Salesforce Project Manager at IvyTek

About IvyTek

IvyTek’s success is based upon our commitment to our mission to deliver quality custom
software with personal service. IvyTek Finance, our premier Loan Management System, is an
industry leading, integrated platform for Loan origination, underwriting,
servicing, collections and business analysis so that lenders can easily help more borrowers.

Salesforce Project Manager Job Summary

The Salesforce Project Manager 1 will plan, establish, and manage IvyTek Finance
Implementation projects as well as Salesforce Managed Service projects and will serve as a
liaison between the business and technical aspects of assigned projects.

Supervisory Responsibilities:

● Direct and manage project development from beginning to end of multiple projects
across multiple clients
● Monitoring progress and motivating the development team and business team
● Effectively communicate, set, and continually manage project expectations with team
members and client stakeholders
● Management of timeline, cost and quality
● Management of releases and cutover plans


● Manages assigned software development projects to ensure adherence to budget,
schedule, and scope of the project
● Works with the Sales Team to develop, maintain, and revise proposals for assigned
projects including project objectives, technologies, systems, information specifications,
timelines, funding, and staffing
● Sets and tracks project milestones; manages and accounts for unforeseen delays, then
realigns schedules and expectations as needed
● Establishes and implements project communication plans, providing status updates to
affected staff and stakeholders
● Collect analyze and summarize information and trends as needed to prepare project
status reports
● Demonstrated ability to gather user requirements and convert them into a winning
project vision
● Ability to forecast project resourcing and project timeline based on tasks & team member
● Skilled with client demos and leading client meetings
● Performs other related duties as assigned

Required Skills/Abilities:

Required Skills/Abilities:
● Consumer and/or Commercial Lending or banking knowledge
● Excellent analytical, logical thinking, and problem-solving skills
● Excellent verbal and written communication skills
● Thorough understanding of project management principles and planning
● Thorough understanding of salesforce procedures and practices
● Proficient with, or able to quickly become proficient with, a range of general and
specialized applications, software, and hardware used in the organization and the
● Organized with attention to detail
● Ability to handle stress and last-minute, urgent requests while managing your time and
priorities appropriately
● Salesforce Administration Certified – additional Salesforce certifications a plus.
● Proficient with GSuite and related software
● Ability to motivate groups of people to complete a project in a timely manner

Education and Experience:

● Bachelor’s degree in Computer or Information Science-related field preferred
● Salesforce Experience (Managed Salesforce Implementations preferred)
● Salesforce Admin Certification, Sales or Service Cloud certification will be required within
the first 90 days of engagement. (IvyTek covers the cost of certification)
● At least three years of related experience required.

Working Environment:

● Prolonged periods sitting at a desk and working on a computer
● 100% Remote
● Casual dress at the office. Shorts and sandals are encouraged.
● Work/life integration
● Unlimited Paid Time Off
● Company outings, lunches, and happy hours

Submit Application

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About Us

IvyTek, Inc. is a family-owned and operated company that produces custom software. The Griggs family has been in the software development business for over 25 years, spanning three generations.