Jr-179697 Portfolio Head

The Portfolio Head is a strategic leadership role responsible for managing a dedicated portfolio within Customertimes, focusing on customer success, profitability, delivery excellence, and growth in a specific industry or geographic region.

Location: The USA

Responsibilities

• Develop and execute the Portfolio strategy, ensuring alignment with corporate objectives, industry trends, and emerging technologies.
• Define and drive annual revenue targets across portfolio accounts, projects, and opportunities.
• Identify and pursue new business opportunities, including upsell, cross-sell, and expansion initiatives.
• Drive portfolio growth through collaboration with Sales, Account Management, Practices, and Salesforce field teams.
• Contribute to customer Quarterly Business Reviews (QBRs), establishing strategic priorities and growth plans.
• Identify successful delivery patterns and replicate them across industries, technologies, and clients to drive business growth and operational efficiency.
• Participate in pre-sales activities, supporting solution positioning, pricing strategy, and margin optimization.
• Own the strategic Salesforce relationship within the assigned portfolio territory and industry.
• Build and maintain executive-level relationships with Salesforce Account Executives, Regional Vice Presidents, Industry Advisors, Partner Managers, and ecosystem partners.
• Drive joint go-to-market initiatives, co-selling motions, account mapping, and co-investment programs with Salesforce.
• Collaborate with Salesforce and adjacent ecosystem partners, including ISVs and AppExchange vendors, to expand market presence and business opportunities.
• Represent Customertimes at Salesforce events, including Dreamforce, World Tours, Industry Summits, and partner reviews.
• Ensure portfolio alignment with Salesforce partner-tier requirements, certification targets, customer success metrics, and Industry Cloud adoption strategies.
• Provide strategic leadership and full accountability for portfolio performance, delivery quality, customer satisfaction, and financial outcomes.
• Establish and lead a portfolio organization structure that balances customer requirements, scalability, cost efficiency, and operational stability.
• Drive delivery excellence by maintaining high standards of quality, efficiency, forecasting, and financial planning.
• Serve as the primary escalation point for portfolio-related matters and critical customer situations.
• Oversee project prioritization and resource allocation to maximize business value and portfolio performance.
• Partner with account managers, delivery leaders, and practices to improve project success, customer adoption, and long-term engagement.
• Manage portfolio-level risks, ensuring proactive mitigation and timely escalation when required.
• Own portfolio revenue, profitability, labor margins, forecasting, and financial performance.
• Develop and execute strategies for pricing optimization and margin improvement.
• Monitor portfolio financial health and implement corrective actions when necessary.
• Ensure compliance with contractual obligations, corporate policies, and industry regulations.
• Maintain strong governance practices across portfolio operations and delivery execution.
• Build and continuously strengthen executive-level relationships with customers and key stakeholders.
• Develop engagement strategies that expand partnerships and increase customer value realization.
• Handle escalations effectively while balancing customer satisfaction and business objectives.
• Foster a customer-centric culture focused on delivering measurable business outcomes and long-term value.
• Maintain deep knowledge of industry trends, market dynamics, competitive landscape, and regulatory developments.
• Collaborate with Practices, CTO Office, Sales, and technical teams to develop best-in-class industry solutions.
• Drive innovation and strategic thinking across the portfolio.
• Partner with other Portfolio Directors and business leaders to share best practices, mitigate risks, and create organizational synergies.

Requirements

• 6+ years of experience in professional services, IT services, 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, forecasting, and operational performance.
• Experience leading multi-account portfolios or business units, preferably with annual revenues of $5M–$7M or more.
• Demonstrated ability to align delivery, sales, and technical organizations around common business objectives.
• Experience working with executive stakeholders and participating in Quarterly Business Reviews (QBRs).
• 4+ years of experience delivering and scaling Salesforce solutions across multiple clouds, including: Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, and at least one Industry Cloud.
• Experience leading complex Salesforce transformation programs, integrations, and legacy CRM modernization initiatives.
• Deep understanding of the Salesforce ecosystem, partner model, and product roadmap.
• Proven track record of driving account growth through new logo acquisition, upsell, cross-sell, and strategic expansion.
• Established Salesforce network, including relationships with AEs, RVPs, Partner Managers, ISVs, and Industry Advisors.
• Experience executing co-selling motions and joint go-to-market initiatives with Salesforce field organizations.
• Strong P&L ownership and financial management experience.
• Expertise in portfolio planning, forecasting, pricing strategy, and margin optimization.
• Experience managing delivery operations, resource planning, risk management, and service-level commitments.
• Understanding of Salesforce services economics, multi-cloud deal structuring, and services pricing models.
• Executive presence and strong stakeholder management skills.
• Exceptional customer relationship-building capabilities.
• Strategic thinking with strong business and market acumen.
• Strong leadership and talent development experience.
• Excellent negotiation, conflict resolution, and escalation management skills.
• High level of decisiveness, accountability, and resilience in a fast-paced environment.

Benefits

• Competitive salary.
• 100% remote opportunity.
• Flexible work environment (in-office, remote, or hybrid depending on preferences and manager approval).
• Opportunities for professional growth and career advancement.
• Collaborative and innovative work environment.
• Paid time off, including holidays, vacation and sick leave.

Additional Information

• JR-179697
• Originally posted on Himalayas