Lead the full lifecycle of software implementations, from planning and vendor coordination to deployment and post-launch support
Collaborate with internal stakeholders to gather requirements, define timelines, and ensure alignment with business goals
Manage cross-functional teams and external vendors to deliver on project milestones
Identify implementation risks early and develop mitigation strategies. Resolve escalated issues with urgency and precision
Coordinate with the Project Management Office to set timelines, budgets, and resources using firm tools (Monday) and standardized templates and workflows.
Translate business requirements into scalable workflows and system configurations that improve operational efficiency
Partner with cross-functional teams including Finance, IT, Tax, Audit, and Consulting to ensure alignment and adoption.
Lead the execution of Salesforce-related projects, ensuring timely delivery and cross-functional collaboration.
Communicate effectively with director-level and senior leadership to align on priorities, timelines, and requirements
Drive adoption through training, documentation, and communication plans. Act as a change agent to foster a culture of innovation and continuous improvement.
Manage, support, and provide strategic oversight for the Salesforce team by delivering regular feedback, facilitating growth planning, and aligning team initiatives with organizational goals
Facilitate communication between the Salesforce team and other departments to optimize platform usage and integration.
Requirements
5+ years of experience in project management and system implementation, preferably within accounting or professional services firms
Strong understanding of ERP systems (e.g., NetSuite, Workday), CRM platforms (Salesforce), and accounting workflows
Excellent communication and stakeholder management skills
Ability to coordinate cross-functional teams and vendors
Large-scale software implementation experience
Demonstrated capability in constructively questioning established practices
Familiarity with accounting industry tech stacks and practices.
Strong leadership skills with experience mentoring a team
Working knowledge of Salesforce as a data source and CRM platform
Experience in professional services or accounting firms
Ability to quickly learn and adapt to new software tools and systems
Strategic thinker with a hands-on approach.
Comfortable navigating ambiguity and building processes from scratch.
Strong analytical and problem-solving skills.
Passion for technology and operational excellence.
Ability to influence and drive change across diverse teams.
Benefits
Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.