Job Information
Insight Global Sr. Technical PM - Finance & IT Workstreams in Evanston, Illinois
Job Description
This Senior Technical Project Manager will own and drive the Finance and IT internal workstreams supporting Rotary’s enterprise Salesforce Grants implementation. Day to day, they will coordinate closely with Finance (Oracle), Tech Ops, data integrations, CRM (NetForum), grants officers, and global communications teams while Salesforce Professional Services leads core platform delivery. They will manage dependencies, risks, and milestones across 10+ grant programs migrating onto Salesforce, ensure alignment with product and delivery leadership, and keep all teams accountable to PI commitments and go-live timelines. This role is critical to ensuring the organization reaches its target year and successfully delivers a highly visible, consumer-impacting transformation.
Responsibilities:
Own delivery of internal Finance and IT workstreams supporting the Salesforce Grants implementation
Manage dependencies between Oracle finance systems, CRM/data integrations, and Salesforce
Identify, track, escalate, and mitigate risks and blockers across multiple workstreams
Partner closely with Salesforce Professional Services and internal Product leadership
Facilitate PI planning, sprint tracking, and delivery reporting using Jira
Coordinate across business, technology, and global teams to keep execution on track
Ensure teams are aligned to commitments and accountable to milestones and go-live targets
Support discovery and blueprint phases and transition into full implementation execution
Provide clear status reporting to executive stakeholders and project sponsors
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
Very senior Project Manager with demonstrated experience managing complex finance and IT workstreams
Proven experience managing and tracking multiple, interdependent workstreams with high visibility
Strong experience in Salesforce implementations, preferably enterprise-scale
Experience with Grants management, benefits, or similar highly regulated / rules-driven domains
Experience working with Finance teams (Oracle) and data integrations across CRM platforms
Strong risk, dependency, and issue management skills across several concurrent workstreams
Experience working with third-party vendors (Salesforce Professional Services leading delivery)
Strong Agile experience, including Scaled Agile Framework (SAFe) and quarterly PI Planning
Advanced Jira experience for tracking work, dependencies, risks, and milestones
Exceptional stakeholder management and facilitation skills; able to hold teams accountable
Comfortable working with global teams, including offshore resources in India
Ability to operate in discovery, blueprint, and execution phases
Experience in a delivery-focused role with accountability to go-live commitments
Willingness to work onsite in Evanston 1–2 days per week
COVID vaccination compliance (booster previously received acceptable) Direct experience implementing Salesforce Nonprofit Cloud – Grants Module
Experience with Grants management platforms coming off legacy systems
Experience with NetForum CRM
Background in consumer-facing industries with high user impact
Prior experience with Bswift or similar benefits platforms
Salesforce certifications or prior Salesforce Professional Services exposure