JR-179697 Portfolio Head
We are looking for a Portfolio Head who will act as the owner and strategic business partner of a dedicated portfolio within Customertimes . Reporting directly to the Chief Delivery Officer, this role is responsible for driving customer success, portfolio profitability, delivery excellence, and strategic growth across a specific industry or geographic vertical.
The Portfolio Head will own the portfolio P&L, strengthen executive customer relationships, drive business development initiatives, and build strategic partnerships within the Salesforce ecosystem. This role combines executive leadership, portfolio management, sales enablement, and delivery oversight to ensure sustainable growth and long-term customer success.
Locations:
The USA;
Responsibilities:
Portfolio Strategy & Business Growth
- 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.
Salesforce Ecosystem & Strategic Partnerships
- 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.
Portfolio Leadership & Delivery Management
- 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.
Financial Management & Operational Excellence
- 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.
Customer & Stakeholder Manageme