Salesforce Transformation Lead

Location: Dallas, TX

Department: IT - General

We are seeking a full-time CRM Transformation Lead to provide long-term ownership and leadership of our enterprise CRM strategy, including the immediate execution of an aggressive migration to Salesforce and the ongoing evolution of the platform post-go-live.

This role is ideal for a seasoned CRM leader who combines deep Salesforce implementation expertise with strong transformation leadership and change management capabilities. The CRM Transformation Lead will be accountable not only for successful delivery, but also for driving sustained adoption, value realization, and continuous improvement of Salesforce as a core enterprise platform.

 

Key Responsibilities

Enterprise CRM Ownership & Strategy

· Own the long-term CRM vision, strategy, and roadmap with Salesforce as the system of record

· Lead the CRM transformation from legacy platforms to Salesforce, from inception through stabilization and optimization

· Ensure Salesforce capabilities align to business strategy, growth objectives, and customer experience goals

· Serve as the primary business and technology owner for Salesforce post-implementation

 

Salesforce Migration & Program Leadership

· Lead and deliver a large-scale Salesforce migration under an aggressive timeline

· Oversee all phases of delivery: discovery, design, configuration, integration, data migration, testing, deployment, and hypercare

· Manage scope, risks, dependencies, and tradeoffs to ensure successful and timely outcomes

· Ensure high data quality, security, scalability, and performance standards

 

Stakeholder & Team Leadership

· Partner with executive sponsors, business leaders, IT, and external system integrators

· Drive alignment across Sales, Marketing, Service, and Operations teams

· Provide clear executive updates, outcome tracking, and decision support

· Build strong cross-functional governance and operating rhythms

 

Change Management & Adoption

· Lead enterprise-wide change management and adoption strategy for Salesforce

· Partner with training, enablement, and communications teams to drive user readiness

· Establish adoption metrics and continuous feedback mechanisms

· Act as a change champion, embedding standardized processes and Salesforce best practices

 

Salesforce Platform Stewardship

· Provide thought leadership on Salesforce architecture, product selection, and integration patterns

· Guide decisions across Salesforce platforms (Sales Cloud, Service Cloud etc., as applicable)

· Ensure ongoing optimization, release management, and platform health post-go-live

 

Required Qualifications

· 8+ years of experience leading CRM programs, digital transformations, or enterprise technology initiatives

· Extensive prior experience leading Salesforce implementations, preferably in complex or enterprise environments

· Proven track record delivering CRM transformations under tight timelines

· Strong experience in change management, process transformation, and user adoption

· Experience managing system integrators and external delivery partners

· Excellent executive communication, leadership presence, and decision-making skills

 

Preferred Qualifications

· Salesforce certifications (Administrator, Platform App Builder, Sales/Service Cloud Consultant, or similar)

· Experience owning Salesforce as a long-term enterprise platform, not just a one-time implementation

· Familiarity with Agile or hybrid delivery models

· Experience operating in fast-paced, highly matrixed organizations

 

What Success Looks Like

· Successful, on-time Salesforce migration with minimal disruption

· High user adoption and satisfaction across the business and measurement to key KPIs

· Clear business value realization from improved processes, data quality, and insights

· A scalable Salesforce platform that supports future growth and innovation