Job Description

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

The Project Manager reports to the Head of Technology, Affinity North America and will assume responsibility for leading a major transformation project centered on Salesforce within Affinity. This role requires a strategic leader with deep expertise in IT project management who can seamlessly coordinate both IT and Business teams to drive successful implementation and adoption.

This role is ideal for a visionary leader passionate about driving digital transformation, optimizing business processes, and unlocking the full potential of Salesforce across an organization.

Program Leadership & Strategy

• Partner with program leadership to lead the end-to-end delivery of the Salesforce transformation initiative, ensuring alignment with Affinity’s strategic objectives and technology roadmap.
• Define and maintain a clear vision and roadmap in collaboration with executive sponsors.
• Translate business goals into actionable project tasks and deliverables with clear milestones, KPIs, and success metrics.

Cross-Functional Collaboration

• Serve as the primary liaison between business units, IT, Salesforce consultants, and third-party vendors.
• Ensure alignment between business process owners and technical teams to drive solution integrity.
• Facilitate cross-functional workshops to gather requirements, validate solutions, and ensure stakeholder alignment.

Governance & Reporting

• Establish and maintain project governance structures, including steering committee updates, executive dashboards, and risk logs.
• Track and report on key performance indicators (KPIs) and ensure transparency across all levels of the organization.
• Provide regular status updates to senior leadership, highlighting progress, risks, and mitigation strategies.

Change Management & Training

• Partner with change management teams to develop communication plans, training programs, and adoption strategies.
• Support the development of Salesforce champions across departments to foster peer-led adoption.
• Champion a culture of continuous improvement and user empowerment through Salesforce capabilities.

Delivery Excellence

• Apply Agile methodologies to ensure timely and high-quality delivery.
• Continuously assess delivery risks and proactively adjust plans to maintain momentum and stakeholder confidence.
• Manage project scope, schedule, budget, and resources, ensuring adherence to compliance and security standards (e.g., ISO27001, SOX, SOC2).

Required:

• Bachelor of Science in Information Technology (BSIT) or Business Administration (BBA) with an emphasis on Project Management, or a related field.
• Demonstrated success in delivering enterprise-scale digital transformation programs.
• Experience with CRM or AMS platforms such as Salesforce, Vertafore, or Applied Epic.
• 2+ years of experience in project or program management, with at least 1 years leading enterprise Agency Management System, Salesforce or CRM initiatives.
• Proven experience managing cross-functional teams and vendor relationships in a matrixed environment.
• Strong understanding of project delivery frameworks (Agile, Scrum, Waterfall, Hybrid, Iterative).
• Excellent communication, facilitation, and stakeholder engagement skills.

Preferred:

• PMP, PMI-ACP, or Certified ScrumMaster (CSM) certification.
• Experience integrating Salesforce with enterprise systems such as ERP, data warehouses, or marketing automation platforms.
• Familiarity with DevOps practices and CI/CD pipelines in Salesforce environments.
• Experience in the insurance or financial services industry.
• Familiarity with Salesforce modules (e.g., Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud).
• Working knowledge of compliance frameworks such as ISO27001, Sarbanes-Oxley (SOX), SOC2, and data privacy regulations.
• Experience with tools such as Jira, Confluence, MS Project, or Smartsheet.
• Experience with the Microsoft application suite such as Excel, Word, and PowerPoint.

Work Traits:

• Execution:
  Detail-oriented with strong organizational skills
  Ability to manage multiple priorities and deadlines
• Leadership:
  Proactive problem-solver and decision-maker
  Collaborative team player with a growth mindset

• Excellent written and oral communications with ability to work effectively and provide feedback to senior level managers and vendors
• Self-starter with strong work ethic and ability to excel in fast paced, high demand environment
• Proven ability to independently manage tasks and priorities, accurately estimate work and meet deadlines
• Commitment to quality and excellent customer service to end users
• Demonstrated ability to prioritize and manage multiple tasks simultaneously 

#LI-NP1

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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