• Provide strategic leadership and full accountability for portfolio performance, delivery quality, customer satisfaction, and financial outcomes.
• Establish and lead a portfolio organization structure that balances customer requirements, scalability, cost efficiency, and operational stability.
• Drive delivery excellence by maintaining high standards of quality, efficiency, forecasting, and financial planning.
• Serve as the primary escalation point for portfolio-related matters and critical customer situations.
• Oversee project prioritization and resource allocation to maximize business value and portfolio performance.
• Partner with account managers, delivery leaders, and practices to improve project success, customer adoption, and long-term engagement.
• Manage portfolio-level risks, ensuring proactive mitigation and timely escalation when required.

• Own portfolio revenue, profitability, labor margins, forecasting, and financial performance.
• Develop and execute strategies for pricing optimization and margin improvement.
• Monitor portfolio financial health and implement corrective actions when necessary.
• Ensure compliance with contractual obligations, corporate policies, and industry regulations.
• Maintain strong governance practices across portfolio operations and delivery execution.

• Build and continuously strengthen executive-level relationships with customers and key stakeholders.
• Develop engagement strategies that expand partnerships and increase customer value realization.
• Handle escalations effectively while balancing customer satisfaction and business objectives.
• Foster a customer-centric culture focused on delivering measurable business outcomes and long-term value.

• Maintain deep knowledge of industry trends, market dynamics, competitive landscape, and regulatory developments.
• Collaborate with Practices, CTO Office, Sales, and technical teams to develop best-in-class industry solutions.
• Drive innovation and strategic thinking across the portfolio.
• Partner with other Portfolio Directors and business leaders to share best practices, mitigate risks, and create organizational synergies.

Requirements:

• 6+ years of experience in professional services, IT services, consulting, or related industries with progressive leadership responsibilities.
• 4+ years of portfolio, business unit, or P&L leadership experience.
• Proven success managing portfolio revenues, profitability, forecasting, and operational performance.
• Experience leading multi-account portfolios or business units, preferably with annual revenues of $5M–$7M or more.
• Demonstrated ability to align delivery, sales, and technical organizations around common business objectives.
• Experience working with executive stakeholders and participating in Quarterly Business Reviews (QBRs).

• 4+ years of experience delivering and scaling Salesforce solutions across multiple clouds, including:
  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Data Cloud
  • At least one Industry Cloud (Financial Services, Health Cloud, Manufacturing Cloud, or similar)
• Experience leading complex Salesforce transformation programs, integrations, and legacy CRM modernization initiatives.
• Deep understanding of the Salesforce ecosystem, partner model, and product roadmap.

• Proven track record of driving account growth through new logo acquisition, upsell, cross-sell, and strategic expansion.
• Established Salesforce network, including relationships with AEs, RVPs, Partner Managers, ISVs, and Industry Advisors.
• Experience executing co-selling motions and joint go-to-market initiatives with Salesforce field organizations.
• Strong understanding of Salesforce partner programs, alliance management, and ecosystem engagement.

• Strong P&L ownership and financial management experience.
• Expertise in portfolio planning, forecasting, pricing strategy, and margin optimization.
• Experience managing delivery operations, resource planning, risk management, and service-level commitments.
• Understanding of Salesforce services economics, multi-cloud deal structuring, and services pricing models.

• Executive presence and strong stakeholder management skills.
• Exceptional customer relationship-building capabilities.
• Strategic thinking with strong business and market acumen.
• Strong leadership and talent development experience.
• Excellent negotiation, conflict resolution, and escalation management skills.
• High level of decisiveness, accountability, and resilience in a fast-paced environment.

Nice to Have:

• Experience managing global delivery organizations and distributed teams.
• Participation in Salesforce partner events, industry conferences, and ecosystem programs.
• Strong understanding of Salesforce certification paths and certified talent development.
• Experience building portfolio roadmaps aligned with Salesforce GTM strategies and release cycles.

What We Offer:

• Competitive salary.
• 100% remote opportunity.
• Flexible work environment (in-office, remote, or hybrid depending on preferences and manager approval).
• Opportunities for professional growth and career advancement.
• Collaborative and innovative work environment.
• Paid time off, including holidays, vacation and sick leave.
• Benefits may vary by location and will be confirmed during the interview process.

Originally posted on Himalayas