Salesforce Project Analyst

Sonoma Consulting is one of the fastest growing national IT Consulting and Executive Search company in the United States, which was founded in 2011 by Mark McGee, the President and CEO. Sonoma Consulting has two business divisions - IT Consulting Services & Executive Search to serve its 150 national clients which range from entrepreneurial start-ups to Global Fortune 500.

As a member of the Delivery Management Office (DMO) team, the Sr. Project Manager, you are responsible for enabling  solutions that support the development of new and existing program functionality that drive sales within the organization. You will be responsible for configuration, reporting, support, maintenance and overall improvement of the client  platform.

The ideal candidate will have exceptional communication and management skills to keep projects in scope, on budget and delivered on time. They will directly manage and provide oversight on all aspects of new  implementations and internal projects that are formally initiated. They are the main point of contact to the DMO for the business executives on  initiatives.

• Work with business partners to realize full capabilities of  CRM to meet business requirements and implement efficient workflows
• Participates in the development and document of functional, technical requirements as well design reviews
• Responsible for creating standard and ad-hoc reports and dashboards
• Design, build and support configurations within  CRM applications
• Develop user stories for the development of additional CRM system functionality
• Facilitate continued enhancements of , aligning with business processes and business reporting requirements
• Create and manage work flows, approval processes, and campaigns within
• Engage & utilize  premiere support for maintenance & configuration support
• Facilitate continued enhancements of , aligning with business processes and business reporting requirements
• Create and administer profiles, permission sets, users, groups
• Responsible for data management within  applications
• Participate in project planning activities to provide input on work effort and cost estimates
• Responsible for leading User Acceptance Testing (UAT) and managing go-live activities with IT and business units
• Develop and deliver innovative solutions while utilizing best practices and governance
• Provide support for production environment including incident management and resolution

• 7+ years of CRM experience and at least 4+ years of experience working with  as an administrator
• Expertise of  best practices and governance standards
• Working knowledge of APEX (classes and web services), Visual Force, Salesforce APIs, SOQL,  platform
• Strong understanding of release management and change control processes
• Strong technical understanding of functional and technical system architecture
• Strong working knowledge of  platform out-of-the-box functionality and configuration
• Relevant project/program management work experience across multiple operational and/or technology areas and services
• Strong project management and organizational skills
• Experience with software development delivery methods (Waterfall, Iterative, Agile, Lean, etc.) and tools preferred
• Experienced in Microsoft Office tools, particularly Microsoft Project and/or Project Server, and Share Point
• Proven experience working in a matrix environment, managing multiple stakeholders, as well as possess leadership presence

• Certification in Advanced Developer and Advanced Administrator
• Direct work experience in financial services and/or insurance industry

All your information will be kept confidential according to EEO guidelines.