Salesforce Project Manager at IvyTek

About IvyTek

IvyTek’s success is based upon our commitment 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

IvyTek seeks a Salesforce Project Manager who will plan, establish, and manage IvyTek Finance Implementation projects, Salesforce Managed Service projects, and serve as a liaison between the business and technical aspects of assigned projects. Success in this position requires strong critical-thinking and problem-solving skills, the ability to identify improvements in client workflows and communicate strategic recommendations effectively. This role is heavy on documentation - requirements gathering, process, and strategy - clear and concise communication is a must.

Supervisory Responsibilities:

Lead project teams to deliver excellence on client assignments, providing customers value and exceeding their expectations

Responsible for all project deliverables, reviewing those deliverables prepared by the team prior to submission to the client

Effectively set, communicate, and manage project expectations with project team members and client stakeholders

Motivate the development team and business team to accomplish project and company goals

Management of releases and cutover plans


Manage multiple projects across multiple clients through planning, estimation, execution, and delivery

Proactively manage day-to-day operational aspects of software development projects, ensuring adherence to project scope, cost, and timeline.

Create and execute project work plans

Set and track project milestones; work with internal and external stakeholders to account for changes and realign schedules and expectations as needed

Identify resources needed and assign individual responsibilities to project team members

Responsible for understanding and maintaining resource utilization levels between multiple projects

Establish business goals and priorities with clients while effectively communicating project mission, vision, and scope to the implementation team

Work with the Sales Team to develop, maintain, and revise proposals for assigned projects including project objectives, technologies, systems, information specifications, timelines, funding, and staffing requirements

Establish and implement project communication plans, providing status updates to 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

Present demos of IvyTek Finance and lead client meetings

Perform other related duties as assigned


Thorough understanding of project management principles and planning

An understanding of consumer and commercial lending, banking, and finance

Excellent analytical, logical thinking, and problem-solving skills

Excellent verbal and written communication skills

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 industry

Organized with attention to detail

Proficient with GSuite and project management software

Ability to motivate groups of people to complete a project in a timely manner


Bachelor’s degree in Computer Information Science-related field preferred

Salesforce Experience (Managing complete lifecycle Salesforce Implementations)

Salesforce Admin Certification, Sales or Service Cloud certification will be required within the first 90 days of engagement.

At least three years of experience managing projects is required

Working Environment:

100% Remote from these states (FL,TX, GA, MI, MN)

Casual dress at the office. Shorts and sandals are encouraged.

Work/life integration

Generous Paid Time Off & 401k

Company outings, lunches, and happy hours

Prolonged periods sitting at a desk and working on a computer

How to Apply

To apply for this position, please submit a cover email describing your interest and background including the URL to your LinkedIn page and attach your resume to

IvyTek is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. We welcome and encourage applications from all qualified individuals.

Disclaimer: The above statements describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential job functions. IvyTek uses E-verify to confirm employment eligibility.