Project Manager

About the Role

As a Project Manager at Sercante, you will bring project discipline, financial rigor, and proactive communication to guide cross-functional technical teams and ensure every engagement lands on time, within scope, and on budget. You will lead impactful Salesforce consulting engagements, build trusted partnerships, and deliver seamless multi-cloud solutions.

Requirements

• 5-7+ years of project management experience in professional services or technology consulting, with 2+ years leading Salesforce or tech delivery engagements.
• Hands-on experience managing project budgets, forecasting, burn rates, and resource planning using Certinia (FinancialForce) PSA or a similar platform.
• Demonstrated capability managing diverse contract models (Support Blocks, Retainers, T&M, and Fixed-Fee) while proactively handling scope changes and risks.
• Strong understanding of Salesforce delivery environments (at least one Salesforce certification is strongly preferred).
• Proven ability to act as the primary client contact, manage expectations, and navigate complex or challenging conversations.
• Familiarity with Agile, Waterfall, or hybrid delivery methodologies (PMP, CSM, or similar certification is a plus).

Responsibilities

• Lead multiple concurrent Salesforce engagements from kickoff through QA, UAT, go-live, and closeout.
• Monitor burn rates, track remaining hours, and maintain precise budgets, forecasts, and resource plans in Certinia.
• Serve as the main day-to-day point of contact for clients, setting expectations around milestones, priorities, and delivery outcomes.
• Partner with cross-functional technical delivery teams and Resource Management to coordinate staffing, resolve dependencies, and optimize capacity.
• Proactively identify delivery roadblocks, negotiate scope adjustments, and ensure all documentation and governance artifacts meet high QA standards.

What Success Looks Like

• First 90 days: Take ownership of assigned Salesforce engagements, build strong working relationships with clients and internal technical teams, and establish accurate forecasting in Certinia.
• By Month 6: Consistently hit an 80% billable utilization target while managing concurrent projects across varied contract types with minimal variance in timeline and budget.
• By Year 1: Successfully deliver a portfolio of Salesforce engagements on time and within budget, maintain strong client relationships and satisfaction, and contribute to measurable improvements in delivery processes and project operations.

Leadership Principles

• Growth Obsessed: For our business, our clients, and ourselves.
• Business is Personal: Cultivate relationships. Make space for connection. Care about each other.
• Strategy Without Execution Is Just Dreaming: Hope is not a strategy. Vision matters—so does execution.
• Be One Team: No lone wolves. Have each other’s back and help each other out.
• Raise The Bar: Good is the enemy of great. Better never stops. Be a Difference-Maker.
• Confusion Is a Choice: Stay curious—Seek to understand. Share context—seek to be understood.
• The Journey Matters: Meaningful work takes time. Be patient. Think: the next 90 days and the next 10 years.
• Create Client Value: Become irreplaceable.
• Lighten-Up: Humor and laughter deepen bonds.
• Tighten-Up: Focus, discipline, and rigor count.
• You Have the Ball: Be accountable. Take action. Go the distance.
• Run Towards Problems: We don’t sweep things under the rug. Symptoms signal deeper causes. Find the root.
• Have the Hard Conversation: Be direct and empathetic. Speak the truth, kindly. Feedback is a gift.
• Celebrate Results: Make recognizing greatness a habit.
• Think “We” Not “Me”: Prioritize what’s best for the business, the team, and the journey.

Pay

The anticipated annual base salary range for this role is $115,000–$140,000, based on a good-faith estimate at the time of posting. Actual compensation within this range will depend on factors including experience, skills, and geographic location.

Benefits

• Health insurance
• Retirement savings plan
• Paid time off
• Other benefits

About Trilliad

Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing, and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.

At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution.