• You will work directly with CEOs and their teams, guiding them into a flawless execution plan • In this role, you will be a provider of actionable solutions that deliver results at the highest levels

• Oversee and take responsibility for the successful completion and timeliness of Salesforce projects within a set budget and schedule. • Work with internal stakeholders to transition clients from Business Development to Delivery. • Produce a detailed delivery schedule by facilitating the team to plan out more detailed design and development cycles; • Schedule regular touchpoints with team and client that is right for the project. • Tailor your communication style or method depending on the situation and recipient. • Prepare reports for clients and internal management regarding the status of projects and address issues/concerns when appropriate. • Own and execute the project according to A5 Methodology with mindfulness of the SOW’s contractual obligation. • Maintain project budget by setting expectations with team and client on budget availability. • Proactively identify roadblocks and risks, and take the initiative to facilitate solutions.

• Prepare and track all formal project correspondence to and from the client and distribute relevant information to management and the project team as applicable • Develop and maintain accurate and updated project plans using Smartsheet or Microsoft Project • Track and ensure project burn rate is within identified projections • Demonstrate deep curiosity when working with technical and implementation teams to determine necessary steps and timeline for project completion • Develop a high-level understanding of our supported products and how they are used • Understand the contract and all deliverables to ensure requirements and scope are widely known and met • Proactively communicate and work with clients and internal stakeholders to communicate and address out-of-scope work requests • Work with Client Success Manager to request funding approval for out-of-scope work requests • Proactively identify potential risk areas in entire implementation plan and guide client in risk management and mitigation • Review client complaints and concerns and seek to improve the client experience • Create a monthly project status report • Work with Client Success Manager to provide metrics for monthly client status report • Create Jira tickets for project deliverables; ensure timely updates to tickets as appropriate • Work closely with the internal teams to ensure tickets are being prioritized appropriately, updated as needed, and discussed ongoing to avoid long term issues • Follow established change control procedures to manage overall project scope • Direct, lead and mentor members of the project team; Act as an escalation point and coach for team members • Provide project status to management, the project team, and the client in a variety of different formats including creating dashboards as needed • Manage utilization, allocation, and burn for each project • Facilitate regular project team meetings including meetings with internal team members and client representatives • Be prepared to lead additional meetings including creating an agenda and documenting/publishing meeting notes and action items • Follow up on all action items and outstanding tickets in a timely manner • Develop standardized processes for small projects, which may not require full project management resources, to ensure successful outcomes for smaller clients and internal projects • Assist in RFP responses • Attend internal and external subject matter meetings as needed

• Support the Inside Sales team with commercial programs by ensuring tasks stay on track • Assist in updating results, help prepare data and reporting prior/post event • Track and communicate results from various Commercial projects • Partner with CI Managers to ensure project goals are achieved • Lead coordination to define requirements and scope for strategic projects • Schedule tasks, deadlines, and key milestones to ensure timely project delivery • Meet with business sponsors regularly to communicate project progress and discuss issues • Resolve issues with the appropriate level of management • Manage “scope creep” by building consensus about changes to the project plan • Analyze and interpret complex production and processes • Partner with key business stakeholders to identify opportunities and make recommendations