Project Manager - Salesforce Projects

Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £450 - £600 (depending on experience)

Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance. 

We are looking for an experienced Project Manager to lead and oversee Salesforce-driven projects within our client’s business transformation efforts. In this pivotal role, you will manage all aspects of Salesforce implementations, enhancements, and optimisations, ensuring the business maximises the platform’s potential for operational efficiency, customer experience improvement, and revenue growth.

This is role will play a critical part in delivering business value through strategic use of Salesforce. By driving project success, you will help the business streamline operations, improve customer relationships, and accelerate decision-making. Your expertise will directly contribute to achieving the company’s long-term goals by enabling a more connected, efficient, and data-driven organisation.

Key Responsibilities:

• Project Leadership: Lead the successful delivery of Salesforce projects, ensuring timely, within-budget, and high-quality execution, from inception to post-go-live support.
• Stakeholder Management: Work closely with business stakeholders to define project scope, gather requirements, and align Salesforce solutions with organisational objectives.
• Process Optimisation: Drive process improvements across business functions through Salesforce solutions, streamlining operations, reducing costs, and enhancing productivity.
• Resource & Risk Management: Proactively manage project resources, timelines, and risks, ensuring that issues are mitigated and that deliverables are met on time.
• Change Management: Oversee user adoption strategies, ensuring smooth transition and integration of Salesforce tools within the business, and managing stakeholder expectations.
• Reporting & Governance: Provide regular project status updates, reporting on key performance indicators (KPIs), and maintaining clear documentation and governance frameworks.
• Collaboration with Technical Teams: Work with internal and external technical teams to ensure seamless configuration, integration, and data migration processes.

Required Skills & Experience:

• Proven experience managing Salesforce implementation and optimisation projects, ideally across multiple business functions.#
• Strong project management background with a deep understanding of Agile and Waterfall methodologies.
• Excellent stakeholder management skills, with the ability to navigate complex business environments.
• Hands-on experience with Salesforce CRM, with knowledge of common applications such as Sales Cloud, Service Cloud, and Marketing Cloud.
• Strong analytical mindset with the ability to leverage Salesforce for improved business outcomes.
• Excellent communication skills, both verbal and written, with the ability to translate technical concepts for non-technical audiences.

Desirable Skills:

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Project Management).
• Experience in driving digital transformation initiatives within large-scale organisations.
• Previous experience with integrating third-party tools and applications into Salesforce.

Senior BI Analyst – Salesforce

Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £400 - £500 (depending on experience)

Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance.

We are looking for a Senior BI Analyst to support our client’s business transformation projects, with a focus on Salesforce and driving data-driven decision-making. In this key role, you will leverage Salesforce data and analytics to provide actionable insights, optimise business processes, and add significant value to the organisation’s performance.

Key Responsibilities:

• Data Analysis & Reporting: Lead the analysis of business data, leveraging Salesforce and other data sources to provide actionable insights that inform business decisions.
• Salesforce Data Optimisation: Work closely with Salesforce teams to ensure data within the platform is clean, structured, and accessible for reporting and analytics.
• KPI & Metrics Development: Develop and track key performance indicators (KPIs) to measure the success of business processes, Salesforce adoption, and overall project performance.
• Business Intelligence Solutions: Design and implement business intelligence solutions to provide real-time, data-driven insights that drive business improvements.
• Stakeholder Engagement: Collaborate with key stakeholders across business functions to understand data needs, presenting findings and recommendations to senior leadership.
• Process Improvement: Identify opportunities for process optimisation based on data analysis, improving operational efficiency and aligning Salesforce processes with business goals.
• Advanced Analytics: Apply advanced analytical techniques such as predictive modelling or trend analysis to uncover opportunities for growth and improvement.
• Training & Support: Provide guidance and support to business teams on best practices for using data and Salesforce reporting tools effectively.

Required Skills & Experience:

• Extensive experience as a Business Intelligence Analyst, with a strong background in data analysis and reporting.
• Proven experience working with Salesforce CRM and other business systems to extract and analyse data.
• Strong knowledge of data visualisation tools such as Tableau, Power BI, or similar platforms.
• Excellent understanding of data governance, quality, and integrity, with the ability to maintain accurate and actionable datasets.
• Strong analytical mindset with the ability to translate complex data into business insights and actionable recommendations.
• Experience developing KPIs and performance dashboards to monitor business performance.
• Excellent communication skills, both verbal and written, with the ability to present data findings to non-technical stakeholders.

