TruSummit Solutions

Project Manager

• Serve as primary lead on client projects and facilitate client stakeholder engagement to ensure successful execution and delivery
• Develop and implement project management methodologies, standards, and processes to enhance project efficiency and effectiveness
• Work closely with delivery team leads and senior management to ensure high levels of client satisfaction
• Align to and champion TruSummit’s Delivery Process framework with the PM team
• Provide expert guidance and support to project managers throughout planning, execution, and monitoring
• Identify, assess, and mitigate project risks, resolving escalated issues to minimize disruptions
• Collaborate with leadership to align project activities with TruSummit's strategic goals and objectives
• Define and track project KPIs, providing regular reports and updates to leadership
• Lead and mentor project managers through guidance, training, and performance feedback
• Conduct resource planning and allocation with resourcing managers
• Foster relationships with internal and external stakeholders and manage expectations
• Serve as an escalation point for project resources and stakeholders

Salesforce Engagement Lead – Project Manager

Salesforce Developer

• Develop tailored Salesforce implementation proposals, including scope, estimations, timeline, and resourcing plans.
• Lead pre-sales discovery sessions to understand client business needs, pain points, and desired outcomes.
• Architect end-to-end Salesforce solutions that are scalable, efficient, and aligned to client goals.
• Produce high-quality documentation, including proposals, statements of work (SOWs), and roadmaps.
• Customize demos and proof-of-concepts that clearly convey value to client stakeholders.
• Scope and estimate Salesforce projects with precision, leveraging past experience and collaboration with delivery leaders.
• Translate complex requirements into practical, phased implementation plans.
• Guide clients through the art of the possible with Salesforce features and industry best practices.
• Serve as a subject matter expert to internal teams and clients during both sales and initial project setup.
• Support RFI/RFP responses with well-articulated technical content and solution narratives.
• Collaborate cross-functionally with Marketing, Sales, and Delivery teams to continuously improve TruSummit’s go-to-market offerings.

Salesforce Pre-Sales Solution Architect

• As a Solution Architect at TruSummit, you will own the integrity and strength of the solutions recommended to our clients.
• You will be a trusted advisor to our clients and a mentor for other TruSummit employees working alongside you.
• Define and drive Salesforce adoption strategies that align with business goals and digital transformation initiatives
• Lead enterprise discovery and executive stakeholder workshops to align priorities and shape Salesforce strategy.
• Advise clients on KPIs, success metrics, and data-driven decision-making frameworks to drive business performance at the project and long-term Salesforce strategy levels
• Serve as a strategic advisor to all levels of client stakeholders, translating platform capabilities into business outcomes
• Own the end-to-end solution architecture, ensuring scalability, security, performance, and compliance with best practices
• Design enterprise Salesforce solutions that integrate declarative features, custom development, and third-party applications
• Lead the development of solution architecture artifacts, including diagrams, design documentation, and interface specifications
• Define and enforce architectural governance across projects, ensuring consistency in platform standards and reusability
• Act as a liaison between business and technical teams, translating functional needs into technical requirements
• Evaluate solution options, recommend best-fit approaches, and support proof-of-concept efforts as needed
• Oversee the full delivery lifecycle: scoping, design, development, testing, deployment, and post-go-live support
• Ensure client and project team understanding and alignment with project scope, timeline, and budget, and proactively manage scope and delivery risks
• Actively engage in hands-on configuration and declarative build work as needed
• Provide accurate estimates for effort, resourcing, and delivery timelines
• Support backlog refinement and user story development, ensuring quality and traceability to business value.
• Monitor solution performance and adoption, and ensure client satisfaction
• Provide ongoing communication to TruSummit leadership and team members on project status
• Support pre-sales activities including scoping, solutioning, and platform demonstrations
• Stay current on Salesforce product releases, ecosystem updates, and industry trends
• Contribute to internal frameworks, tools, and delivery accelerators to improve solution quality and efficiency
• Mentor and guide junior consultants, ensuring delivery excellence and fostering professional growth

Salesforce Engagement Lead – Project Manager

Salesforce Pre-Sales Solution Architect

Salesforce Functional Solution Architect