Freelance Salesforce Project Manager

About Sertus

At Sertus Partners, a Salesforce Partner, we transform complex data into actionable insights for mission-driven organizations. Through thoughtfully designed Salesforce and Tableau solutions, we serve as strategic technology partners for nonprofits, philanthropic organizations, and small businesses. We empower teams to confidently leverage their data, measure their impact, and create lasting change. Our collaborative approach delivers efficient, secure, and integrated platforms that bring ease and clarity to organizations ready to grow. Sertus Partners is a woman-owned, minority-owned consulting practice.

Position Overview

We are seeking a part-time Project Manager to lead project teams specializing in the implementation of client Salesforce platforms. This work requires an estimated 15-20 hours/week; the position is fully remote. While you can generally work flexible hours, availability during Eastern Time business hours is occasionally needed for client and project meetings. This is a long-term contract position on our core client delivery team. The hourly rate for this position is $75/hour.

As a Project Manager at Sertus, you'll be at the forefront of our young, entrepreneurial company's growth. In this pivotal role, you'll not only ensure project success and drive client satisfaction but also help shape our evolving processes. We're looking for a proactive leader who can take full ownership of projects, deliver exceptional results, communicate clearly and effectively, and contribute to our strategic direction. Your impact will extend far beyond project execution - you'll be a trusted advisor to clients and a key player in Sertus's future.

Position Responsibilities

The Project Manager will:

• Be the primary point of contact for the client and team.
• Maintain a detailed and comprehensive understanding of all aspects of the project on a daily basis to provide accurate, current updates to the Sertus team as required.
• Identify and clearly document risks, actions, issues, blockers, and decisions, including due dates, responsible parties, impact, and contingencies.
• Communicate priorities and daily tasks to the team via Slack or in meetings.
• Maintain consistent communication channels, including meeting notes and project Slack channels.
• Maintain the meeting schedule for your projects, including setting agendas in advance and ensuring the Sertus team is fully prepared for those meetings.
• Raise potential sales opportunities to the CEO and Client Delivery Manager; also involve them in the Solution Design process and Kick-off meeting preparation.
• Update project forecasts in Harvest based on estimates and workload from internal planning meetings. Communicate potential budget concerns to leadership as needed.

You will be successful in this role if you are highly motivated, organized, driven and detail-oriented and have:

• A passion for harnessing the power of technology to transform an organization.
• At least 5 years of Salesforce project management experience and demonstrable knowledge of Salesforce NPSP and/or Nonprofit Cloud; certifications a plus but not required
• A working knowledge and interest in the nonprofit sector and its unique challenges
• At least 5 years of consulting/business analysis experience - the ability to understand challenges and business problems and develop solutions with clients is critical to this role
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards towards successful completion of a project
• Excellent verbal and written communication skills to communicate clearly and effectively with both demanding clients and internal team members
• An interest in working in a small, collaborative, supportive team structure
• Proficiency in Google Workspace tools (Google Docs, Google Sheets, etc.)
• Proficiency in ClickUp as a project management tool is a plus
• Proficiency in using Slack for internal and client communication

This position is right for you if:

• You are committed to working in the social sector and open to learning how to apply an equity lens to your work.
• You do not have a full-time position elsewhere.
• You are looking to work as a part of a growing team, and learn about our clients and their missions, and want the flexibility to work remotely, work independently with a high level of trust.
• You are happy working as a long-term 1099 independent contractor for Sertus while also contributing to the growth of the team and the organization as a whole.
• Are based in the U.S.
• Align with our values and commitment to diversity, equity and inclusion as outlined below.

If you are interested in applying for this position, please submit you application here: https://jobs.gusto.com/postings/sertus-solutions-llc-freelance-salesforce-project-manager-71e31c96-f461-4618-a9d9-6c5f4d085f64

Interviews will begin the second week of January 2025.

Our Commitment to Diversity, Equity and Inclusion

As a women and BIPOC-owned company in the tech space, we know first-hand the importance of including a diversity of voices and experiences in building and advising on the strategic use of technology, even more so when that technology is meant to help amplify those working toward social justice and impact. In that, we strive to not only hire according to these values, but to uphold values, practices and ways of working that make technology itself more accessible to all, and that disrupt traditional consulting models that are deficiency-based rather than strengths-based and co-creative. We strive to work in a way that allows us to iterate and continually evaluate whether we are meeting clients where they are and evaluate the impacts of our work.

The Sertus Values

Client-First Focus

• We put our clients' needs at the heart of every decision and action
• We dig deep to understand each organization's unique mission, team dynamics, and processes
• We measure our success by the meaningful impact we create for our clients

Solutions-Driven Mindset

• We approach every challenge as an opportunity, arriving prepared with creative solutions
• We stay engaged until we find the right path forward, no matter how complex the problem
• We proactively identify ways to improve and optimize our clients' systems

Expert Communication

• We speak plainly and clearly, avoiding technical jargon
• We have honest conversations about costs, challenges, and deliverables
• Our multilingual team serves clients across language barriers

Continuous Growth

• We stay current with technology trends while maintaining practical focus
• We openly share knowledge and best practices across our team
• We learn from every project to better serve future clients

Integrity

• We're genuine and professional in every interaction
• We hold ourselves and each other to high standards
• We take full ownership of our work and its outcomes

Inclusivity

• We actively seek and value diverse perspectives
• We create a welcoming environment for all team members and clients
• We adapt our approach to meet each client's unique needs