Note: The job is a remote job and is open to candidates in USA. Salesforce is the #1 AI CRM, where humans with agents drive customer success together. The Portfolio Delivery Leader (PDL) is responsible for owning the health and performance of a defined book of business, ensuring customer engagements are successful while managing financials and resource strategy.

Responsibilities

• 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

Skills

• 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
• 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

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
• Possible travel of about 25%, but exact travel requirements will vary based on customer.
• Time off programs
• Medical, dental, vision, mental health support
• Paid parental leave
• Life and disability insurance
• 401(k)
• An employee stock purchasing program

Company Overview

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