilitate client need assessment, through user story collection, grooming, and prioritization
</li>
<li>Favor declarative configuration with custom fields, objects, layouts, views, reports, dashboards, and automation
</li>
<li>Support validation and user acceptance testing
</li>
<li>Ensure data integrity, hygiene, and security
</li>
<li>Provide documentation to empower client understanding and ownership of their system
</li>
<li>Facilitate the selection and implement third-party solutions and applications as needed
</li>
<li>Translate client business requirements into well-architected solutions that best leverage the platforms, products, and applications
</li>
<li>Lead data mapping efforts during solution design and implementation phases, ensuring data integrity and usability across systems
</li>
</ul></li><li>Provide on project mentorship for Jnr Consultants and new hires
</li>
<li>Assist Sales and Services Teams in preparing estimates for implementation, providing detailed level of effort estimates for proposed solutions and Alert Client Success of new opportunities as identified
</li>
<li>Stay up to date on Salesforce best practice, ecosystem trends, and product releases
<ul>
<li>Advise and train clients on product enhancements, new functionality, and adoption opportunities
</li>
</ul></li></ul></div><h3 class="jobSectionHeader">Your Background Includes:</h3><div>
Baseline Expectation:</div>
<ul>
<li><div>1&ndash;6 years of experience as a Business Analyst or Salesforce Consultant, with hands-on experience in Salesforce implementations (Experience Cloud and/or Agentforce Nonprofit/NPC preferred)</div>
</li>
<li><div>Current working knowledge of Salesforce for nonprofits recent releases and roadmap</div>
</li>
<li><div>Able to solve automation requirements with Flow</div>
</li>
<li><div>Excellent verbal and written communication skills including the ability to translate technical concepts to a non-technical audience</div>
</li>
<li><div>Ability to balance multiple project assignments at one time</div>
</li>
<li><div>Creative and analytical thinking with a passion for solving customer problems with software solutions</div>
</li>
<li><div>Understanding of nonprofit business process and complexities</div></li></ul> 
<div>
</div><div>Extra Credit:</div>
<ul>
<li><div>Salesforce certifications such as: Experience Cloud, Agentforce Nonprofit, and/or Agentforce Specialist</div>
</li>
<li><div>Previous experience as a Salesforce for Nonprofit consultant</div>
</li>
<li><div>Experience managing projects or engaging in projects with technical and cross-functional components</div>
</li>
</ul><h3 class="jobSectionHeader">A Little More About Us:</h3><div>

Idealist Consulting was founded in 2006 by returning Peace Corp volunteer Rob Jordan to help nonprofits and progressive organizations grow mission impact through technology. We&rsquo;re committed to delivering innovative technical solutions to empower organizations working on some of the world's most important causes.
</div><div>
Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race, color, gender, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all.
</div>We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div>

(1099 Contract) Nonprofit Salesforce Consultant: Business Analyst

Steampunk

<div>Overview:
<div>
As a Steampunk Salesforce Functional Analyst, you will work with Technical/Solutions Architects and Developers to translate business requirements into well‐architected solutions that best leverage the Salesforce platform. Develop, test, document and maintain solutions, integrations, and data migration elements of a Salesforce implementation using Salesforce declarative or programmatic development resources such as flows, validations, approvals, Visualforce pages, Lightning components, and everything clicks not code. Execute test plans to ensure quality delivery using test code and unit tests. Follow coding standards and participate in code reviews during projects to ensure appropriate design patterns are followed.</div>
Contributions:
<ul><li>Handle administrative functions in Salesforce applications including maintenance of user accounts, profiles, roles, security, and data access, setting up flows, sharing rules and permission sets.</li><li>
Administer standard and custom fields, map them out across integrations</li><li>
Analyze database issues and troubleshoot problems.</li></ul><ul><li>
Assist in training rollouts to new users and grow the application knowledge.</li><li>
Envision, develop, and deploy tools to streamline processes to gain efficiencies and improve key metrics</li><li>
Keep up to date on new Salesforce features</li></ul>
Qualifications:
<ul><li>Salesforce certified professional with a minimum of two years of Salesforce functional experience.</li><li>
Experience working with product owners to understand business needs and translate them into Salesforce specific user stories.</li><li>
Experience delivering a Salesforce project using Agile.</li><li>
Experience leading grooming sessions, developing the product backlog, leading Sprint ceremonies, planning and conducting testing and other functional related activities.</li></ul><ul><li>
Has experience leading, mentoring, and overseeing the work of junior functional resources.</li><li>
Certified Scrum Master preferred</li><li>
Must have a BA/BS degree.</li></ul>
About steampunk:
<div>
Steampunk relies on several factors to determine salary, including but not limited to geographic location, contractual requirements, education, knowledge, skills, competencies, and experience. The projected compensation range for this position is $80,000 to $150,000. The estimate displayed represents a typical annual salary range for this position. Annual salary is just one aspect of Steampunk&rsquo;s total compensation package for employees. Learn more about additional Steampunk benefits here.</div><div></div><div> 
Identity Statement</div><div>
As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.</div><div></div><div> 
Steampunk is a Change Agent in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our Human-Centered delivery methodology, we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an employee owned company, we focus on investing in our employees to enable them to do the greatest work of their careers &ndash; and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit http://www.steampunk.com.</div><div></div><div> 
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Steampunk participates in the E-Verify program.</div></div>

