Salesforce Project Manager

2 weeks ago

Mumbai, Maharashtra, India Boltin Full time

Lead and manage Salesforce implementation projects (Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud) within the wealth management domain.

Work closely with wealth advisors, operations, compliance, and IT teams to gather business requirements and translate them into scalable Salesforce solutions.

Provide hands-on configuration of Salesforce (flows, reports, dashboards, security, data model enhancements and customisation) where needed.

Oversee system integrations with wealth management platforms (portfolio management, KYC/AML, document management, e-signature, core banking, Fintech systems).

Manage full project lifecycle — RFP, requirements discovery, design, build, testing, UAT, deployment, and support.

Define and maintain project plans, sprints, budgets, risks, and stakeholder communications.

Drive data migration, data quality initiatives, and compliance (KYC, AML, regulatory reporting).

Ensure user adoption through training, documentation, and change management initiatives.

Coordinate with Salesforce developers, admins, and third-party vendors for successful project execution.

Deliver dashboards and analytics tailored for relationship managers, advisors, and compliance officers.

Required Qualifications

Bachelor's/Master's degree in Computer Science, Information Systems, Finance, or related field.

10+ years of experience with expertise in IT project management and Salesforce Platform.

Strong domain expertise in Wealth Management / Financial Services (client onboarding, KYC/AML, financial planning, portfolio reporting).

Hands-on Salesforce configuration skills (Flows, Validation Rules, Reports, Dashboards, Security, Permission Sets).

Hands-on Salesforce customisation skills (Apex, LWC, VF, Aura, Triggers, Batch Processes).

Good to have experience with Salesforce Financial Services Cloud (FSC).

Experience managing system integrations, data migrations, and AppExchange solutions.

Familiarity with Agile/Scrum methodologies; PMP/Agile certifications are a plus.

Excellent stakeholder management, communication, and leadership skills.

Preferred Skills

Salesforce Certifications:

Salesforce Certified Administrator

Salesforce Financial Services Cloud Accredited Professional

Salesforce Sales/Service Cloud Consultant

Experience working with wealth management firms, private banking, or investment advisory organizations.

  • Senior Salesforce Project Manager

    1 week ago

    Mumbai, Maharashtra, India beBeeProject Full time ₹ 15,00,000 - ₹ 28,00,000

    Job SummaryThis role is a challenging opportunity for an experienced professional to lead Salesforce project delivery, driving alignment with business objectives and ensuring seamless execution.Key ResponsibilitiesDevelop and execute comprehensive project plans, defining scope, allocating resources, and tracking progress to meet business...

  • Customer Success Manager

    2 days ago

    Mumbai, Maharashtra, India Salesforce Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a...

  • Customer Success Manager

    2 days ago

    Mumbai, Maharashtra, India Salesforce Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a...

  • Salesforce Project Lead

    2 weeks ago

    Mumbai, Maharashtra, India beBeeProject Full time ₹ 15,00,000 - ₹ 25,00,000

    Project Lead RoleWe are seeking a highly skilled and experienced Project Lead to oversee the planning, execution, and delivery of Salesforce projects.Key Responsibilities:Manage project timelines, resources, and deliverables to ensure successful outcomes.Lead and manage cross-functional teams to achieve business objectives.Develop and maintain effective...

  • Senior Director

    1 week ago

    Mumbai, Maharashtra, India Salesforce Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a...

  • Project Manager

    3 weeks ago

    Mumbai, Maharashtra, India Navsoft Full time

    A Salesforce Project Manager is responsible for overseeing the planning, execution, and delivery of Salesforce projects, ensuring they align with business objectives and are completed on time and within budgetJob Responsibilities- Lead and manage Salesforce projects through the full lifecycle: planning, design, development, testing, and deployment.- Gather,...

  • Project Manager

    3 weeks ago

    Mumbai, Maharashtra, India Navsoft Full time

    A Salesforce Project Manager is responsible for overseeing the planning, execution, and delivery of Salesforce projects, ensuring they align with business objectives and are completed on time and within budget Job Responsibilities Lead and manage Salesforce projects through the full lifecycle: planning, design, development, testing, and deployment. Gather,...

  • Project Manager

    2 weeks ago

    Mumbai, Maharashtra, India Navsoft Full time

    A Salesforce Project Manager is responsible for overseeing the planning, execution, and delivery of Salesforce projects, ensuring they align with business objectives and are completed on time and within budgetJob ResponsibilitiesLead and manage Salesforce projects through the full lifecycle: planning, design, development, testing, and deployment.Gather,...

  • Project Manager

    2 weeks ago

    Mumbai, Maharashtra, India Navsoft Full time

    Job Description :- Project Leadership : Lead Salesforce projects through the entire lifecyclefrom planning and design to development, testing, and deployment.- Requirements Management : Gather and analyze business requirements, then translate them into clear functional and technical specifications for the development team.- Stakeholder Communication : Serve...

  • Distinguished, Enterprise Architect

    2 weeks ago

    Mumbai, Maharashtra, India Salesforce Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategorySalesJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword —...