Strategic Portfolio Operations Manager - Lead
Job in
Dallas, Dallas County, Texas, 75201, USA
Listed on 2026-06-13
Listing for:
Salesforce.com, Inc.
Full Time
position Listed on 2026-06-13
Job specializations:
-
IT/Tech
Data Analyst, IT Business Analyst, Business Systems/ Tech Analyst
Job Description & How to Apply Below
Job Category
Finance
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
Job Title:
Strategic Portfolio Operations Manager (IC)
About the Team
The Digital Enterprise Technology (DET) Strategic Portfolio Management (SPM) team drives how Salesforce scales through aligned investment decisions, trusted portfolio data, and an integrated tooling ecosystem. We are transforming from fragmented portfolio management practices to a unified, data-driven operating model by building the systems, processes, governance, and insights that enable DET leaders to prioritize strategically, plan effectively, and deliver with confidence.
Our FY27 strategy is anchored on five pillars:
Portfolio Planning, Data & Systems Optimization, Tooling Enablement, Process Excellence & Governance, and Capacity Planning. This role sits at the intersection of Data & Systems Optimization and Tooling Enablement, helping ensure that our portfolio systems, reporting, and operational processes provide accurate, actionable insights for decision-making across the organization.
About the Role
The Strategic Portfolio Manager Analyst is the frontline owner of the Strategic Portfolio Management tooling ecosystem and portfolio data foundation. This role serves as the primary resource for portfolio tooling support, data quality management, reporting enablement, and operational excellence across Airtable, Linear, Tableau, Slack integrations, and emerging portfolio management platforms.
Success in this role requires a combination of rigorous attention to detail, strong analytical capabilities, and a systems-thinking mindset. The ideal candidate understands how data, processes, and tools interact across the portfolio ecosystem and proactively identifies opportunities to improve data integrity, reporting accuracy, operational efficiency, and user experience.
This highly cross-functional role partners closely with Pillar Portfolio Managers (PPMs), senior analysts, business stakeholders, Finance, and DET leadership to ensure portfolio data is trusted, dashboards provide meaningful insights, and the organization can operate and scale effectively.
Your Impact - Responsibilities
Data Management, Quality Assurance & Systems Optimization
* Support portfolio data quality activities through validation, reconciliation, QA reviews, and data audits.
* Assist in executing established data governance standards and controls.
* Identify data discrepancies and escalate findings to portfolio managers and system owners.
* Support root-cause analysis efforts and implementation of corrective actions.
* Help maintain data models, system configurations, and business processes supporting portfolio planning and reporting.
* Assist with execution of the Data Governance & Quality Program.
Tooling Enablement & Frontline Support
* Serve as the primary point of contact for portfolio tooling support requests across the DET organization.
* Assist users with troubleshooting and aid in resolving issues across portfolio tooling stack including Airtable, Linear, Tableau integrations, Slack integrations, and related portfolio management systems.
* Monitor system performance, integrations, and workflows to ensure data moves accurately and efficiently across connected systems.
* Support the development and maintenance of user documentation, training materials, process guides, and enablement resources that drive adoption and operational consistency.
* Identify opportunities to streamline…
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