Project Systems Lead
Job Description
REQUIREMENTS
- 5+ years of experience in project operations, resource management, PMO, professional services operations, or a similar role.
- Strong experience working with business systems such as Salesforce, ERP, CRM, PSA, or project management platforms.
- High attention to detail and a strong commitment to data accuracy and system discipline.
- Strong organisational skills, with the ability to manage multiple projects, deadlines, priorities and stakeholders.
- Excellent communication and stakeholder management skills.
- Ability to manage trade-offs, make informed recommendations and escalate risks appropriately.
- Strong reporting and analytical skills, with confidence working with project, resource, and operational data.
- Proactive mindset, with the ability to anticipate issues, follow through and drive resolution.
- Confidence to challenge incomplete or inaccurate information in a constructive and professional manner.
- Commercial awareness and an understanding of how accurate project data and effective resource allocation support utilisation, forecasting, revenue, margin, and client delivery.
Preferred
- Hands-on Salesforce-based ERP experience.
- Experience working in consulting, professional services, learning and development, or another fast-paced client environment.
- Exposure to project financials, utilisation reporting, forecasting, capacity planning, or revenue reporting.
- Experience supporting project governance, resource planning, or operational reporting across multiple stakeholders.
- Experience producing reports, dashboards, or operational insights for leadership teams.
RESPONSIBILITIES
Project Setup & Salesforce Data Integrity
- Create, validate and maintain project records in Salesforce from initiation through to closure.
- Ensure that all required project, commercial, delivery and resourcing information is accurately captured and updated.
- Act as a key owner of Salesforce project and resourcing data quality for the IMEA region
- Ensure that projects are correctly set up before kick off, with all mandatory information completed and validated.
- Monitor project records throughout the project lifecycle, ensuring that changes to scope, dates, staffing, status, or commercial information are accurately reflected.
- Follow up with Account Managers, Project Leads, Finance, and other stakeholders to resolve missing, incomplete, outdated, or inaccurate information.
- Support consistent use of Salesforce processes, fields, workflows, and reporting requirements.
- Help ensure that Salesforce remains a trusted source of truth for project delivery, resourcing, reporting, forecasting, and leadership decision-making.
Reporting & Insights
- Produce regular reports to provide visibility on project status, resource allocation, utilisation, capacity and upcoming demand.
- Support Account Managers, Project Leads and PRO with accurate and timely operational data.
- Identify trends, risks, gaps, or inconsistencies in project and resourcing data.
- Support forecasting and planning discussions by providing reliable project and resource information.
- Highlight data quality issues, resourcing risks, project status concerns, or capacity constraints early.
- Contribute to business reporting by ensuring that underlying Salesforce data is accurate, complete and current.
Stakeholder Collaboration
- Act as a central coordination point between Account Managers, Project Leads, Finance and PRO
- Communicate clearly and proactively on priorities, trade-offs, risks, project updates and operational requirements.
- Build strong working relationships with stakeholders while maintaining discipline around process, data accuracy and timelines.
- Constructively challenge incomplete, inaccurate, or inconsistent information to ensure that project records and reports remain reliable.
- Support teams in understanding and following agreed project setup, resourcing and Salesforce processes.
- Balance being service-oriented and collaborative with the need to uphold operational standards and data integrity.
Process Improvement
- Identify opportunities to improve resourcing processes, Salesforce usage, reporting, project governance and operational workflows.
- Contribute to building efficient, scalable, and consistent ways of working across the IMEA region.
- Support the implementation of improved templates, checklists, dashboards, controls, and data quality processes.
- Help drive operational discipline across project setup, staffing, tracking, reporting and closure.
- Proactively recommend improvements that reduce errors, improve visibility and support better decision-making.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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