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Job CategoryCustomer Success
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.
Role Description
The Portfolio Delivery Leader (PDL) is an executive level individual contributor role within the Delivery Account Management (DAM) function of Salesforce Professional Services. A PDL owns the health and performance of a defined book of business symmetrically aligned to sales portfolio(s) within an operating unit across a range of customer engagements including paid and investment commitments.
The PDL operates at a portfolio level, not a project execution level, spending roughly half their time in direct customer engagement and half governing portfolio health, financials, and resource strategy while carrying a 25% utilization. They act as the delivery organization's primary point of accountability for deal acceptance, escalation management, and margin protection. They are the connective tissue between pre-sales solutioning and delivery execution - validating that what is sold can actually be staffed and delivered at the proposed margin, identifying risk early enough to course-correct, and building the executive relationships that turn one-time engagements into long-term partnerships. Their success is defined by what they prevent, protect, and grow.
Your Impact
Portfolio Health End-to-End: you are the named owner of red/yellow/green status across all engagements in your book; you catch signals before they become escalations.
Drive pre-sales & delivery alignment: you own level 3 signoffs on opportunities before contract execution; you validate that resource strategy, staffing mix, and deal risk are viable before they enter your portfolio.
Own the Services Delivery Strategy: you own the content in Services Delivery Strategy (SDS) reviews; you arrive prepared to speak to every red and yellow account in your portfolio.
Protect margin at the deal level: you manage contingency deliberately, monitor fixed-fee burn rates, track delivered vs. bid margin, and escalate before overruns compound
Be the executive face of delivery: you engage C-suite stakeholders (CIO, CFO, CTO) on a regular cadence, ensuring customers feel supported, informed, and confident in Salesforce's delivery motion
Lead cross-functional recovery when things go wrong: you are the first escalation point of contact for delivery issues; you own the path to resolution and ensure High Watch engagements are actively governed, not passively tracked
Drive resource strategy across your book: you own fulfillment of the scoped staffing mix within your portfolio and partner with the Delivery Engagement Lead on prioritization when demand exceeds supply
Surface expansion signals from within accounts: you identify white space, flag renewal risk, and feed delivery-originated pipeline back into the sales motion
Minimum Requirements
Currently Director-level or above
Demonstrated experience managing a complex, multi-engagement book of business with direct accountability for revenue and margin outcomes
Strong financial acumen - able to read and interpret portfolio financials (contingency usage, burn rate, delivered vs. bid margin, revenue forecast) on a weekly cadence
Proven executive-level customer relationship management, including navigating difficult conversations and stabilizing at-risk accounts
Experience governing delivery risk - ability to assess deal viability, identify scope or staffing gaps, and provide sign-off before contract execution
Demonstrated ability to drive outcomes in a matrixed environment without direct people management authority
Comfortable operating at a portfolio scanning altitude across multiple strategic engagements simultaneously, rather than deep execution on a single account
Strong escalation and conflict resolution skills; a calm, credible center of gravity when things go sideways
Prior experience with fixed-fee delivery models and the financial governance disciplines they require - burn rate management, milestone attainment, scope control
Preferred Qualifications
PMP, PgMP, SCRUM, SAFe or equivalent certification(s)
Expert in Salesforce delivery methodology (SPSM), Guided Scoping, and portfolio health monitoring tools
Working knowledge of GDC, subcontractor governance, and onshore/offshore staffing tradeoffs
Tenured experience in Automotive industry vertical
Additional Information
Possible travel of about 25%, but exact travel requirements will vary... For full info follow application link.
Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay fees to any third-party agency or company that does not have a signed agreement with Salesforce.com or Salesforce.org.
