Strategic Portfolio Operations Manager – Lead

Salesforce

Strategic Portfolio Operations Manager overseeing portfolio management tooling and data quality at Salesforce. Collaborating across teams to enhance operational efficiency and support decision-making.

Posted 6/11/2026full-timeNew York City • Illinois, New York, Texas, Washington • 🇺🇸 United StatesSenior💰 $117,400 - $177,600 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

data validationdata reconciliationdata auditingdata governancedata quality assuranceportfolio managementbusiness analyticsfinancial reportinganalytical supportscenario planning

Soft Skills

attention to detailsystems thinkinganalytical skillsproblem-solvingcritical thinkingwritten communicationverbal communicationorganizational skillsability to manage prioritiescommitment to quality

Tools & Technologies

AirtableLinearJiraTableauSlackportfolio management systemsdata dashboardsreporting solutionsdata modelssystem configurations

Industry Keywords

portfolio data qualitybusiness operationsprogram managementdata ecosystemsbudget trackingforecastingresource planninggovernance standardsoperational reviewsstakeholder engagement

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Support portfolio data quality activities through validation, reconciliation, QA reviews, and data audits
Assist in executing established data governance standards and controls
Identify data discrepancies and escalate findings to portfolio managers and system owners
Support root-cause analysis efforts and implementation of corrective actions
Help maintain data models, system configurations, and business processes supporting portfolio planning and reporting
Assist with execution of the Data Governance & Quality Program
Serve as the primary point of contact for portfolio tooling support requests across the DET organization
Assist users with troubleshooting and aid in resolving issues across portfolio tooling stack including Airtable, Linear, Tableau integrations, Slack integrations, and related portfolio management systems
Monitor system performance, integrations, and workflows to ensure data moves accurately and efficiently across connected systems
Support the development and maintenance of user documentation, training materials, process guides, and enablement resources that drive adoption and operational consistency
Identify opportunities to streamline processes, improve user experience, and increase the effectiveness of portfolio management tools
Support the development and maintenance of portfolio dashboards and reporting solutions
Assist with gathering reporting requirements from business stakeholders
Validate and reconcile data used in dashboards and reporting outputs
Support enhancements to DET and Executive Dashboards
Generate recurring reports and ad hoc analyses for portfolio stakeholders
Help ensure reporting aligns with established governance standards and business requirements
Support quarterly and annual portfolio planning, intake, prioritization, and governance activities
Maintain portfolio data used for planning, reporting, and operational reviews
Assist with time-tracking compliance activities and data quality reviews
Support headcount, allocation, and resource planning data administration
Help document and maintain portfolio operating procedures and governance processes
Provide operational reporting and analytical support to portfolio managers
Assist with collection, validation, and reconciliation of portfolio financial data
Support budget tracking, forecasting, accrual management, and reporting activities
Maintain financial reports and dashboards used by portfolio stakeholders
Provide analytical support for scenario planning and investment reviews
Assist Finance and portfolio managers in identifying reporting discrepancies and budget variances.

Requirements

What you’ll need

Bachelor's degree in Business Administration, Information Systems, Computer Science, Data Analytics, or a related field
3–5 years of experience in portfolio management, program management, business operations, systems administration, business analytics, or related disciplines
Hands-on experience with portfolio or work management platforms such as Airtable, Linear, Jira, or similar tools
Strong data management and quality assurance experience, including validation, reconciliation, auditing, and maintenance of complex datasets
Demonstrated attention to detail and commitment to delivering accurate, high-quality work
Strong systems-thinking capabilities with the ability to understand dependencies and relationships across tools, processes, and data ecosystems
Experience gathering business requirements and translating them into reporting solutions, dashboards, and actionable visualizations
Experience working with relational datasets and integrating information from multiple systems to support analysis and decision-making
Strong analytical, problem-solving, and critical-thinking skills
Excellent written and verbal communication skills with the ability to translate technical concepts into business-friendly language
Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.

Benefits

Comp & perks

time off programs
medical, dental, vision
mental health support
paid parental leave
life and disability insurance
401(k)
employee stock purchasing program