Be the primary point of contact for the client and team; respond to client or team emails, messages, and requests within 24 hours.
Maintain a detailed and comprehensive understanding of all aspects of the project daily to provide accurate, current updates to the Sertus team as required.
Send weekly/ bi-weekly status reports to clients.
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 team is fully prepared for those meetings.
Collaborate with the BA and/or Consultant to plan deliverables and demos, and send out meeting notes, recordings, decisions, and action items within 24 hours after the meeting.
Escalate any concerns around risks or team dynamics to the Engagement Lead.
Escalate potential need for change orders or potential opportunities to the CEO and Client Delivery Manager.
Take notes in meetings and maintain in a central location for the entire team.
Requirements
5- 7 years of Salesforce Project Management experience and demonstrable knowledge of Salesforce NPSP and/or Nonprofit Cloud.
Must have experience in Project Management in the nonprofit sector.
The ability to understand challenges and business problems and develop solutions with clients.
Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards towards successful completion of a project.
Experience 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.
Proficiency in using Slack for internal and client communication.
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