Portfolio Strategy & Financial Governance Lead

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Program & Project Management Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action.

Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Job Title: Portfolio Strategy & Financial Governance Lead (IC) Location: New York, NY or San Francisco, CA About the Team This role is critical to enabling the Engineering Development and Delivery Pillar to operate as a disciplined, strategic, and financially accountable pillar within the DET organization, ensuring that investments align to Salesforce's broader enterprise priorities and the Agentic Enterprise vision. About the role As a Portfolio Strategy & Financial Governance Lead (IC), you will serve as the operational backbone of the EDD Pillar — owning the systems, processes, and insights that enable DET leadership to make faster, smarter, and more strategic decisions. You will lead portfolio strategy and governance, drive financial and capacity planning, manage intake workflows, and deliver executive-ready reporting.

Working cross-functionally with Finance, Workforce Planning, and Pillar leaders, you will ensure investments are aligned, risks are surfaced early, and portfolio data is trusted as the single source of truth across DET. This role demands a blend of strategic thinking, operational rigor, financial acumen, executive presence, cross-functional collaboration, structured problem-solving, and data storytelling — all applied toward a clear set of outcomes: portfolio data that is accurate, aligned, and trusted as the single source of truth across DET; real-time leadership visibility into investment allocation, capacity, and trade-offs; intake and governance processes that are structured, scalable, and consistently adopted; capacity and financial planning seamlessly integrated with strategic prioritization; and portfolio governance that directly drives measurable, outcomes-oriented results. Lead the development and execution of DET's annual and quarterly portfolio plans Serve as a strategic partner to Pillar and Sub-Pillar leaders, aligning investments to enterprise initiatives Own and evolve the EDD and DET Source of Truth (SOT), ensuring data integrity and accessibility Define and enforce project naming conventions, classification standards, and governance frameworks Drive MoSCoW prioritization exercises, scenario planning, and trade-off analysis Your Impact - Responsibilities Financial & Capacity Management Lead partnership with Finance and Workforce Planning to align: External budget allocations Internal FTE capacity planning Approved vs.

below-the-line initiative decisions Own portfolio health reporting, including: Investment distribution across pillars Capacity utilization trends Budget variance analysis Initiative performance tracking Intake & Change Management Own and continuously improve portfolio intake workflows end-to-end Evaluate and advise on impact of new requests across budget, headcount, and strategic prioritization Lead governance of project name changes, scope shifts, and reclassifications Drive standardization across documentation, trackers, and reporting tools Executive Reporting & Insights Develop and deliver executive-ready materials and strategic insights for: Monthly Portfolio Manager meetings Quarterly planning cycles DET leadership reviews and board-level updates Translate complex portfolio data into clear, actionable recommendations Proactively surface risks, dependencies, and cross-pillar trade-offs Minimum Qualifications Bachelor's degree in Business, Finance, Operations, or a related field and/or equivalent work experience 7–10+ years of experience in one or more of the following: Strategy & Operations Portfolio or Program Management Business Operations Management Consulting Finance or Enterprise Planning Advanced analytical skills (Excel / Google Sheets; experience with BI tools a plus) Proven ability to influence and align senior cross-functional stakeholders Track record of operating independently in ambiguous, fast-moving environments Exceptional executive-level written and verbal communication skills Preferred Qualifications Experience in technology portfolio management or enterprise IT environments Deep familiarity with capacity planning, financial modeling, and headcount governance Experience with Salesforce internal tooling (Workday, MFT, DET Time Tracker, etc.) Background in management consulting or corporate strategy What Success Looks Like Portfolio data is accurate, aligned, and trusted as the single source of truth across DET DET leadership has real-time visibility into investment allocation, capacity, and trade-offs Intake and governance processes are structured, scalable, and consistently adopted Capacity and financial planning are seamlessly integrated with strategic prioritization Portfolio governance directly drives measurable, outcomes-oriented results Work Setup This role is Office Flexible , based in our San Francisco or New York offices, with an expectation of 1–3 days per week on-site. *LI-Y Unleash Your Potential When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best .

Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world. Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form .

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all.

And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law.

This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit.

The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits.

Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records. At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $117,400 - $177,600 annually.

In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $140,900 - $193,700 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.