Project Manager, Salesforce Portfolio
Core
Own end-to-end delivery of Salesforce and Sales Operations initiatives, driving portfolio-level visibility and measurable business outcomes.
Role type
Senior individual contributor project manager (Salesforce portfolio)
Builds
Salesforce, CPQ, CLM, and analytics initiatives for Sales and Operations teams
Domain
Healthcare technology / Sales Operations
Required skills
Salesforce ecosystem expertise, Sales Cloud, CPQ, Jira, portfolio management, data analysis, cross-functional coordination, roadmap planning, RAID log management, UAT coordination
Preferred skills
PMP/PgMP/Agile certification, quote-to-cash processes, operational KPIs, adoption data, Smartsheet/Asana/MS Project
Technologies
Salesforce, Jira, CPQ, CLM, Smartsheet, Asana, MS Project
Responsibilities
Own intake process for Sales Operations initiatives; maintain Salesforce and Sales Operations roadmap and portfolio dashboard; assess impact, effort, sequencing, and tradeoffs across initiatives; lead weekly portfolio operating rhythm; manage cross-functional project execution; develop and maintain project plans; create and manage Jira epics, stories, sprint plans, and release timelines; maintain RAID logs; coordinate launch readiness, UAT planning, stakeholder signoff, and post-launch adoption tracking; use AI-enabled tools to speed up project analysis and summarize status updates
Seniority
Senior, hands-on IC