Description
Requirements
We are looking for an experienced CRM Project Manager with a strong background in
Service processes and extensive experience leading complex, international CRM
programs. The role focuses on supporting the transition from existing Microsoft
Dynamics service processes to Salesforce, while ensuring alignment between business,
architecture, and development teams.
Responsibilities
– Lead and manage CRM service-related projects from initial analysis through
implementation, testing, deployment, and hypercare.
– Coordinate and guide global, cross-functional teams while ensuring project
deliverables meet scope, timeline, and quality expectations.
– Analyze existing Microsoft Dynamics service processes, identify improvement
opportunities, and support the definition of target processes in Salesforce Service
Cloud.
– Translate business requirements into clear user stories and acceptance criteria to
enable structured agile delivery.
– Plan and execute project activities using agile methodologies (Scrum, SAFe,
Kanban) and manage all work items through Azure DevOps.
– Collaborate closely with Salesforce architects, developers, product owners, and
business stakeholders to ensure alignment and successful solution delivery.
– Facilitate workshops with business users and technical teams to gather
requirements, validate processes, and drive decision-making.
– Communicate project progress, risks, issues, and key decisions transparently to
stakeholders, including management.
– Create and maintain comprehensive project documentation, including process
flows, requirements, decision logs, and release notes.
– Support testing phases by preparing test scenarios, coordinating UAT, and
ensuring readiness for go-live and change management compliance.
Years of experience
– 5+ years
Functional Skills
– Strong understanding of CRM Service processes (case management, SLAs, knowledge,
ticketing).
– Knowledge of Salesforce Service Cloud capabilities and service process design.
– Ability to translate business requirements into user stories and functional
specifications.
– Familiarity with agile delivery practices and backlog management in Azure DevOps.
– Experience preparing and supporting testing activities (test cases, UAT, defect
handling).
– Proven experience in guiding mixed or distributed teams through agile adoption.
– Ability to connect and align on priorities between business stakeholders, IT, and
TechHub teams.
– Skilled in facilitation, conflict resolution, and cross-team coordination.
– Experience implementing agile performance and reporting structures (velocity,
burndown, WIP).
– Capability to drive cultural change and build agile maturity across organizations.
– beneficial:
– Ability to analyze and document end‑to‑end service workflows, especially in Microsoft
Dynamics 365 Service.
Technical Skills
– Practical experience with Azure DevOps for backlog, sprint, and work‑item
management.
– Familiarity with Salesforce Service Cloud capabilities and core CRM configuration
concepts.
– Ability to work with process modelling tools (e.g. BPMN tools, flow diagrams).
– Basic understanding of integration concepts (APIs, data migration workflows,
interfaces).
– Proficiency in standard project management tools (e.g. MS Office, Confluence).
Soft Skills
– Strong communication and stakeholder management.
– Analytical thinking and problem-solving.
– Ability to lead and mentor technical teams.
– Adaptability and strategic vision.
– Passionate about enabling team success through collaboration.
Certifications
– Salesforce Certified Administrator
– Salesforce Certified Service Cloud Consultant
– Salesforce Certified Business Analyst
Nice to have:
– An understanding of Microsoft Dynamics 365 Service process structures and data flows
would be beneficial.
Languages
– Fluency in English (mandatory
Benefits
Fornecimento de equipamento informático para prestação do serviço
Seguro saúde ao consultor
Formação de idiomas: curso de inglês (ou outro idioma de interesse do projeto)
Suporte jurídico: custos dos *serviços advocatícios* necessários para o processo migratório
PLR – Prêmio anual de atingimento de metas (empresa e contrato)
Suporte contábil: apoio no pagamento de serviço de contabilista
Fatura "fechada". Receber 21 dias sempre, independente de feriados
Bônus – Dias não trabalhados mas remunerados (por período de contrato). A cada "x" meses de trabalho, será acumulado 1 dia (disponível para utilização).