Salesforce Project Leader

3 weeks ago


London, Greater London, United Kingdom Boss Professional Services Full time
Position Overview

Role Summary

At Boss Professional Services, we are committed to enhancing the customer experience through innovative solutions. The Salesforce Project Leader will be instrumental in redefining the customer journey for our service, product sales, and equipment rental operations. This position is crucial in managing and executing a strategic initiative that aims to optimize processes and elevate customer satisfaction by leveraging the capabilities of Salesforce. While the technical development of the Salesforce solution will be overseen by the Salesforce Platform lead, this role will focus on shaping the solution and ensuring its successful implementation across our global operations.

About Us

Boss Professional Services is a leader in providing advanced solutions that enhance safety and efficiency across various sectors. With a dedicated team of professionals, we strive to deliver innovative services that meet the evolving needs of our clients worldwide.

Key Responsibilities

  • General Responsibilities:
    • Utilize best practices to guide IT and business stakeholders in streamlining and automating the quote-to-cash process for service, rental, and product sales.
    • Assist the Salesforce Platform lead in defining and prioritizing the development roadmap to achieve an ideal future state.
    • Collaborate with the business Programme owner to establish and prioritize a practical rollout plan for various markets, encompassing IT, business processes, training, and change management.
    • Lead and inspire a team of service professionals alongside the Programme and workstream Owners to meet business objectives and deliver outstanding customer experiences.
    • Provide mentorship, guidance, and professional development opportunities to enhance team performance.
  • Program Management:
    • Work closely with the Programme Owner and Key Stakeholders to oversee the execution of customer service and sales initiatives, ensuring compliance with timelines, budgets, and quality standards.
    • Act as Project Manager when necessary to ensure the success of critical strategic projects within the broader Service Programme.
    • Monitor program performance and ensure that benefits tracking, validation, and lessons learned activities are conducted to identify areas for improvement.
    • Facilitate and organize workshops and scoping sessions to ensure a comprehensive understanding of the customer journey and achieve alignment on deliverables.
    • Chair Service Governance forums, engaging relevant stakeholders and ensuring visibility of status and progress throughout the program and business teams.
  • Change Management:
    • Collaborate directly with business stakeholders to support their change initiatives.
    • Empower Programme and Workstream owners with change management tools and techniques to ensure the successful delivery of long-term business benefits.

Required Skills & Expertise

  • Proven expertise in stakeholder management within program environments involving multiple stakeholders.
  • Strategic thinker with a background in transformation, capable of helping the business envision the potential of the customer journey and motivating others to take action.
  • Accountable for meeting commitments and holding others to the same standard.
  • Excellent written and verbal communication skills.
  • Builds trust and confidence through honesty, integrity, and authenticity.
  • Effectively operates in uncertain situations or when the path forward is unclear.
  • Navigates complex organizational dynamics involving policies, processes, and personnel.
  • Fosters partnerships and collaborates with others to achieve shared objectives.
  • Consistently delivers results, even in challenging circumstances.
  • Develops strong teams that leverage diverse skills and perspectives to achieve common goals.
  • Effectively manages conflict situations with minimal disruption.

Experience and Qualifications

  • At least 5 years of experience managing IT-enabled customer service and sales programs, with some experience in a global context, preferably utilizing Salesforce in a similar asset-based B2B environment.
  • Degree in Business, Sales, or Marketing is preferred.
  • In-depth knowledge of the Salesforce platform, including Sales Cloud, Service Cloud, and Marketing Cloud is advantageous.
  • Experience in field service management is a plus.
  • Strong background in process re-engineering and customer journey mapping; familiarity with Lean principles and methodologies is beneficial.
  • Demonstrated ability to lead cross-functional teams and manage stakeholders at all levels.
  • Experience with Agile project management methodologies.
  • Knowledge of customer experience management (CEM) and customer relationship management (CRM) best practices is preferred.


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