Salesforce Project Manager (Remote)

Job Locations US
Job ID

At Wipfli, people count


Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.


People matter here and they feel it.


And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.


If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.


Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! 



The successful candidate will at times manage and deliver multiple simultaneous projects. Priorities will include the coordination of key team members through effective project planning, risk identification and mitigation,  effective communications, sprint-cycle management from story to development to test, issues resolution, and client relations. Additional responsibilities will include: 

  • Align Wipfli’s capabilities to deliver solutions that meet clients’ business objectives and achieve higher user adoption 
  • Work with clients to develop digital transformation roadmap that supports their strategic business plan  
  • Manage and deliver complex programs, involving multiple clients, projects and resources 
  • Manage the client’s technology life cycle, to include discovery, implementation, optimization and continuous improvement 
  • Assist with identifying risks and scope changes as well as escalation management 
  • Responsible for growing existing accounts through the primary relationships established as part of delivery  
  • Provide leadership to clients and delivery teams to ensure expectations are aligned and commitments are met  
  • Develop and implement change-management and change-enablement processes throughout project duration 
  • Working with clients to implement Salesforce Financial Service Cloud 


  • Bachelor’s degree in computer science, business, MIS, accounting, engineering or related field 
  • 5+ years of hands-on software implementation experience with Salesforce 
  • Project or Program Manager experience of at least five full lifecycle Salesforce implementations  
  • Experience in managing a team comprised of business analyst(s), developer(s), and solution architect(s) to efficiently deliver projects 
  • Salesforce Financial Service Cloud or Mulesoft Experience required
  • Experience managing within a model PMO preferred  
  • Demonstrate a passion for delivering quality work to clients and motivating teams to do the same 
  • Effective client/prospect interactions generating revenue opportunities and increasing knowledge of key solution requirements across multiple departments including sales, services, support and marketing 
  • Ability to develop project proposals, comprehensive project budgets, and plans and to contribute extensively through entire engagement lifecycle from sales to delivery 
  • Proven record successfully leading full life-cycle Information Technology and Transformations projects, on time and on budget to client’s satisfaction 
  • Financial Institutions (banks, credit unions, insurance, wealth management) Industry experience preferred 
  • Salesforce Financial Services Cloud implementation experience preferred 


Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.


Alyanna (Ally) Graham, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! 







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