Project Manager

About the Role

Key Responsibilities

• Partner with program leadership to lead the end-to-end delivery of the Salesforce transformation initiative, ensuring alignment with Affinity's strategic objectives and technology roadmap.
• Define and maintain a clear vision and roadmap in collaboration with executive sponsors.
• Translate business goals into actionable project tasks and deliverables with clear milestones, KPIs, and success metrics.
• Serve as the primary liaison between business units, IT, Salesforce consultants, and third-party vendors.
• Ensure alignment between business process owners and technical teams to drive solution integrity.
• Facilitate cross-functional workshops to gather requirements, validate solutions, and ensure stakeholder alignment.
• Establish and maintain project governance structures, including steering committee updates, executive dashboards, and risk logs.
• Track and report on key performance indicators (KPIs) and ensure transparency across all levels of the organization.
• Provide regular status updates to senior leadership, highlighting progress, risks, and mitigation strategies.
• Partner with change management teams to develop communication plans, training programs, and adoption strategies.
• Support the development of Salesforce champions across departments to foster peer-led adoption.
• Champion a culture of continuous improvement and user empowerment through Salesforce capabilities.
• Apply Agile methodologies to ensure timely and high-quality delivery.
• Continuously assess delivery risks and proactively adjust plans to maintain momentum and stakeholder confidence.
• Manage project scope, schedule, budget, and resources, ensuring adherence to compliance and security standards (e.g., ISO27001, SOX, SOC2).

Requirements

• Bachelor of Science in Information Technology (BSIT) or Business Administration (BBA) with an emphasis on Project Management, or a related field.
• Demonstrated success in delivering enterprise-scale digital transformation programs.
• Experience with CRM or AMS platforms such as Salesforce, Vertafore, or Applied Epic.
• 2+ years of experience in project or program management, with at least 1 year leading enterprise Agency Management System, Salesforce or CRM initiatives.
• Proven experience managing cross-functional teams and vendor relationships in a matrixed environment.
• Strong understanding of project delivery frameworks (Agile, Scrum, Waterfall, Hybrid, Iterative).
• Excellent communication, facilitation, and stakeholder engagement skills.

Nice to Have

• PMP, PMI-ACP, or Certified ScrumMaster (CSM) certification.
• Experience integrating Salesforce with enterprise systems such as ERP, data warehouses, or marketing automation platforms.
• Familiarity with DevOps practices and CI/CD pipelines in Salesforce environments.
• Experience in the insurance or financial services industry.
• Familiarity with Salesforce modules (e.g., Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud).
• Working knowledge of compliance frameworks such as ISO27001, Sarbanes-Oxley (SOX), SOC2, and data privacy regulations.
• Experience with tools such as Jira, Confluence, MS Project, or Smartsheet.
• Experience with the Microsoft application suite such as Excel, Word, and PowerPoint.

Benefits & Perks

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave
• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...