Note: The job is a remote job and is open to candidates in USA. Summit One is a boutique Salesforce consulting firm that helps organizations build practical systems to support their teams. The Salesforce Delivery Coordinator and Project Manager will coordinate project delivery, maintain plans and communication, manage risks and dependencies, and improve delivery processes across Salesforce implementations and client engagements.
Responsibilities
- Build and maintain clear project plans, milestones, tasks, owners, timelines, dependencies, and priorities in ClickUp
- Prepare for and support client meetings, capturing decisions, action items, risks, open questions, and next steps
- Turn project conversations into organized follow-through so commitments do not get lost between meetings
- Provide clients with clear, thoughtful updates on progress, upcoming work, decisions needed, and potential risks
- Track projects against scope, timeline, budget, and available hours, surfacing concerns early with context and recommended next steps
- Coordinate across clients, consultants, and developers to remove blockers and keep work moving
- Help design and improve Summit One's delivery processes, including templates, dashboards, meeting practices, status reporting, and project controls
- Identify practical opportunities to use AI, automation, and connected tools to improve project visibility and reduce unnecessary administrative work
- Adapt the level of process to the needs of each engagement without creating unnecessary complexity
- Contribute to a client experience that feels proactive, transparent, personal, and well managed
Skills
- • At least three years of project management, delivery coordination, implementation consulting, or professional-services experience
- • Experience supporting technology, CRM, SaaS, or systems implementation projects
- • Strong written communication, organization, meeting facilitation, and follow-through skills
- • Experience managing multiple workstreams, stakeholders, deadlines, risks, and dependencies
- • Experience using a project-management platform such as ClickUp, Asana, Monday.com, or Jira
- • Ability to understand project scope, timelines, budgets, estimates, and change considerations
- • Eligible to work in the U.S. and live in the U.S
- • Ability to work independently in a remote environment
- • Part-time independent contractor engagement
- • Approximately 15–20 hours per week, with the potential to expand
- • Remote and must be in the U.S
- • Individual applicants only. Must be authorized to work in U.S
- Salesforce consulting experience, Salesforce certifications, ClickUp knowledge, and experience using AI or automation to improve project delivery are strongly preferred
Benefits
- Part-time independent contractor engagement
- Approximately 15–20 hours per week, with the potential to expand
- Remote and must be in the U.S.
- The opportunity to build delivery systems that last, improve the way a growing consulting team works, and introduce new approaches while remaining close to the clients and projects your work supports
- As Summit One grows, this role may develop into broader ownership of project delivery, resource planning, operating standards, and team leadership
Company Overview