Desirable Skills:

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Advanced Analytics).
• Previous experience within financial services, asset management, or related sectors.
• Familiarity with Agile project methodologies.
• Experience working with third-party data integration tools.

Business Process Analyst – Salesforce & Business Projects

Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £450 - £550 (depending on experience)

Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance.

We are looking for an experienced Business Process Analyst to join our client’s transformation initiative, focusing on Salesforce and business process optimisation. In this role, you will analyse, design, and optimise business processes, ensuring that Salesforce solutions align with organisational objectives.  As such, you will help the organisation improve efficiency, reduce costs, and enhance customer experience, driving long-term value and business success.

Key Responsibilities:

• Process Analysis: Evaluate and map current business processes, identifying areas for improvement and ensuring alignment with Salesforce capabilities.
• Requirements Gathering: Collaborate with business stakeholders to capture functional and non-functional requirements, translating them into actionable business process changes.
• Salesforce Optimisation: Work with Salesforce teams to ensure processes are streamlined and efficiently integrated within the platform, driving improved operational efficiency.
• Process Redesign: Design and document optimised business processes that leverage Salesforce to enhance productivity, reduce costs, and improve customer satisfaction.
• Stakeholder Engagement: Work closely with business leaders to ensure that process changes meet business needs, with clear communication and regular feedback loops.
• Continuous Improvement: Identify opportunities for ongoing process improvements, ensuring Salesforce solutions evolve alongside business needs.
• Training & Support: Assist in the development of user training and documentation to support the adoption of new processes and Salesforce functionalities.

Required Skills & Experience:

• Proven experience as a Business Process Analyst, with hands-on experience in process mapping, process improvement, and change management.
• Strong knowledge of Salesforce and experience working with Salesforce solutions to enhance business processes.
• Ability to gather and document requirements effectively and work closely with business stakeholders to ensure alignment with business goals.
• Strong analytical and problem-solving skills, with the ability to design and implement effective process improvements.
• Familiarity with process modelling tools such as BPMN or Visio.
• Excellent communication skills, both verbal and written, with the ability to engage stakeholders at all levels.

Desirable Skills:

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst).
• Previous experience in financial services or asset management sectors.
• Experience in working with Agile methodologies.

Change Manager – Salesforce Projects

Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £450 - £550 (subject to experience)

Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance.

We are seeking an experienced Change Manager to support our client in driving change management efforts their portfolio of salesforce projects. You will focus on managing the people side of Salesforce-driven transformations, ensuring that the business maximises the platform's value by embedding smooth processes, driving user adoption, and enhancing overall organisational performance.

Key Responsibilities:

• Change Strategy: Develop and implement change management strategies for Salesforce projects, aligning them with business objectives and organisational culture.
• Stakeholder Engagement: Work closely with business leaders and teams to understand their needs, address concerns, and ensure stakeholder buy-in.
• User Adoption: Drive effective adoption of Salesforce solutions, creating and executing communication plans, training programmes, and feedback loops.
• Training & Support: Oversee the creation and delivery of end-user training and documentation to ensure seamless usage and maximise productivity.
• Impact Analysis: Assess the impact of Salesforce changes on employees, business processes, and overall operations, and develop mitigation strategies for resistance.
• Performance Measurement: Track and report on user adoption metrics and other KPIs, ensuring continuous improvement in change management processes.
• Collaboration: Work closely with project teams, including technical, business, and Salesforce consultants, to ensure the success of change initiatives.

Required Skills & Experience:

• Proven experience managing change within Salesforce implementation and optimisation projects.
• Strong knowledge of change management methodologies (e.g., Prosci, ADKAR).
• Excellent communication and stakeholder management skills, with the ability to engage people at all levels of the organisation.
• Demonstrated ability to drive user adoption in complex technical environments.
• Experience in delivering training and support for Salesforce or similar CRM platforms.
• Strong problem-solving skills and a proactive approach to addressing resistance to change.

Desirable Skills:

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Project Management).
• Experience in managing change for large-scale, business-critical technology transformations.
• Background in the financial services or investment management industry.
• Why This Role is Key to the Business:

As a Change Manager, you will play a critical role in ensuring the successful adoption of Salesforce solutions. By facilitating smooth transitions and driving user engagement, you will help the business maximise the value of the platform, improve operational efficiency, and enhance customer experiences. Your contribution will be vital to the long-term success of these projects and the broader organisational transformation.