Manage the intake process for new sales transformation initiatives, ensuring clear scope, business case, and alignment to strategic objectives.
Develop and manage prioritization frameworks to determine sequencing, dependencies, and resource considerations across the portfolio.
Maintain an accurate, up-to-date source of truth portfolio view, capturing progress, risks, interdependencies, and value delivery.
Partner with leaders across sales, marketing, finance, operations, and product to ensure initiatives are properly defined and positioned for success.
Own initiative data quality across systems, ensuring accuracy, consistency, and completeness.
Create standard data structures, definitions, and reporting guidelines for use across the Transformation Office.
Develop and maintain executive dashboards that provide a clear view into progress, risks, trends, value delivery, and overall portfolio health.
Establish and manage the governance framework used to monitor progress, escalate risks, and ensure accountability across initiatives.

Requirements

8–12+ years of experience in portfolio management, PMO operations, transformation support, or strategic program management.
Proven experience managing cross-functional portfolios and creating prioritization or governance models.
Strong analytical skills with experience designing dashboards and communicating insights to executive audiences.
Ability to design and operationalize frameworks, standards, and scalable processes.
Demonstrated success bringing structure, clarity, and organization to complex, ambiguous environments.
Strong communication and stakeholder management skills with the ability to simplify complex information.
Experience within a Transformation Office, Enterprise PMO, or Strategy/Operations team (preferred).
Background supporting sales, go-to-market, or revenue-driving initiatives (preferred).
Familiarity with portfolio management or BI tools such as Smartsheet, Workfront, Tableau, or Power BI (preferred).
Experience in SaaS, technology, or consulting environments (preferred).

Benefits

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

portfolio managementPMO operationstransformation supportstrategic program managementanalytical skillsdashboard designframework designgovernance modelsdata quality managementreporting guidelines

Soft Skills

communication skillsstakeholder managementorganizational skillsanalytical thinkingproblem-solvingclarity in complex environmentscollaborationleadershipadaptabilitystrategic thinking