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Job Information, Inc M&A Project Manager, Quote to Cash Strategy & Operations in Indianapolis, Indiana

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Job Category

Finance and Operations

Job Details

Salesforce is seeking an experienced and passionate M&A Project/Program Manager to join the Revenue Operations, Quote to Cash Strategy and Operations Team and help manage the strategic alignment, execution, and engagement on acquisition integration projects within the scope and impact on internal Quote to Cash operations. This role is responsible for driving project and program excellence around the necessary changes needed by Salesforce to evolve internal Quote to Cash business processes and systems as it relates to integrating acquired companies into Salesforce operations. They will work closely with various technical and non-technical team members to manage Quote to Cash scope and ensure the completion of deliverables according to Quote to Cash project management methodologies including (but not limited to) process documentation and design, business requirements gathering, tracking of business benefits and impacts, stakeholder alignment and communications activities, resource management, execution of UAT, etc. for M&A projects.


  • Drive internal team adoption of Quote to Cash project delivery methodology, governance, templates, and engagement models within the Quote to Cash Strategy and Operations Team.

  • Create and manage Quote to Cash project plans for M&A projects; monitor and review project progress and timelines, adjust schedules and plans as needed, and identify and resolve risks/issues to ensure project success.

  • Ensure on-time delivery against Quote to Cash project plans for M&A projects, and ensure project gates and governance are properly adhered to during the execution of the project.

  • Track items needed to manage the overall Quote to Cash project portfolio, such as utilization of project resources managed against resource allocation and capacity.

  • Manage day-to-day execution of Quote to Cash M&A projects and assist with the planning, tracking, documentation, and status updates for the project; deliver status updates to relevant executives and stakeholders of the Quote to Cash workstream.

  • Proactively drive alignment across a diverse set of stakeholder groups, ranging from M&A teams to subject matter experts in various departments.

  • Facilitate discussions, identify, and action on stakeholder alignment needs to articulate and drive business decisions.

  • Execute project management activities ensure adherence to Salesforce enterprise-wide project methodologies, project gates and governance.

  • During the course of a project, act as the primary Quote to Cash Strategy and Operations Team interface

  • Facilitate requirements gathering and assist the Quote to Cash Strategy and Operations Team with the creation of project deliverables, as needed.

  • Manage and track stakeholder alignment to improve communications and visibility to projects and programs that may impact them.

  • Work with leadership teams and other project managers of our business partners, such as IT or other departments in Finance, to streamline and improve cross-dependent processes.

  • Project manage UAT with project core team members, stakeholders, and end users including coordination of UAT signoff.

  • Facilitate the management of Quote to Cash Compliance/SOX related program impacts, working with the appropriate stakeholders to establish project milestones around identifying existing control impacts, and managing new control readiness.

Desired Skills/Experience :

  • 5+ years of relevant project management experience with proven track record of success.

  • Understanding of the M&A integration planning and strategic considerations.

  • Working knowledge of Lucidchart or other process documentation software.

  • Working knowledge of Smartsheet or other project management software.

  • Ability to weigh business and technical requirements to produce project plans and other project management deliverables.

  • Ability to handle ambiguity effectively and prioritize multiple projects.

  • Willingness to appropriately debate difficult issues.

  • Outstanding and effective interpersonal skills; along with strong communication skills both verbal and written.

  • Ability to facilitate meetings at all levels and articulate clear (verbal and written) purpose, desired outcomes, and track action items and next steps.

  • Ability to facilitate (difficult) conversations regarding budget, resources, and timeline and formally capture and communicate outcomes of relevant meetings.

  • Ability to adjust techniques to motivate and influence project team members, business stakeholders and partners, and various levels of leadership.

  • Ability to think quickly to excel in a fast growing/fast paced environment and managing to deadlines where adaptability is imperative.

  • Ability to manage one or two large-scale projects (or a few small to medium-sized interrelated projects) requiring complex cross-functional collaboration and management at the program level.

  • Ability to work effectively in a fast-paced, high energy, team-oriented environment.

  • PMP Certification preferred.

  • Minimum 3 years of experience with Salesforce products preferred.

  • Familiarity with CPQ and Order Management Systems preferred.

  • Identify opportunities to leverage all Salesforce technologies preferred.

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