Portfolio Strategy & Financial Governance Lead

Job Title Portfolio Strategy & Financial Governance Lead (IC)Location New York, NY or San Francisco, CAAbout 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.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.Your Responsibilities Lead the development and execution of DET's annual and quarterly portfolio plansServe as a strategic partner to Pillar and Sub-Pillar leaders, aligning investments to enterprise initiativesOwn and evolve the EDD and DET Source of Truth (SOT), ensuring data integrity and accessibilityDefine and enforce project naming conventions, classification standards, and governance frameworksDrive MoSCoW prioritization exercises, scenario planning, and trade-off analysisYour Impact - Responsibilities Financial & Capacity Management Lead partnership with Finance and Workforce Planning to align external budget allocations, internal FTE capacity planning, and approved vs. below-the-line initiative decisionsOwn portfolio health reporting, including investment distribution across pillars, capacity utilization trends, budget variance analysis, and initiative performance trackingIntake & Change Management Own and continuously improve portfolio intake workflows end-to-endEvaluate and advise on impact of new requests across budget, headcount, and strategic prioritizationLead governance of project name changes, scope shifts, and reclassificationsDrive standardization across documentation, trackers, and reporting toolsExecutive Reporting & Insights Develop and deliver executive-ready materials and strategic insights for monthly Portfolio Manager meetings, quarterly planning cycles, and DET leadership reviews and board-level updatesTranslate complex portfolio data into clear, actionable recommendationsProactively surface risks, dependencies, and cross-pillar trade-offsMinimum Qualifications Bachelor's degree in Business, Finance, Operations, or a related field and/or equivalent work experience7-10+ years of experience in one or more of the following: Strategy & Operations; Portfolio or Program Management; Business Operations; Management Consulting; Finance or Enterprise PlanningAdvanced analytical skills (Excel / Google Sheets; experience with BI tools a plus)Proven ability to influence and align senior cross-functional stakeholdersTrack record of operating independently in ambiguous, fast-moving environmentsExceptional executive-level written and verbal communication skillsPreferred Qualifications Experience in technology portfolio management or enterprise IT environmentsDeep familiarity with capacity planning, financial modeling, and headcount governanceExperience with Salesforce internal tooling (Workday, MFT, DET Time Tracker, etc.)Background in management consulting or corporate strategyWhat Success Looks Like Portfolio data is accurate, aligned, and trusted as the single source of truth across DETDET leadership has real-time visibility into investment allocation, capacity, and trade-offsIntake and governance processes are structured, scalable, and consistently adoptedCapacity and financial planning are seamlessly integrated with strategic prioritizationPortfolio governance directly drives measurable, outcomes-oriented resultsWork 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-YAccommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via the Accommodations Request Form.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. Any employee or potential employee will be assessed on the basis of merit, 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. 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 and programs; details are available at https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider qualified applicants with arrest and conviction records. Salesforce believes in equitable compensation practices and reserves the right to determine base salary ranges by location. The typical base salary range for this position is $164,000 - $186,300 annually; in select cities within the SF and NYC metro areas, it may be $196,800 - $202,600 annually. The base salary range does not include potential bonuses, incentives, equity, or benefits.#J-18808-Ljbffr