Salesforce

Portfolio Strategy – Financial Governance Lead

Salesforce

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • New York • United States

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Salary

💰 $164,000 - $186,300 per year

Job Level

Senior

About the role

  • Serve as the operational backbone of the EDD Pillar — owning the systems, processes, and insights that enable DET leadership to make faster, smarter, and more strategic decisions
  • Lead portfolio strategy and governance
  • Drive financial and capacity planning
  • Manage intake workflows
  • Deliver executive-ready reporting
  • Working cross-functionally with Finance, Workforce Planning, and Pillar leaders
  • Ensure investments are aligned, risks are surfaced early, and portfolio data is trusted as the single source of truth across DET
  • Lead the development and execution of DET's annual and quarterly portfolio plans
  • Serve as a strategic partner to Pillar and Sub-Pillar leaders

Requirements

  • Bachelor's degree in Business, Finance, Operations, or a related field and/or equivalent work experience
  • 7–10+ years of experience in Strategy & Operations, Portfolio or Program Management, Business Operations, Management Consulting, Finance or Enterprise Planning
  • Advanced analytical skills (Excel / Google Sheets; experience with BI tools a plus)
  • Proven ability to influence and align senior cross-functional stakeholders
  • Track record of operating independently in ambiguous, fast-moving environments
  • Exceptional executive-level written and verbal communication skills
Benefits
  • time off programs
  • medical
  • dental
  • vision
  • mental health support
  • paid parental leave
  • life and disability insurance
  • 401(k)
  • employee stock purchasing program
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planningcapacity planningportfolio managementprogram managementbusiness operationsmanagement consultingadvanced analytical skillsExcelGoogle Sheetsbusiness intelligence tools
Soft Skills
influencing stakeholderscross-functional collaborationexecutive-level communicationoperating independentlystrategic decision-makingproblem-solvingadaptabilityleadershipreportinggovernance
Certifications
Bachelor's degree