Jobs · Finance · Wisconsin

Sales Technology Portfolio Manager (Temporary Opportunity)

Cleaver-Brooks · Milwaukee, WI · 1 mo ago
FinanceFull-time

Key Responsibilities

  • Coordinate with the IT PMO and IT Sales Technology teams to establish and maintain intake, prioritization, governance, and work pipeline processes
  • Facilitate demand management, prioritization, roadmap planning, and capacity planning across the IT Sales Technology portfolio
  • Align Sales Technology initiatives with broader IT priorities, resources, and dependencies
  • Lead coordination of IT Sales Technology initiatives across Salesforce, CPQ, and related platforms
  • Maintain visibility into project status, milestones, risks, dependencies, and delivery progress
  • Manage multiple concurrent projects, enhancements, and operational workstreams
  • Drive accountability across technical teams, vendors, and business stakeholders
  • Monitor and escalate risks, blockers, and resource constraints

IT Sales Technology Planning & Delivery

  • Coordinate IT Sales Technology enhancements, releases, and process improvement initiatives
  • Facilitate prioritization of business requirements, enhancement requests, and operational support work
  • Support release planning, testing, deployment readiness, and post-go-live activities

IT PMO Governance & Stakeholder Management

  • Establish and improve governance processes supporting intake, prioritization, roadmap planning, and portfolio visibility
  • Facilitate collaboration between IT Sales Technology leadership, business stakeholders, and IT teams
  • Cook up portfolio planning and governance activities between IT Sales Technology and the IT PMO
  • Facilitate status meetings, roadmap reviews, stakeholder alignment sessions, and governance discussions
  • Provide project status updates, portfolio reporting, and executive-level visibility
  • Cook up communications, dependency management, and organizational readiness activities

Required Skills

  • Experience managing enterprise applications or technical IT projects
  • Experience supporting CRM, Salesforce, or customer-facing technology initiatives preferred
  • Strong understanding of project methodologies (Agile, Waterfall, or hybrid)
  • Strong stakeholder management and communication skills
  • Experience coordinating cross-functional technical and business teams
  • Able to manage multiple projects simultaneously in a fast-paced environment
  • Strong organizational, problem-solving, and follow-through skills
  • Experience with project management tools such as MS Project, Jira, Smartsheet, Wrike or similar
  • Proficient in Microsoft Office Suite, SharePoint, and collaboration tools
  • Self-starter with strong ownership, initiative, and follow-through

Education

  • Bachelor’s Degree required, Master’s Degree preferred
  • Experience 5+ years of experience in an IT environment
  • 5+ years managing enterprise or technical IT projects
  • Experience working within manufacturing environments preferred
  • PMP, Scrum Master or related project management certification preferred
  • Salesforce project experience strongly preferred

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