Salesforce 实施经理

Robbins Recruiting has partnered with a nationwide residential roofing company. They are looking for a Salesforce Implementation Manager - this is a high-impact technology leadership role responsible for deploying, configuring, and optimizing Salesforce across the Company's sales and customer operations functions. As the Company scales through acquisition, a consistent, data-driven sales infrastructure is critical to driving revenue performance across every branch. This role owns the end-to-end Salesforce implementation — from requirements gathering and configuration through user adoption and ongoing platform administration — and serves as the internal Salesforce authority for the entire organization. Our client is looking for a change champion who understands that technology is only as powerful as the people using it, and who has the skills to bring both the platform and the team along together.

WHAT YOU'LL DO
Implementation & Rollout
• Own the end-to-end Salesforce implementation across all current and future branches — managing configuration, data migration, user setup, and go-live sequencing
• Conduct discovery sessions with branch Sales Managers, General Managers, and executive leadership to translate business requirements into scalable Salesforce configuration
• Configure Salesforce Sales Cloud to align with the Company sales process: lead management, opportunity tracking, pipeline reporting, quote generation, and customer communication workflows
• Manage data migration from legacy CRM platforms and branch-level tracking tools, ensuring data integrity and completeness through cutover
• Develop and execute a structured branch onboarding playbook — from system setup and user provisioning through post-go-live stabilization and adoption tracking
• Coordinate integration touchpoints with ServiceTitan (field operations), NetSuite (ERP), and other platforms to ensure clean, bidirectional data flow across the tech stack
• Track implementation milestones, surface risks proactively, and report progress to VP Operations and executive leadership on a defined cadence

Platform Administration & Optimization
• Serve as the internal Salesforce platform owner post-go-live — responsible for ongoing configuration, user management, role-based permissions, workflow rules, and system health
• Build and maintain a library of standard dashboards and reports aligned to Company sales KPI framework: lead volume, close rate, average ticket, pipeline velocity, and revenue by branch
• Identify and implement automation opportunities — flows, process builder, and AI-assisted features — that reduce manual work and increase sales team productivity
• Troubleshoot and resolve platform issues escalated from branch staff, serving as the internal Tier 2 support layer before engaging Salesforce support directly
• Manage the Salesforce vendor relationship including license management, contract renewals, feature releases, and support escalations
• Lead ongoing training and change management as the platform evolves — new features, new hires, and new branches from future acquisitions
Sales Enablement & Cross-Functional Collaboration

Partner with branch Sales Managers and General Managers to ensure Salesforce is driving the behaviors and outcomes sales model requires — not just being used as a data entry tool
• Collaborate with Finance on revenue recognition, pipeline-to-close accuracy, and forecasting workflows that connect Salesforce data to NetSuite reporting
• Work closely with the ServiceTitan Implementation Manager to ensure handoff workflows between sales (Salesforce) and production (ServiceTitan) are seamless and data-complete
• Support People Operations with user provisioning, onboarding access setup, and role-based permissions for all new employees at acquired branches
• Maintain comprehensive documentation for all configuration decisions, integration specs, SOPs, and training materials in a centralized, accessible format Acquisition Integration Support
• Deploy the established Salesforce implementation playbook to each newly acquired branch as part of the IMO integration workstream
• Conduct pre-close CRM assessments on target acquisitions — documenting existing sales data, platform configurations, and migration requirements
• Partner with the Integration Project Manager to sequence Salesforce go-live within the broader branch integration timeline
• Champion adoption at newly acquired branches — serving as a patient, energizing presence that builds confidence in new tools and processes among teams navigating significant organizational

change

WHAT YOU BRING
• 4+ years of hands-on Salesforce implementation and administration experience — including Sales Cloud configuration, data migration, and post-go-live platform ownership
• Demonstrated track record managing multi-site or multi-entity Salesforce rollouts, ideally in a field service, home services, or similarly distributed business model
• Deep functional knowledge of Salesforce Sales Cloud: leads, opportunities, accounts, contacts, CPQ or quoting tools, reports, dashboards, flows, and AppExchange integrations
• Experience managing Salesforce integrations with ERP and field service platforms (NetSuite, ServiceTitan, or comparable systems)
• A genuine change champion orientation — you understand that your job is not just to configure a system but to bring people along with it; you lead adoption through coaching, patience, and clear communication
• Strong project management discipline — ability to manage concurrent workstreams across multiple branches, enforce deadlines, and communicate status clearly to senior stakeholders
• Salesforce Administrator certification (ADM 201) required; additional certifications (Sales Cloud Consultant, Platform App Builder) strongly preferred
• Willingness and ability to travel up to 50% to branch locations for implementation support, training, and go-live coverage

PREFERRED
• Salesforce Sales Cloud Consultant or Advanced Administrator certification
• Experience in a PE-backed, multi-site platform company supporting a high-velocity acquisition integration strategy
• Familiarity with ServiceTitan and the operational workflows of a roofing, HVAC, or comparable home services business
• Background in CRM strategy, sales operations, or revenue operations in addition to technical Salesforce administration

• Experience with Salesforce Einstein Analytics or similar BI/reporting tools for sales performance visibility
• • Prior experience building or contributing to a CRM playbook in an M&A integration context

Originally posted on Himalayas