Strategic Portfolio Operations, Senior Analyst

Finance

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.

Applications will be accepted until 10/22/2026.

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're transforming from fragmented portfolio management practices to a unified, data-driven operating model — building the systems, processes, governance, and insights that enable DET leaders to prioritize strategically, plan effectively, and deliver with confidence. Our FY28 strategy is anchored on five inter-connected domains:
Portfolio Planning, Data & Systems Optimization, Tooling Enablement, Process Excellence & Governance, and Capacity Planning.

• Provide frontline customer support for the SPM custom tool stack (Airtable, Time tracking, Google App Script), answering how-to questions, troubleshooting issues, and routing complex issues to system owners.
• Apply project/program management discipline to SPM tooling and process initiatives — scoping enhancement requests, sequencing rollout plans, and tracking tooling projects from kickoff through delivery.
• Manage and prioritize the SPM tooling support backlog, keeping requests organized and stakeholders informed.
• Support maintenance of user documentation, FAQs, training materials, and process guides that drive adoption and consistency.
• Identify recurring issues and surface opportunities to streamline workflows and improve the day-to-day tooling experience, escalating to tooling owners as needed.

• Act as a Portfolio Partner for assigned DET pillars, assisting with Initiative intake, prioritization, and the quarterly/annual portfolio planning process.
• Support pillar teams through planning activities — ensuring data is complete, accurate, and submitted on time — and coordinate deadlines, follow-ups, and deliverables across assigned pillars during planning cycles.
• Help maintain portfolio data used for planning, reporting, and operational reviews.
• Provide operational and reporting support to PPMs and pillar stakeholders, and help document portfolio operating procedures and planning process guides.

• 3–5 years of experience in project management, business operations, customer/tooling support, program management, or a related discipline.
• Proven ability to build project plans, manage intake, track work through to completion, coordinate across stakeholders, and keep multiple priorities moving in a fast-paced environment.
• Hands‑on experience with (or strong aptitude to quickly learn) work management or portfolio tools such as Airtable, Linear, Jira, or similar.
• Working knowledge of product/software development lifecycle (PDLC/SDLC) practices and how work flows from intake through planning, delivery, and review.
• A service-oriented mindset with excellent responsiveness, follow-through, and attention to detail, backed by strong written and verbal communication skills that make tools and processes clear to non-technical…