Project Manager

Position : Project Manager

Location : Austin/TX

Duration : Fulltime

Job Summary

We are seeking a mid-senior level Project Manager / Scrum Master to manage complex initiatives across Salesforce Service Cloud and .NET-based enterprise applications supporting our Wealth Management client service and operations teams. This role will provide end-to-end project management oversight while serving as Scrum Master for Agile teams, ensuring effective execution, regulatory compliance, and strong client service outcomes.

Key Responsibilities

Project Management

• Provide end-to-end project management for initiatives spanning Salesforce Service Cloud and .NET-based platforms
• Define and manage project scope, schedules, budgets, risks, dependencies, and milestones
• Manage multiple workstreams, vendors, and onshore/offshore teams
• Establish project governance, RAID tracking, and executive-level status reporting
• Identify and mitigate risks related to integrations, data flows, security, and regulatory compliance
• Ensure alignment with enterprise architecture, security, and SDLC standards

Scrum Master & Agile Leadership

• Serve as Scrum Master for Agile teams working across Salesforce and .NET initiatives
• Facilitate Agile ceremonies: Sprint Planning, Daily Stand-ups, Backlog Refinement, Reviews, and Retrospectives
• Partner with Product Owners to prioritize backlogs and manage cross-platform dependencies
• Remove impediments and promote continuous improvement and predictable execution
• Track and communicate Agile metrics such as velocity, sprint progress, and release readiness

Salesforce Service Cloud/.Net Platform Project Management

• Manage projects involving Salesforce Service Cloud capabilities, including Case Management, Omni-Channel, Knowledge, Service Console, Entitlements, and SLAs
• Coordinate Salesforce release schedules, testing cycles, deployments, and post-release stabilization
• Oversee integrations between Service Cloud and .NET services or external systems
• Support change management, training, and adoption for client service users
• Manage projects involving .NET-based applications and services supporting client service and operational workflows
• Coordinate API, middleware, and batch integrations between Salesforce and .NET platforms

Required Qualifications

• Bachelor’s degree in business, Finance, Technology, or related field
• 7–10 years of experience in Project Management and/or Scrum Master roles
• 4+ years of Salesforce Service Cloud project experience
• Experience managing projects involving .NET applications and integrations
• Financial Services experience; Wealth Management strongly preferred
• Strong understanding of Agile/Scrum and hybrid project methodologies
• Proven experience managing senior stakeholders and complex initiatives

Preferred Qualifications

• Project/Agile certifications (PMP, CSM, SAFe, PMI-ACP)
• Experience with REST/SOAP APIs, middleware platforms, or Azure-based integrations
• Familiarity with Jira, Confluence, Azure DevOps, Copado, or Gearset

Key Competencies

• Strong project leadership and execution discipline
• Excellent verbal and written communication and stakeholder management skills
• Ability to manage technical complexity without hands-on coding
• Risk-aware and compliance-focused mindset
• Client- and service-oriented approach