Portfolio Strategy & Financial Governance Lead

Salesforce

New York, NY, USA
Base: $164,000 - $202,600 annually; bonus/equity: ...
Portfolio strategy and governance
Financial and capacity planning
Executive-ready reporting
Serve as the operational backbone of the EDD Pillar, owning systems, processes, and insights for strategic decision-making

Job Summary

  • Serve as the operational backbone of the EDD Pillar, owning systems, processes, and insights for strategic decision-making.
  • Lead portfolio strategy and governance, drive financial and capacity planning, manage intake workflows, and deliver executive-ready reporting.
  • Ensure investments align to Salesforce's broader enterprise priorities and the Agentic Enterprise vision, driving measurable, outcomes-oriented results.

Matching Summary

Serve as the operational backbone of the EDD Pillar, owning systems, processes, and insights for strategic decision-making.

Salary

Base: $164,000 - $202,600 annually; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Portfolio strategy and governance
  • Financial and capacity planning
  • Executive-ready reporting
  • Cross-functional collaboration
  • Data storytelling

Nice-to-have

  • AI-driven customer success
  • Workforce transformation
  • Agentic era innovation
  • Trailblazer mindset

Key Requirements

  • 7-10+ years experience
  • Bachelor's degree or equivalent work experience
  • Advanced analytical skills
  • Ability to influence senior stakeholders

Work Rights

Not specified

Tailored Resume

Cover Letter