Senior Director - Portfolio Management

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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.

About the Department: The Digital Enterprise Technology (DET) Strategic Portfolio team helps Salesforce scale by aligning our strategic investment portfolio with business strategy and optimizing value realization across the enterprise. We provide value oriented planning processes, quality portfolio level data for strategic decision making, and amazing customer service to support delivery. We enable DET leaders to envision our future, ruthlessly prioritize, drive collaboration, showcase the value of our work, and guide transformative initiatives.

About the Role:

The Senior Director of Strategic Portfolio Management is a key leadership role responsible for driving alignment between the company’s strategic objectives and our portfolio of initiatives, programs, and investments. This role ensures that resources, funding, and execution are prioritized to deliver maximum business value and enable innovation across the organization.

As a strategic thought partner to executive leadership, the Senior Director oversees the end-to-end portfolio lifecycle— from strategy formulation and investment planning through delivery oversight and performance realization.

Key Responsibilities:

• Partner with executive leadership to translate corporate strategy into a balanced, actionable portfolio of initiatives.

• Lead annual and quarterly portfolio planning, prioritization, and rebalancing processes.

• Establish and lead enterprise-level portfolio governance to ensure investment decisions align with strategic priorities, risk tolerance, and ROI expectations.

• Serve as a trusted advisor to senior leadership on prioritization, investment strategy, and portfolio health.

• Maintain a forward-looking view of the portfolio to anticipate dependencies, resource constraints, and market impacts.

• Provide executive insights and recommendations to guide strategic trade-offs and capital allocation.

• Define and manage key portfolio performance indicators (e.g., value realization, time-to-market, resource utilization, risk exposure).

• Drive adoption of enterprise tools and analytics for portfolio visibility and scenario planning.

• Communicate portfolio performance and strategic impacts through concise executive dashboards and narratives.

• Innovate portfolio process at the team, organization, and enterprise level to align to modern standards. Be a champion for change amid ruthless prioritization.

• Lead and develop a high-performing team of portfolio managers and analysts by fostering a culture of accountability, transparency, and data-driven decision making.

• Build a collaborative teaming environment that champions creativity, innovation, and learning. Be willing to have a beginner's mind.

Minimum Requirements

• 10-15+ years of professional work experience in strategic planning, portfolio management, or enterprise PMO leadership roles within a large, complex, or global organization—preferably in high tech, SaaS, or digital industries.

• Proven success in leading enterprise portfolio governance, investment prioritization, and large-scale transformation initiatives.

• Strong financial acumen, with experience managing multimillion-dollar budgets and capital allocation and capital expenditure decisions.

• Expertise in agile portfolio management, capacity management, product lifecycle management, and/or strategy execution frameworks.

Skills & Competencies:

• Strategic thinker with strong analytical, decision-making, and influencing skills.
• Exceptional communication and executive presentation abilities.
• Demonstrated success leading through ambiguity and driving alignment across diverse stakeholders; able to work well in a cross-functional, matrix management environment.

• Ability to effectively manage scenario planning across competing demands and changing priorities; and guide product and IT teams to do the same.

• Deep understanding of innovation, product, and technology ecosystems.

• Strategic and tactical abilities to document and analyze metrics and data

• Ability to identify trends, opportunities, gaps and best practices across multiple portfolio and product teams that vary in scope, leadership and capabilities

• Strong facilitation skills, ensuring team is continuously adapting and improving their productivity

Success in this Role Looks Like:

• Portfolio decisions clearly reflect strategic intent and drive measurable business outcomes.

• Leadership has a transparent, real-time view of portfolio performance and risk.

• Execution speed and value realization improve year-over-year.

• The organization operates with greater agility, discipline, and confidence in strategic decision-making.

• Develops, maintains, and strengthens partnerships with others inside and outside the team who provide decision making, information, or support

*LI-Y

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $179,000 - $300,200 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $214,800 - $327,600 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.