Technical Project Manager - Salesforce Platform

Position : Salesforce Technical Project Manager.

Shift Timing : 3 : 00 AM - 12 : 00 PM PST (US Pacific Time).

Location : Chennai Hybrid.

About the role :

Own the Salesforce product experience for Natera's commercial and medical field teams. Translate Sales Operations, Medical Affairs, Compliance, and business needs into well-defined platform capabilities across Sales Cloud, Marketing Cloud, Service Consoles, and integrations with Org Service, SOS/Commerce, LIMS, and vendor partners.

The goal is to enable field representatives and operations teams to complete territory, account, sales activity, order-support, marketing, and compliance workflows effectively within Salesforce, while maintaining clear system-of-record boundaries.

Discovery & Requirements :

• Translate leadership requests and SFHELP pain points into BRDs, PRDs, product one-pagers, and HLR-backed epics with clear in-scope and out-of-scope definitions.

• Map current-state processes such as people movement, quarterly territory planning, call logging, portal order support, and marketing workflows before defining the future state.

• Gather and translate requirements across Sales Operations, Marketing, Medical Affairs, Compliance, and field teams.

• Define acceptance criteria covering the data model, automation, UI, Lightning pages, access, reporting, and integrations.

• Identify opportunities to leverage Salesforce Marketing Cloud for targeted communications, campaigns, customer engagement, and marketing automation.

Delivery Ownership :

• Prioritize and sequence Salesforce work for internal teams and external vendors against portfolio and PMO intake.

• Own sandbox - preprod - production release readiness, including scope, UAT plans, deployment guides, and technical handoffs.

• Drive UAT, defect resolution, business sign-off, and production readiness.

• Ensure Salesforce remains the appropriate user experience while maintaining clear system-of-record boundaries across Commerce, Org Service, LIMS, and other platforms.

Cross-Functional Facilitation :

• Align Sales Ops, Marketing, RDs/field teams, Medical Affairs, Compliance, Org Service, Integration, Helpdesk, and Engineering.

• Drive alignment on compliance gates, particularly No / Review scenarios.

• Coordinate UAT, training materials, enablement communications, and go-live support across multiple business units.

• Partner with technical leads and vendors to resolve functional and integration dependencies.

Salesforce Platform Product Judgment :

• Determine when to enhance existing Salesforce patterns versus introducing new capabilities.

• Evaluate solutions across Sales Cloud, Marketing Cloud, Service Cloud, Lightning apps/consoles, territory management, and Salesforce integrations.

• Identify org drift, permission-set/profile impacts, record-type-specific UX risks, and integration dependencies before release.

• Partner with technical leads on architecture and TDD options without owning Apex implementation.

Required Qualifications :

• Minimum 7+ years of hands-on Salesforce experience, with strong experience in enterprise Salesforce environments.

• Product Management experience in B2B SaaS, enterprise CRM, or Salesforce platforms.

• Strong experience with Salesforce Sales Cloud.

• Experience with Salesforce Marketing Cloud is required, including understanding of marketing automation, campaigns/journeys, segmentation, communications, and integrations.

• Strong understanding of Salesforce data models, objects, relationships, record types, approval processes, permission sets, profiles, automation, and integrations.

• Ability to create clear and concise PRDs, BRDs, user stories, HLRs, acceptance criteria, and product roadmaps.

• Experience working with cross-functional stakeholders across Business Operations, Sales, Marketing, Compliance, Engineering, and IT.

• Ability to work with technical teams on architecture and integration decisions without needing to write Apex.

• Experience owning Salesforce releases from discovery and requirements through UAT, deployment, and production support.

• Strong stakeholder management and communication skills.

Nice to Have :

• Life Sciences, healthcare, diagnostics, or regulated-industry experience.

• Salesforce vendor/SI delivery management experience.

• Experience with Salesforce Marketing Cloud and Sales Cloud integration.

• Familiarity with Lightning Apps/Consoles, CRM Analytics (CRMA), and Territory Management.

• Experience with Salesforce Service Cloud.

• Experience with Jira, Confluence, Git-backed Salesforce metadata, and release documentation.

• Experience working with external Salesforce implementation partners/vendors.

• Understanding of PHI, compliance, and regulated healthcare workflows.

Preferred Experience :

• 7+ years Salesforce experience | Sales Cloud | Marketing Cloud | Enterprise CRM Product Management | Integrations | UAT & Release Management | Healthcare/Life Sciences preferred.