Portfolio Delivery Leader - Technology, Media and Telco; TMT
Listed on 2026-07-09
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Management
Operations Management, Client Relationship Manager, Business Development, Account Manager
Role Description
The Portfolio Delivery Leader (PDL) is an executive‑level individual contributor role within the Delivery Account Management (DAM) function of Salesforce Professional Services. A PDL owns the health and performance of a defined book of business symmetrically aligned to sales portfolio(s) within an operating unit across a range of customer engagements, including paid and investment commitments. The PDL operates at a portfolio level—not a project execution level—spending roughly half the time in direct customer engagement and half governing portfolio health, financials, and resource strategy, while carrying a 25% utilization.
The PDL serves as the delivery organization’s primary point of accountability for deal acceptance, escalation management, and margin protection. They connect pre‑sales solutioning and delivery execution, ensuring that what is sold can be staffed and delivered at the proposed margin, identifying risk early enough to course‑correct, and building executive relationships that turn one‑time engagements into long‑term partnerships. Success is defined by what the PDL prevents, protects, and grows.
Impact
- Portfolio Health End‑to‑End: named owner of red/yellow/green status across all engagements, catching signals before they become escalations.
- Drive pre‑sales & delivery alignment: own level 3 signoffs on opportunities before contract execution; validate that resource strategy, staffing mix, and deal risk are viable before entry.
- Own the Services Delivery Strategy: lead SDS reviews; prepared to discuss every red and yellow account.
- Protect margin at the deal level: manage contingency deliberately, monitor fixed‑fee burn rates, track delivered vs. bid margin, and pre‑empt overruns.
- Be the executive face of delivery: engage C‑suite stakeholders on a regular cadence, ensuring customers feel supported and confident in Salesforce’s delivery motion.
- Lead cross‑functional recovery when issues arise: first escalation point, owning the path to resolution and ensuring high‑watch engagements are governed actively.
- Drive resource strategy across your book: fulfil the scoped staffing mix, partnering with the Delivery Engagement Lead on prioritization when demand exceeds supply.
- Surface expansion signals: identify white space, flag renewal risk, and feed delivery‑originated pipeline back into the sales motion.
- Currently Director‑level or above.
- Demonstrated experience managing a complex, multi‑engagement book with direct accountability for revenue and margin outcomes.
- Strong financial acumen—able to read and interpret portfolio financials on a weekly cadence.
- Proven executive‑level customer relationship management, including navigating difficult conversations and stabilizing at‑risk accounts.
- Experience governing delivery risk—assess deal viability, identify scope or staffing gaps, and provide sign‑off before contract execution.
- Demonstrated ability to drive outcomes in a matrixed environment without direct people‑management authority.
- Comfortable operating at portfolio scanning altitude across multiple strategic engagements simultaneously.
- Strong escalation and conflict resolution skills; calm, credible center of gravity when things go sideways.
- Prior experience with fixed‑fee delivery models and the financial governance disciplines they require—burn‑rate management, milestone attainment, scope control.
- PMP, PgMP, SCRUM, SAFe or equivalent certification(s).
- Expert in Salesforce delivery methodology (SPSM), Guided Scoping, and portfolio health monitoring tools.
- Working knowledge of GDC, subcontractor governance, and onshore/offshore staffing trade‑offs.
- Tenured experience in the TMT industry vertical.
Possible travel of about 25%—exact travel requirements will vary based on customer.
Benefits & Perks- Comprehensive benefits package including well‑being reimbursement, generous parental leave, adoption assistance, fertility benefits, and more.
- World‑class enablement and on‑demand training with
- Exposure to executive thought leaders and regular 1:1 coaching with leadership.
- Volunteer opportunities and participation in our 1:1:1 model…
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