Salesforce Implementation Manager

Robbins Recruiting

11d•$110,000 - $140,000•Onsite

About The Position

Robbins Recruiting has partnered with a nationwide residential roofing company. They are looking for a Salesforce Implementation Manager - this is a high-impact technology leadership role responsible for deploying, configuring, and optimizing Salesforce across the Company's sales and customer operations functions. As the Company scales through acquisition, a consistent, data-driven sales infrastructure is critical to driving revenue performance across every branch. This role owns the end-to-end Salesforce implementation — from requirements gathering and configuration through user adoption and ongoing platform administration — and serves as the internal Salesforce authority for the entire organization. Our client is looking for a change champion who understands that technology is only as powerful as the people using it, and who has the skills to bring both the platform and the team along together.

Requirements

4+ years of hands-on Salesforce implementation and administration experience — including Sales Cloud configuration, data migration, and post-go-live platform ownership
Demonstrated track record managing multi-site or multi-entity Salesforce rollouts, ideally in a field service, home services, or similarly distributed business model
Deep functional knowledge of Salesforce Sales Cloud: leads, opportunities, accounts, contacts, CPQ or quoting tools, reports, dashboards, flows, and AppExchange integrations
Experience managing Salesforce integrations with ERP and field service platforms (NetSuite, ServiceTitan, or comparable systems)
A genuine change champion orientation — you understand that your job is not just to configure a system but to bring people along with it; you lead adoption through coaching, patience, and clear communication
Strong project management discipline — ability to manage concurrent workstreams across multiple branches, enforce deadlines, and communicate status clearly to senior stakeholders
Salesforce Administrator certification (ADM 201) required
Willingness and ability to travel up to 50% to branch locations for implementation support, training, and go-live coverage

Nice To Haves

Additional certifications (Sales Cloud Consultant, Platform App Builder) strongly preferred
Salesforce Sales Cloud Consultant or Advanced Administrator certification
Experience in a PE-backed, multi-site platform company supporting a high-velocity acquisition integration strategy
Familiarity with ServiceTitan and the operational workflows of a roofing, HVAC, or comparable home services business
Background in CRM strategy, sales operations, or revenue operations in addition to technical Salesforce administration
Experience with Salesforce Einstein Analytics or similar BI/reporting tools for sales performance visibility
Prior experience building or contributing to a CRM playbook in an M&A integration context

Responsibilities

Own the end-to-end Salesforce implementation across all current and future branches — managing configuration, data migration, user setup, and go-live sequencing
Conduct discovery sessions with branch Sales Managers, General Managers, and executive leadership to translate business requirements into scalable Salesforce configuration
Configure Salesforce Sales Cloud to align with the Company sales process: lead management, opportunity tracking, pipeline reporting, quote generation, and customer communication workflows
Manage data migration from legacy CRM platforms and branch-level tracking tools, ensuring data integrity and completeness through cutover
Develop and execute a structured branch onboarding playbook — from system setup and user provisioning through post-go-live stabilization and adoption tracking
Coordinate integration touchpoints with ServiceTitan (field operations), NetSuite (ERP), and other platforms to ensure clean, bidirectional data flow across the tech stack
Track implementation milestones, surface risks proactively, and report progress to VP Operations and executive leadership on a defined cadence
Serve as the internal Salesforce platform owner post-go-live — responsible for ongoing configuration, user management, role-based permissions, workflow rules, and system health
Build and maintain a library of standard dashboards and reports aligned to Company sales KPI framework: lead volume, close rate, average ticket, pipeline velocity, and revenue by branch
Identify and implement automation opportunities — flows, process builder, and AI-assisted features — that reduce manual work and increase sales team productivity
Troubleshoot and resolve platform issues escalated from branch staff, serving as the internal Tier 2 support layer before engaging Salesforce support directly
Manage the Salesforce vendor relationship including license management, contract renewals, feature releases, and support escalations
Lead ongoing training and change management as the platform evolves — new features, new hires, and new branches from future acquisitions
Partner with branch Sales Managers and General Managers to ensure Salesforce is driving the behaviors and outcomes sales model requires — not just being used as a data entry tool
Collaborate with Finance on revenue recognition, pipeline-to-close accuracy, and forecasting workflows that connect Salesforce data to NetSuite reporting
Work closely with the ServiceTitan Implementation Manager to ensure handoff workflows between sales (Salesforce) and production (ServiceTitan) are seamless and data-complete
Support People Operations with user provisioning, onboarding access setup, and role-based permissions for all new employees at acquired branches
Maintain comprehensive documentation for all configuration decisions, integration specs, SOPs, and training materials in a centralized, accessible format
Deploy the established Salesforce implementation playbook to each newly acquired branch as part of the IMO integration workstream
Conduct pre-close CRM assessments on target acquisitions — documenting existing sales data, platform configurations, and migration requirements
Partner with the Integration Project Manager to sequence Salesforce go-live within the broader branch integration timeline
Champion adoption at newly acquired branches — serving as a patient, energizing presence that builds confidence in new tools and processes among teams navigating significant organizational change