Project Manager, Salesforce Portfolio

Overview

Project Manager – Salesforce Portfolio. The Project Manager is an individual contributor responsible for owning end-to-end delivery of Salesforce and Sales Operations initiatives. This role combines strong project execution with deep analytical capability to drive portfolio-level visibility, informed prioritization, and measurable business outcomes across Salesforce, CPQ, CLM, and analytics initiatives. The ideal candidate brings deep Salesforce expertise, advanced analytical acumen, strong Jira and reporting capabilities, and a proven ability to translate data into insights that guide decisions, tradeoffs, and delivery focus—while driving accountability across cross-functional teams without direct people management responsibility.

• Own the intake process for Sales Operations initiatives, including triage, prioritization support, and capacity-based roadmap planning.
• Maintain the Salesforce and Sales Operations roadmap and portfolio dashboard, including status, milestones, risks, dependencies, and throughput.
• Assess impact, effort, sequencing, and tradeoffs across initiatives using structured analysis and delivery data.
• Lead the weekly portfolio operating rhythm and prepare clear, insight-driven updates for stakeholders and leaders.
• Manage cross-functional project execution across Salesforce, CPQ, CLM, and analytics initiatives.
• Develop and maintain project plans based on scope, risk, velocity, and capacity assumptions.
• Create and manage Jira epics, stories, sprint plans, and release timelines; use Jira reporting to identify trends and delivery risks.
• Maintain RAID logs and ensure ownership, decision-making, and follow-through are documented and tracked.
• Coordinate launch readiness, UAT planning, stakeholder signoff, and post-launch adoption tracking.
• Use AI-enabled tools and features to speed up project analysis, summarize status updates, and spot delivery patterns while applying sound judgment to validate outputs before sharing them.

• Support communication plans, enablement readiness, and launch coordination activities.
• Partner with analytics teams to validate dashboards, reporting, and KPI definitions.
• Contribute to continuous improvement in delivery processes, templates, and operating practices.
• Help identify and track corrective action plans when launches or adoption outcomes fall short of expectations.
• Support documentation that improves visibility into progress, decisions, and dependencies.

• 5+ years of project or program management experience; experience in Sales Operations, Revenue Operations, or Salesforce delivery is preferred.
• Strong experience with the Salesforce ecosystem;
  Sales Cloud is required and CPQ is strongly preferred.
• Demonstrated ability to define metrics, interpret data, identify trends, and turn analysis into action.
• Advanced experience with Jira, including backlog management, sprint execution, and reporting.
• Experience with project management tools such as Jira, Smartsheet, Asana, , or MS Project.
• Strong communication skills with the ability to clearly explain status, risks, tradeoffs, and recommendations.
• Proven ability to lead cross-functional work streams and drive accountability without direct authority.
• Project management certification such as PMP, PgMP, or Agile/Scrum certification is preferred.
• Experience with quote-to-cash processes, operational KPIs, portfolio metrics, or adoption data is preferred.

$105,000 - $179,000 per year. The base salary range reflects the full range for this role from minimum to maximum. Base pay depends on factors including job-related experience, knowledge, skills, and geographic market rates. Base pay is one part of our Total Rewards package, with eligibility for short- and long-term incentives, including annual discretionary bonuses, variable compensation, and equity plans.