Jobs · Finance · Massachusetts

Portfolio Delivery Leader - Technology, Media and Telco (TMT)

Salesforce · Boston, MA · 1 mo ago
RemoteRemoteFinance$182k–$305k/yrFull-time

About the role

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.

Responsibilities

  • Own 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.
  • Own the Services Delivery Strategy: you own the content in Services Delivery Strategy (SDS) reviews; you arrive prepared to speak to every red and yellow account in your portfolio.
  • Protect margin at the deal level: you manage contingency deliberately, monitor fixed-fee burn rates, track delivered vs. bid margin, and escalate before overruns compound.
  • Lead cross-functional recovery when things go wrong: you are the first escalation point of contact for delivery issues; you own the path to resolution and ensure High Watch engagements are actively governed, not passively tracked.
  • Drive resource strategy across your book: you own fulfillment of the scoped staffing mix within your portfolio and partner with the Delivery Engagement Lead on prioritization when demand exceeds supply.
  • Surface expansion signals from within accounts: you identify white space, flag renewal risk, and feed delivery-originated pipeline back into the sales motion.

Requirements

  • Currently Director-level or above
  • Demonstrated experience managing a complex, multi-engagement book of business with direct accountability for revenue and margin outcomes
  • Strong financial acumen — able to read and interpret portfolio financials (contingency usage, burn rate, delivered vs. bid margin, revenue forecast) on a weekly cadence
  • Proven executive-level customer relationship management, including navigating difficult conversations and stabilizing at-risk accounts
  • Experience governing delivery risk — ability to 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 a portfolio scanning altitude across multiple strategic engagements simultaneously, rather than deep execution on a single account
  • Strong escalation and conflict resolution skills; a 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

Qualifications

  • 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 tradeoffs
  • Tenured experience in TMT industry vertical

Skills

  • Portfolio Health End-to-End: you are the named owner of red/yellow/green status across all engagements in your book; you catch signals before they become escalations.
  • Drive pre-sales & delivery alignment: you own level 3 signoffs on opportunities before contract execution; you validate that resource strategy, staffing mix, and deal risk are viable before they enter your portfolio.
  • Own the Services Delivery Strategy: you own the content in Services Delivery Strategy (SDS) reviews; you arrive prepared to speak to every red and yellow account in your portfolio.
  • Protect margin at the deal level: you manage contingency deliberately, monitor fixed-fee burn rates, track delivered vs. bid margin, and escalate before overruns compound.
  • Be the executive face of delivery: you engage C-suite stakeholders (CIO, CFO, CTO) on a regular cadence, ensuring customers feel supported, informed, and confident in Salesforce's delivery motion.
  • Lead cross-functional recovery when things go wrong: you are the first escalation point of contact for delivery issues; you own the path to resolution and ensure High Watch engagements are actively governed, not passively tracked.
  • Drive resource strategy across your book: you own fulfillment of the scoped staffing mix within your portfolio and partner with the Delivery Engagement Lead on prioritization when demand exceeds supply.
  • Surface expansion signals from within accounts: you identify white space, flag renewal risk, and feed delivery-originated pipeline back into the sales motion.

Benefits

  • Comprehensive benefits package including well-being reimbursement, generous parental leave, adoption assistance, fertility benefits, and more!
  • World-class enablement and on-demand training with Trailhead.com
  • Exposure to executive thought leaders and regular 1:1 coaching with leadership
  • Volunteer opportunities and participation in our 1:1:1 model for giving back to the community

Pay

$181,700 - $304,700 annually

Schedule

Travel of about 25% is possible, but exact travel requirements will vary based on customer.

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