Freelance Salesforce Project Manager

About Sertus

We are a small, woman-owned, minority-owned Salesforce, Tableau and data consulting practice. Our mission is to support nonprofits and small businesses in building fast, reliable, technology-driven solutions to get the information they want, when and how they want it. We figure out the metrics that matter to increase and demonstrate an  organization’s outcomes and impact. We believe that technology can and should be used as a tool for good, which motivates our way of working and the clients we work with.

Position Overview 

We are seeking a part-time Project Manager to lead project teams specializing in the implementation of client Salesforce organizations.  This work requires an estimated 15-20 hours/week; the position is fully remote. This is a long-term contract position with potential for a full-time role in 2025.  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, 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. With potential for full-time transition, this role offers a unique opportunity to grow with us, helping to build and refine our approach as we expand. 

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 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

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, please submit your resume and tell us a little bit about yourself and your interest in this position to hello@sertuspartners.com.

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 “WAY” is:

• Honest
• We prioritize upfront, consistent, and honest communication with both clients and team members.
• We openly discuss costs, challenges, strengths, and deliverables to foster transparency and trust.
• We cultivate an environment where our team of independent experts openly communicate and share best practices.
• Outcomes-Driven
• We are laser-focused on the outcomes our clients will experience and the emotions they will feel as we build their solutions.
• We proactively provide recommendations to clients, constantly seeking ways to improve their systems and their experience with us.
• We are committed to understanding the big picture and the nuances of each client team and their processes; delivering the value that they care about most, paying attention to how our work affects their mission and has a meaningful impact.
• Purposefully Efficient
• We focus our time on creating transformation, not on reporting updates on hours/work done.
• We are prepared for and follow through on every interaction to make the most use of everyone’s time.
• We prioritize efficiency, scale, and continuously question any task that may seem like unnecessary "busy work."
• Accessible
• We use plain talk,  no jargon/consultant speak.
• We don’t ask clients to sign up for our tools and platforms to work with us, we use theirs because we are here to make things easier for them.
• We consider the diverse learning needs of our clients and team members, fostering an inclusive environment.
• We believe in the importance of ongoing training and evaluation, recognizing that they are critical for our continued success as well as that of our clients.
• We have a multi-lingual team to better serve clients from different backgrounds and language preferences.