Key Responsibilities

Enterprise Applications Portfolio Manager

The Enterprise Applications Portfolio Manager is responsible for designing, implementing, administering, optimizing, and continuously improving client's application portfolio across Salesforce, Net Suite, Dayforce, Procore and other related applications critical to business operations.

This role will ensure applications meet business needs, are effectively integrated, and optimized for performance, security, and scalability. The position will collaborate with various business units to drive successful application strategies and ensure smooth day-to-day operations. Additionally, the role ensures the platform operates as the central system of record for the organization, and manage system configurations, user access, data governance, and enhancements while working closely with sales, service operations, production, field teams, HR, Accounting, and executive stakeholders to align capabilities with business objectives.

As client continues to grow through acquisitions and national expansion, this role will play a critical part in ensuring newly integrated branches adopt standardized processes, workflows, and reporting structures. The position will support scalable system architecture, user adoption, and operational visibility across all divisions.

· Administer and maintain enterprise applications including user setup, profiles, roles, permission sets, and security controls

· Configure and manage custom objects, fields, page layouts, record types, validation rules, and automations

· Maintain system reliability, performance, and configuration standards

· Support ongoing system improvements and ensure alignment with best practices

· Manage sandbox environments and support controlled testing and release management

· Administer and maintain applications to support lead to quote, order to cash, design to build, procure to pay, record to report, and hire to exit.

· Ensure workflows align with established processes and reporting standards

· Support leadership with dashboards, forecasting visibility, and analytics

· Maintain data integrity across all master data elements and transaction data

· Support adoption of standard business processes

· Work with Data Engineer to develop and maintain dashboards and reports supporting KPIs across business functions

· Provide executive-level reporting visibility for all prospect/customer, operational, and financial outcomes

· Support leadership teams with data analysis and reporting that informs operational and strategic decision-making

· Maintain standardized reporting structures across regions and branches

· Ensures data quality through routine audits, validation rules, and data governance best practices

· Implement deduplication processes and maintain clean data across all master data and transactional attributes

· Monitor system usage and data entry standards to ensure accurate reporting and forecasting

· Establish standards for documentation and workflow compliance across all teams

· Evaluate, configure, and maintain integrations between internal and external applications

· Collaborate with internal IT teams and external vendors on system architecture and integration strategy

· Maintain add-on applications and ensure compatibility with system upgrades

· Provide end-user support across the organization for Salesforce functionality and troubleshooting

· Develop documentation, training materials, and onboarding resources for new CRM users

· Conduct training sessions for sales teams, service teams, and administrative staff

· Promote consistent system adoption and ensure users understand established processes and workflows

· Evaluate SaaS application releases, new features, and platform updates to identify improvement opportunities

· Recommend enhancements that improve efficiency, visibility, and operational performance

· Partner with leadership to align capabilities with evolving business processes and company growth initiatives

· Support system scalability as we expands into new regions and integrates newly acquired companies