Project Manager, Salesforce Portfolio

About the role

Project Manager – Salesforce Portfolio
Position Summary: The Project Manager is responsible for owning end-to-end delivery of Salesforce and Sales Operations initiatives. This role combines strong project execution with deep analytical capability to drive portfolio-level visibility, informed prioritization, and measurable business outcomes across Salesforce, CPQ, CLM, and analytics initiatives.

Responsibilities

• Own the intake process for Sales Operations initiatives, including triage, prioritization support, and capacity-based roadmap planning.
• Maintain the Salesforce and Sales Operations roadmap and portfolio dashboard, including status, milestones, risks, dependencies, and throughput.
• Assess impact, effort, sequencing, and tradeoffs across initiatives using structured analysis and delivery data.
• Lead the weekly portfolio operating rhythm and prepare clear, insight-driven updates for stakeholders and leaders.
• Manage cross-functional project execution across Salesforce, CPQ, CLM, and analytics initiatives.
• Create and manage Jira epics, stories, sprint plans, and release timelines; use Jira reporting to identify trends and delivery risks.
• Maintain RAID logs and ensure ownership, decision-making, and follow-through are documented and tracked.
• Cook up launch readiness, UAT planning, stakeholder signoff, and post-launch adoption tracking.
• Use AI-enabled tools and features to speed up project analysis, summarize status updates, and spot delivery patterns while applying sound judgment to validate outputs before sharing them.

Additional responsibilities

• Support communication plans, enablement readiness, and launch coordination activities.
• Partner with analytics teams to validate dashboards, reporting, and KPI definitions.
• Contribute to continuous improvement in delivery processes, templates, and operating practices.
• Help identify and track corrective action plans when launches or adoption outcomes fall short of expectations.
• Support documentation that improves visibility into progress, decisions, and dependencies.

Qualifications

• 5+ years of project or program management experience; experience in Sales Operations, Revenue Operations, or Salesforce delivery is preferred.
• Strong experience with the Salesforce ecosystem; Sales Cloud is required and CPQ is strongly preferred.
• Demonstrated ability to define metrics, interpret data, identify trends, and turn analysis into action.
• Advanced experience with Jira, including backlog management, sprint execution, and reporting.
• Experience with project management tools such as Jira, Smartsheet, Asana, Monday.com, or MS Project.
• Strong communication skills with the ability to clearly explain status, risks, tradeoffs, and recommendations.
• Proven ability to lead cross-functional workstreams and drive accountability without direct authority.
• Project management certification such as PMP, PgMP, or Agile/Scrum certification is preferred.
• Experience with quote-to-cash processes, operational KPIs, portfolio metrics, or adoption data is preferred.

Benefits

The expected compensation range for this position is $105,000 - $179,000. Base pay is determined by multiple factors, including job-related experience, relevant knowledge and skills, how your qualifications compare to others in similar roles, and geographical market rates. Athenahealth offers a comprehensive Total Rewards package, which includes short and long-term incentives by way of an annual discretionary bonus plan, variable compensation plan, and equity plans.

About Athenahealth

Athenahealth’s vision is to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. Our company culture is built around shared values of inclusiveness, accountability, and support. Athenahealth is committed to diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers, and the communities where we work and serve.