Strategic Portfolio Operations Manager - Lead

Salesforce•Indianapolis, IN

3d•$117,400 - $193,700•Remote

About The Position

Salesforce is seeking a Strategic Portfolio Operations Manager (IC) to join the Digital Enterprise Technology (DET) Strategic Portfolio Management (SPM) team. This team is responsible for scaling Salesforce through aligned investment decisions, trusted portfolio data, and an integrated tooling ecosystem. The role focuses on transforming portfolio management practices into a unified, data-driven operating model by building systems, processes, governance, and insights. The FY27 strategy includes pillars like Portfolio Planning, Data & Systems Optimization, Tooling Enablement, Process Excellence & Governance, and Capacity Planning. This specific role is at the intersection of Data & Systems Optimization and Tooling Enablement, ensuring portfolio systems, reporting, and operational processes provide accurate, actionable insights for DET leaders. The Strategic Portfolio Manager Analyst is the primary owner of the Strategic Portfolio Management tooling ecosystem and portfolio data foundation, serving as the main resource for tooling support, data quality management, reporting enablement, and operational excellence across platforms like Airtable, Linear, Tableau, Slack integrations, and other emerging platforms. Success requires attention to detail, analytical skills, and a systems-thinking mindset to improve data integrity, reporting accuracy, operational efficiency, and user experience. This cross-functional role collaborates with Pillar Portfolio Managers (PPMs), senior analysts, business stakeholders, Finance, and DET leadership.

Requirements

Bachelor's degree in Business Administration, Information Systems, Computer Science, Data Analytics, or a related field.
3–5 years of experience in portfolio management, program management, business operations, systems administration, business analytics, or related disciplines.
Hands-on experience with portfolio or work management platforms such as Airtable, Linear, Jira, or similar tools.
Strong data management and quality assurance experience, including validation, reconciliation, auditing, and maintenance of complex datasets.
Demonstrated attention to detail and commitment to delivering accurate, high-quality work.
Strong systems-thinking capabilities with the ability to understand dependencies and relationships across tools, processes, and data ecosystems.
Experience gathering business requirements and translating them into reporting solutions, dashboards, and actionable visualizations.
Experience working with relational datasets and integrating information from multiple systems to support analysis and decision-making.
Strong analytical, problem-solving, and critical-thinking skills.
Excellent written and verbal communication skills with the ability to translate technical concepts into business-friendly language.
Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

Experience building and maintaining automations, integrations, and workflows within SaaS platforms such as Airtable, Zapier, Workato, or similar technologies.
Advanced experience with Tableau, Power BI, or other data visualization and dashboarding platforms.
Experience designing executive and operational dashboards, KPI frameworks, and reporting strategies.
Familiarity with data governance, data quality management, and reporting best practices.
Experience within a technology, digital transformation, or SaaS enterprise environment.
Familiarity with agile methodologies, portfolio governance frameworks, and strategic planning processes.
Experience supporting large-scale tool implementations, change management initiatives, and user adoption programs.
Relevant certifications such as PMP, PMI-ACP, SAFe, Tableau, Power BI, or tool-specific certifications are a plus.

Responsibilities

Support portfolio data quality activities through validation, reconciliation, QA reviews, and data audits.
Assist in executing established data governance standards and controls.
Identify data discrepancies and escalate findings to portfolio managers and system owners.
Support root-cause analysis efforts and implementation of corrective actions.
Help maintain data models, system configurations, and business processes supporting portfolio planning and reporting.
Assist with execution of the Data Governance & Quality Program.
Serve as the primary point of contact for portfolio tooling support requests across the DET organization.
Assist users with troubleshooting and aid in resolving issues across portfolio tooling stack including Airtable, Linear, Tableau integrations, Slack integrations, and related portfolio management systems.
Monitor system performance, integrations, and workflows to ensure data moves accurately and efficiently across connected systems.
Support the development and maintenance of user documentation, training materials, process guides, and enablement resources that drive adoption and operational consistency.
Identify opportunities to streamline processes, improve user experience, and increase the effectiveness of portfolio management tools.
Support the development and maintenance of portfolio dashboards and reporting solutions.
Assist with gathering reporting requirements from business stakeholders.
Validate and reconcile data used in dashboards and reporting outputs.
Support enhancements to DET and Executive Dashboards.
Generate recurring reports and ad hoc analyses for portfolio stakeholders.
Help ensure reporting aligns with established governance standards and business requirements.
Support quarterly and annual portfolio planning, intake, prioritization, and governance activities.
Maintain portfolio data used for planning, reporting, and operational reviews.
Assist with time-tracking compliance activities and data quality reviews.
Support headcount, allocation, and resource planning data administration.
Help document and maintain portfolio operating procedures and governance processes.
Provide operational reporting and analytical support to portfolio managers.
Assist with collection, validation, and reconciliation of portfolio financial data.
Support budget tracking, forecasting, accrual management, and reporting activities.
Maintain financial reports and dashboards used by portfolio stakeholders.
Provide analytical support for scenario planning and investment reviews.
Assist Finance and portfolio managers in identifying reporting discrepancies and budget variances.