Senior Salesforce Project Manager

| Chicago

We are seeking a Senior Salesforce Project Manager to join the Corporate Systems team. In this role, you will support Marketing, Sales, Service, Finance and Products teams to architect solutions in Salesforce, design end state and assess implementation feasibilities for feature requests and initiatives. You will leverage your knowledge of Salesforce to work with Morningstar business and Corporate IT technical resources to identify and document detailed requirements, architect solutions, design and drive completion of initiatives making sure overall usability of the system is improved.
 

Responsibilities:
• Work closely with stakeholders from the business to drive prioritization of feature requests and initiatives in Salesforce and integrating systems, reporting tools.
• Work closely with stakeholders from the business and Corporate IT technical resources to architect technology solutions needed to drive alignment of business needs and lead discussions to arrive at mutually agreeable solution options.
• Uncover business requirements, and create and effectively demonstrate solutions that address customer requirements and align with the business strategy.
• The role will be responsible for designing and working with developers to implement solutions within Salesforce and integrations to meet business requirements while incorporating standardization and industry best practices.
• Lead the development team through initiatives and confirm that the solution meets specifications and standards defined. Ownership of solutions, responsibility over translating functional requirements into a technical solution.
• Relationship building with internal clients and Corporate IT technology team to ensure our commitment around service and delivery per agreed upon schedule.

Qualifications:

• Minimum of 5 years of experience with Salesforce functionality in financial services industries (e.g. Investment Management, Investment Research)

• Experience with solution design and implementation of changes within Salesforce.

• Experience translating business requirements into technical solutions within Salesforce.

• Strong understanding of a services model involving Level1, Level2 support and ticketing.

• Understanding of key CRM Business Architectural concepts

• Ability to facilitate complex discussions

• Project Management experience with focus on design, facilitating development, testing and delivery.
 

 

 

001_MstarInc Morningstar Inc. Legal Entity

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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