| Job Purpose | The SFDC PMO - Functional role is responsible for managing Salesforce requirements and coordinating delivery from requirement discussion through production go-live. The role works closely with Business, Product, Development, QA, InfoSec, Support, and partner teams to ensure clear requirements, timely delivery, quality testing, process compliance, and regular stakeholder reporting |
| Duties and Responsibilities | ? Understand business requirements and convert them into clear functional requirements. ? Prepare and maintain Understanding Documents (UD), process flows, acceptance criteria, and traceability between requirements, UD, and test scenarios. ? Coordinate requirement clarifications, solution discussions, effort estimates, scope confirmation, and business sign-off. ? Plan and track user stories across solutioning, development, IT UAT, Business UAT, N2P, InfoSec, release readiness, production deployment, and CUG closure. ? Conduct regular stand-ups and review meetings; publish minutes, decisions, owners, and timelines. ? Coordinate test case preparation, IT UAT, Business UAT, defect tracking, retesting, regression testing, and formal sign-offs. ? Ensure production issues, release defects, and pending actions are tracked to closure with RCA and preventive actions. ? Maintain complete and accurate Azure Boards records, including work items, status, hierarchy, links, tags, attachments, and closure evidence. ? Publish weekly and monthly dashboards covering delivery status, capacity, quality, incidents, risks, delays, and key dependencies. ? Ensure adherence to SFDC governance, audit, security, compliance, documentation, and change-management processes. ? Act as the functional coordination point between Business, Product, Development, QA, Support, InfoSec, Compliance, and partner teams. ? Highlight risks, blockers, scope changes, and delays early; drive ownership and timely escalation. ? Support business demos, training, release communication, CUG feedback, and adoption activities. |
| Key Decisions / Dimensions | • Recommend requirement readiness, delivery priority, and release readiness based on evidence and approvals. • Agree meeting cadence, trackers, reporting format, action owners, and escalation path. • Escalate unresolved risks, scope gaps, dependency issues, and sign-off delays to the Delivery Lead / Application Owner. • The role does not independently approve technical design, security exceptions, production access, or business scope changes. |
| Major Challenges | • Require highly customized Salesforce solutions tailored to their unique workflows, industry standards, and customer interactions. • Integrating Salesforce with third-party systems • Data security and regulatory compliance are paramount, especially when handling sensitive customer data. • Salesforce releases updates three times a year (Winter, Spring, Summer), often introducing new features, changes, and deprecations • Managing changing requirements, urgent priorities, and cross-system dependencies without losing delivery control. • Coordinating multiple teams and partners across tight timelines and parallel releases. • Ensuring complete documentation, traceability, approvals, and audit readiness throughout the lifecycle. • Balancing speed, quality, security, compliance, and production stability. |
| Required Qualifications and Experience | a) Qualifications Educational – BE/BTECH/MCA/MBA • Preferred Salesforce certifications: Salesforce Certified Administrator or Salesforce Business Analyst. • Good functional understanding of Sales Cloud, Service Cloud, Salesforce objects, workflows / flows, security model, integrations, reports, environments, and release lifecycle. • Agile delivery, requirement analysis, user stories, acceptance criteria, UAT, release management, risk and dependency management, and stakeholder reporting. • Salesforce, Azure DevOps / Azure Boards, Microsoft Excel, PowerPoint, Word, Teams, and reporting dashboards. • Strong communication, documentation, coordination, analytical thinking, ownership, attention to detail, and ability to manage multiple priorities. • Understanding of the Salesforce product suite including Salesforce1, Sales Cloud, Service Cloud, App Cloud, Communities and AppExchange / ISV solutions • Need Experience in designing and implementing new Sales force objects workflow rules custom layouts and other standard Sales force customizations. • Knowledge of Salesforce security concepts, including profiles, roles, permission sets, and sharing rules • Proven ability to design and optimize business processes and to integrate business processes across disparate systems. • Strong problem-solving skills with the ability to work cross-functionally in a fast-paced and rapidly changing work environment either on a team or as an individual contributor. • Management of Salesforce projects from start to finish using agile delivery approach. • Outstanding teamwork skills • Demonstrated analytical and qualitative abilities. b) Work Experience 4-7 years of experience in IT project coordination, PMO, business analysis, or functional delivery; Salesforce project experience is preferred. |