Business Banking Salesforce Project Manager
About The Position
U.S. Bank is seeking an experienced, collaborative, business-minded Project Manager to help shape its Business Banking Customer Relationship Management (BCRM) Salesforce platform. The role bridges business stakeholders, sales leaders, product strategy teams, and technology partners to deliver platform enhancements that help bankers serve clients, deepen relationships, and grow business outcomes. The platform supports thousands of bankers and business banking professionals and is a strategic area of investment focused on innovation and continuous improvement. This is not a traditional PMO project management role. The successful candidate will understand complex business challenges, gather and translate requirements, and deliver technology-enabled solutions that improve user experience, streamline processes, and create business value. The role influences how bankers manage customer relationships, portfolios, sales opportunities, and daily activities, partnering across Sales, Product, and Technology to evolve a platform central to Business Banking. The position offers a hybrid/flexible schedule, with an expectation to work in the office three or more days per week and flexibility to work outside the office for the remaining days.
Requirements
- Bachelor's degree or equivalent work experience.
- Eight or more years of experience leading complex business, technology, platform, or transformation initiatives.
Nice To Haves
- Experience working with Salesforce CRM or similar enterprise CRM platforms.
- Experience supporting Business Banking, Commercial Banking, Sales Enablement, Relationship Management, or Customer Relationship Management functions.
- Experience in Business Analyst, Product Owner, Platform Delivery Lead, Business Systems Analyst, Salesforce Analyst, or Project Manager roles.
- Knowledge of banking products, sales processes, customer lifecycle management, and relationship-based business models.
- Salesforce Administrator Certification or related Salesforce certifications.
- Experience partnering with cross-functional business and technology teams.
- Experience gathering business requirements and translating them into solution recommendations.
- Strong communication, stakeholder management, facilitation, and relationship-building skills.
- Experience leading platform enhancements, process improvement initiatives, or digital transformation efforts.
- Ability to communicate effectively with business stakeholders and technical teams.
- Strong analytical, organizational, problem-solving, and decision-making skills.
- Demonstrated ability to manage competing priorities in a fast-paced, highly collaborative environment.
Responsibilities
- Lead prioritization, planning, design, and implementation of enhancements and capabilities within the Business Banking Salesforce platform.
- Partner with business leaders, sales teams, product managers, and technology partners to understand business objectives and translate them into actionable solutions.
- Facilitate requirements gathering, stakeholder discussions, business process analysis, and solution design.
- Identify opportunities to improve operational efficiency, user experience, and business outcomes through Salesforce capabilities and platform enhancements.
- Coordinate cross-functional initiatives from concept through implementation, ensuring successful delivery and stakeholder alignment.
- Manage project plans, timelines, dependencies, risks, issues, and communications throughout the project lifecycle.
- Support user adoption, training, change management, and continuous improvement efforts.
- Ensure platform enhancements align with business strategy, customer needs, and organizational priorities.
- Serve as a trusted advisor and liaison between business and technology teams, translating business needs into scalable platform solutions.
- Build relationships across Business Banking, Sales, Product, Operations, and Technology to drive successful outcomes.
Benefits
- Healthcare (medical, dental, and vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension, subject to eligibility requirements
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What This Job Offers
Job Type
Full-time
Career Level
Senior
