Salesforce Implementation Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the complete Salesforce implementation across current and future branches, which includes configuration, data migration, user setup, and sequencing for go-live.

• Facilitate discovery sessions with Sales Managers, General Managers, and executive leadership to convert business requirements into scalable Salesforce configurations.

• Configure Salesforce Sales Cloud for lead management, opportunity tracking, pipeline reporting, quote generation, and workflows for customer communication.

• Oversee data migration from legacy CRM systems and branch-level tracking tools.

• Create and implement branch onboarding playbooks that cover system setup and user provisioning through to post-go-live stabilization and adoption monitoring.

• Coordinate integrations with ServiceTitan, NetSuite, and other platforms to guarantee smooth bidirectional data flow.

• Monitor implementation milestones, identify risks, and communicate progress to the VP of Operations and executive leadership.

• Act as the internal Salesforce platform owner after go-live, managing configuration, users, permissions, workflow rules, and system health.

• Develop and maintain dashboards and reports that align with sales KPIs.

• Identify and execute automation using flows, Process Builder, and AI-driven features.

• Address platform issues as the internal Tier 2 support layer.

• Manage the relationship with the Salesforce vendor, overseeing licenses, renewals, feature releases, and escalations.

• Lead continuous training and change management for new features, new hires, and newly acquired branches.

• Collaborate with Finance on revenue recognition, pipeline-to-close accuracy, and forecasting workflows that connect to NetSuite.

• Work alongside the ServiceTitan Implementation Manager to ensure smooth sales-to-production transitions.

• Assist People Operations with user provisioning and onboarding access setup.

• Maintain documentation regarding configuration decisions, integration specifications, SOPs, and training materials.

• Implement the Salesforce playbook for newly acquired branches.

• Conduct pre-close CRM assessments and document migration requirements.

• Schedule Salesforce go-live within the broader timelines for branch integration.

• Advocate for adoption at newly acquired branches.

⛳️ Requirements

• Minimum of 4 years of hands-on experience in Salesforce implementation and administration, including Sales Cloud configuration, data migration, and post-go-live platform management.

• Proven experience in managing Salesforce rollouts across multiple sites or entities.

• Extensive functional knowledge of Salesforce Sales Cloud, covering leads, opportunities, accounts, contacts, CPQ or quoting tools, reports, dashboards, flows, and AppExchange integrations.

• Background in managing Salesforce integrations with ERP and field service platforms such as NetSuite and ServiceTitan, or similar systems.

• Strong project management skills, including the ability to handle multiple concurrent workstreams across various branches, enforce deadlines, and communicate updates to senior stakeholders.

• Salesforce Administrator certification (ADM 201) is mandatory.

• Willingness and capability to travel up to 50% to branch locations.

• Salesforce Sales Cloud Consultant or Advanced Administrator certification is preferred.

• Experience in a private equity-backed, multi-site platform company is preferred.

• Familiarity with ServiceTitan and workflows related to roofing, HVAC, or similar home services is preferred.

• Background in CRM strategy, sales operations, or revenue operations is preferred.

• Experience with Salesforce Einstein Analytics or similar business intelligence/reporting tools is preferred.

• Prior experience in building or contributing to a CRM playbook within an M&A integration context is preferred.

🏝️ Benefits

• Eligibility for performance-based bonuses linked to go-live milestones, platform adoption metrics, and sales performance at implemented branches.

• Recommended target bonus of 8–10% of base salary upon full achievement.

• Flexible remote work arrangement.

• Travel support for implementation, training, and coverage during go-live.