JR-179697 Portfolio Head

About This Opportunity

We are representing a confidential Salesforce consulting organization seeking a Portfolio Head to own and drive the strategic success of a dedicated client portfolio. Reporting to executive leadership, you will be responsible for customer success, profitability, delivery excellence, and strategic growth across your assigned vertical.

This senior leadership role combines P&L ownership, executive relationship management, business development, and delivery oversight. You'll partner directly with Salesforce field teams and ecosystem partners to drive sustainable growth while ensuring exceptional client outcomes.

Location: United States (Remote)

Employment Type: Full-time

Responsibilities

• Develop and execute portfolio strategy aligned with corporate objectives, industry trends, and emerging technologies
• Own portfolio P&L, including revenue targets, profitability, labor margins, and financial forecasting
• Drive business growth through upsell, cross-sell, and expansion initiatives across portfolio accounts
• Build and maintain executive-level relationships with Salesforce Account Executives, Regional VPs, Partner Managers, and Industry Advisors
• Execute joint go-to-market initiatives, co-selling motions, and account mapping with Salesforce field organizations
• Provide strategic leadership and accountability for portfolio performance, delivery quality, and customer satisfaction
• Serve as primary escalation point for critical customer situations and portfolio-related matters
• Lead portfolio organization structure balancing customer requirements, scalability, and operational stability
• Participate in customer Quarterly Business Reviews, establishing strategic priorities and growth plans
• Represent the organization at Salesforce events including conferences, summits, and partner reviews
• Oversee project prioritization and resource allocation to maximize business value
• Drive pricing optimization, margin improvement, and operational excellence across the portfolio

What We're Looking For

Required Experience:

• 6+ years in professional services, IT consulting, or related industries with progressive leadership responsibilities
• 4+ years of portfolio, business unit, or P&L leadership experience
• Proven success managing portfolio revenues, profitability, and operational performance (preferably $5M–$7M+ annual revenue)
• 4+ years delivering and scaling Salesforce solutions across multiple clouds (Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud)
• Experience with at least one Salesforce Industry Cloud (Financial Services, Health Cloud, Manufacturing Cloud, or similar)
• Track record leading complex Salesforce transformation programs, integrations, and CRM modernization initiatives
• Established Salesforce network including relationships with Account Executives, Partner Managers, and ISVs
• Demonstrated success driving account growth through new business, upsell, and cross-sell initiatives
• Experience executing co-selling motions and joint go-to-market initiatives with technology partners
• Strong financial management skills including forecasting, pricing strategy, and margin optimization

Key Skills:

• Executive presence and stakeholder management capabilities
• Deep understanding of the Salesforce ecosystem, partner model, and product roadmap
• Strategic thinking with strong business and market acumen
• Exceptional customer relationship-building abilities
• Strong leadership and talent development experience
• Excellent negotiation, conflict resolution, and escalation management skills
• High level of accountability and resilience in fast-paced environments

Preferred Qualifications:

• Experience managing global delivery organizations and distributed teams
• Participation in partner events, industry conferences, and ecosystem programs
• Understanding of certification paths and certified talent development strategies
• Experience building portfolio roadmaps aligned with technology partner strategies

How We Work with You

Our talent team at Get A Job.ai partners with leading organizations to connect exceptional candidates with transformative opportunities. When you apply through our platform:

• A dedicated recruiter will review your qualifications and conduct an initial screening
• We'll prepare and submit your profile to our client for consideration
• We'll coordinate interviews and provide guidance throughout the process
• Please do not contact the client directly—all communication flows through Get A Job.ai to ensure a smooth, professional experience

Pay

Compensation details will be discussed during the interview process based on experience and qualifications.

Benefits include: 100% remote work opportunity, flexible work arrangements, professional development opportunities, paid time off including holidays and sick leave. Specific benefits will be confirmed during interviews.

Get A Job.ai is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all candidates and employees.