Salesforce Transformation Lead
Oldcastle BuildingEnvelope · Dallas, TX · 1 mo ago
HybridInformation TechnologyFull-time
Key Responsibilities
- Own the long-term CRM vision, strategy, and roadmap with Salesforce as the system of record
- Lead the CRM transformation from legacy platforms to Salesforce, from inception through stabilization and optimization
- Ensure Salesforce capabilities align to business strategy, growth objectives, and customer experience goals
- Serve as the primary business and technology owner for Salesforce post-implementation
Responsibilities
- Lead and deliver a large-scale Salesforce migration under an aggressive timeline
- Oversee all phases of delivery: discovery, design, configuration, integration, data migration, testing, deployment, and hypercare
- Manage scope, risks, dependencies, and tradeoffs to ensure successful and timely outcomes
- Ensure high data quality, security, scalability, and performance standards
Stakeholder & Team Leadership
- Partner with executive sponsors, business leaders, IT, and external system integrators
- Drive alignment across Sales, Marketing, Service, and Operations teams
- Provide clear executive updates, outcome tracking, and decision support
- Build strong cross-functional governance and operating rhythms
Change Management & Adoption
- Lead enterprise-wide change management and adoption strategy for Salesforce
- Partner with training, enablement, and communications teams to drive user readiness
- Establish adoption metrics and continuous feedback mechanisms
- Act as a change champion, embedding standardized processes and Salesforce best practices
Platform Stewardship
- Provide thought leadership on Salesforce architecture, product selection, and integration patterns
- Guide decisions across Salesforce platforms (Sales Cloud, Service Cloud etc., as applicable)
- Ensure ongoing optimization, release management, and platform health post-go-live
Required Qualifications
- 8+ years of experience leading CRM programs, digital transformations, or enterprise technology initiatives
- Extensive prior experience leading Salesforce implementations, preferably in complex or enterprise environments
- Proven track record delivering CRM transformations under tight timelines
- Strong experience in change management, process transformation, and user adoption
- Experience managing system integrators and external delivery partners
- Excellent executive communication, leadership presence, and decision-making skills
Preferred Qualifications
- Salesforce certifications (Administrator, Platform App Builder, Sales/Service Cloud Consultant, or similar)
- Experience owning Salesforce as a long-term enterprise platform, not just a one-time implementation
- Familiarity with Agile or hybrid delivery models
- Experience operating in fast-paced, highly matrixed organizations