Salesforce Functional Analyst

Intapp

<div>Intapp's Sales and Revenue Operations teams rely on a best-in-class quoting and opportunity management system to close deals faster and maintain audit integrity. We're seeking a CRM Specialist to own the design and continuous improvement of our DealCloud and Opportunity-to-Quote ecosystem.
You'll partner with Sales Operations, Finance, and Product teams to architect workflows that accelerate deal velocity, enforce pricing governance, and reduce manual work.
What you will do:
Solution Design &amp; Architecture<ul><li>
Design the end-to-end quote lifecycle: qualification configuration pricing approval closure</li><li>
Become an expert in DealCloud and opportunity-to-quote workflows</li><li>
Define integration architecture between DealCloud, CPQ tools, and downstream billing/contract systems</li><li>
Establish dashboards and reporting to track pipeline, conversion, and approval bottlenecks</li></ul>
Operational Leadership &amp; Governance<ul><li>
Develop and maintain solution documentation and design standards</li><li>
Own quote approval hierarchies, discount governance, and pricing strategy implementation</li><li>
Design and enforce data validation rules, stage progression logic, and audit trails across the opportunity lifecycle</li><li>
Establish best practices around change management, solution governance, and release coordination</li></ul>
Enablement &amp; Stakeholder Engagement<ul><li>
Partner with business stakeholders (Sales, Finance, Revenue Ops) to translate needs into technical requirements</li><li>
Deliver training and documentation to support teams and end-users</li><li>
Proactively identify future capability needs and propose iterative solutions</li><li>
Work with Integration and Data Solutions teams to address technical dependencies</li></ul>
What you will need:
<ul><li>5+ years of systems-facing work with demonstrated progression</li><li>
2+ years specifically in CRM configuration and solution architecture</li><li>
Understanding of how business processes map to system design</li><li>
Hands-on experience with Salesforce, Microsoft Dynamics, or comparable CRM</li><li>
Real exposure to CPQ tools (DealHub, Salesforce CPQ, Conga preferred)</li><li>
Deep understanding of sales cycle processes: opportunity qualification quote generation deal closure</li><li>
Ability to design system architecture across multiple platforms</li><li>
Comfort with data flow, integration patterns, and reporting requirements</li><li>
Experience working with revenue operations, sales operations, or finance teams</li><li>
Strategic communicator who translates between business and technical teams</li><li>
Strong documentation practices and attention to change management</li><li>
Problem-solver who thinks proactively about future needs</li><li>
Listener who asks good questions and validates requirements before designing</li></ul>
Bonus if you have:<ul><li>
Subscription or recurring revenue business model background</li><li>
DealCloud or Intapp OnePlace platform experience</li><li>
Quote approval hierarchy and discount governance design</li><li>
ERP/billing system integration architecture</li><li>
CPQ process automation and workflow design</li></ul>
What you will gain:
At Intapp, you&rsquo;ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You&rsquo;ll be part of a growing public company, with a modern work environment that&rsquo;s connected yet flexible and where your professional growth and well-being are top priorities. We&rsquo;ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.
Here, you will have the opportunity to:<ul><li>
Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.</li><li>
Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.</li><li>
Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.</li></ul>
Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.
Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain &ldquo;@intapp.com&rdquo; or &ldquo;@dealcloud.com&rdquo; to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.</div>

CRM Product Specialist

Plative

<div><div>The PMO Director is a strategic leadership role responsible for the health, standards, and profitability of Plative&rsquo;s global project portfolio. You will oversee a high-performing team of Project Managers delivering complex Salesforce and NetSuite transformations. Candidates for this role should possess strong platform implementation and delivery experience (preferably Salesforce.com and/or NetSuite) and integration capabilities. The ideal candidate will provide visible leadership, accountability, and authority over high profile, enterprise-level projects. The PMO Director will also be responsible for managing, mentoring and coaching a team of project managers and ensuring a structured and consistent project management practice across our delivery engagements.

Key Responsibilities

Strategic Portfolio Leadership
<ul>
<li>Executive Oversight: Provide senior leadership and accountability for a diverse portfolio of enterprise-level ($1M+) Salesforce and NetSuite implementations.</li>
<li>Strategic Escalation: Serve as the ultimate point of contact for client executives, ensuring long-term partnership health and resolving complex delivery roadblocks.</li>
<li>Resource &amp; Capacity Planning: Lead cross-functional resource alignment to optimize utilization and balance project priorities across the global delivery team.</li>
<li>Financial Stewardship: Oversee portfolio-wide financial health, including budget accuracy, margin protection, and rigorous project auditing.</li>
</ul>
PMO Operational Excellence
<ul>
<li>Methodology Governance: Standardize and evolve Plative&rsquo;s delivery framework, blending Agile and Waterfall best practices to ensure a consistent, world-class client experience.</li>
<li>Continuous Improvement: Architect and maintain the PMO &quot;toolkit&quot;&mdash;including templates, automation in project management tools, and reporting dashboards.</li>
<li>Data-Driven Insights: Utilize internal tools (Jira, Smartsheet, etc.) to generate actionable insights on project health, team velocity, and delivery risks for the executive leadership team.</li>
</ul>
Team Development &amp; Mentorship
<ul>
<li>Talent Leadership: Recruit, onboard, and manage a team of high-level Project Managers across the Salesforce and NetSuite practices.</li>
<li>Performance Coaching: Foster a culture of professional growth through structured mentoring, certification pathways, and performance management.</li>
<li>Change Management: Champion internal adoption of new processes and tools to ensure the delivery team remains agile and efficient.</li>
</ul>
Basic Qualifications
<ul>
<li>Experience: 10+ years of progressive project management experience, with at least 5 years in a leadership role within a professional services or management consulting firm.</li>
<li>Scale: Proven track record of overseeing portfolios exceeding $5M+ and managing individual enterprise projects valued at $1M+.</li>
<li>Technical Foundation: 5+ years of experience with mid-to-enterprise scale technology implementations (Salesforce, NetSuite, or equivalent ERP/CRM).</li>
<li>Executive Presence: Exceptional communication skills with a proven ability to influence C-Suite stakeholders.</li>
<li>Tool Expertise: Expert-level command of enterprise work management tools (e.g., Jira, Smartsheet, Mavenlink, FinancialForce) and financial reporting.</li>
</ul>
Desired Qualifications
<ul>
<li>Domain Expertise: Deep technical understanding of the Salesforce and NetSuite ecosystems.</li>
<li>Credentials: PMP, PRINCE2, or Agile (CSM/SAFe) certifications are highly preferred.</li>
<li>Platform Certifications: Multiple Salesforce or NetSuite certifications (e.g., Salesforce Certified Administrator, NetSuite ERP Consultant).</li></ul></div><div> 
How You&rsquo;ll Embody Our Core Values

At Plative, our core values shape how we work, collaborate, and grow. As part of the team, you will:
<ul>
<li>Put People First by building trusted relationships with clients and mentoring teammates.</li>
<li>Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.</li>
<li>Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.</li>
<li>Take the Path You&rsquo;ll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.</li>
<li>Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.</li>
</ul>
What Happens Next? 
We know that applying for a new role takes time and energy. At Plative, every application is thoughtfully reviewed by real people on our Talent Team. We aim to review applications within 2 weeks. If we think your skills align with what we&rsquo;re looking for, we&rsquo;ll be in touch to connect further!

Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.</div></div>

PMO Director

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