Own the intake process for Sales Operations initiatives, including triage, prioritization support, and capacity-based roadmap planning
Maintain the Salesforce and Sales Operations roadmap and portfolio dashboard, including status, milestones, risks, dependencies, and throughput
Assess impact, effort, sequencing, and tradeoffs across initiatives using structured analysis and delivery data
Lead the weekly portfolio operating rhythm and prepare clear, insight-driven updates for stakeholders and leaders
Manage cross-functional project execution across Salesforce, CPQ, CLM, and analytics initiatives
Develop and maintain project plans based on scope, risk, velocity, and capacity assumptions
Create and manage Jira epics, stories, sprint plans, and release timelines; use Jira reporting to identify trends and delivery risks
Coordinate launch readiness, UAT planning, stakeholder signoff, and post-launch adoption tracking

5+ years of project or program management experience
Strong experience with the Salesforce ecosystem; Sales Cloud is required and CPQ is strongly preferred
Demonstrated ability to define metrics, interpret data, identify trends, and turn analysis into action
Advanced experience with Jira, including backlog management, sprint execution, and reporting
Experience with project management tools such as Jira, Smartsheet, Asana, Monday.com, or MS Project
Project management certification such as PMP, PgMP, or Agile/Scrum certification is preferred
Experience with quote-to-cash processes, operational KPIs, portfolio metrics, or adoption data is preferred

Project Manager, Salesforce Portfolio

Key skills