Salesforce Portfolio Manager at Executive Decision LLC | NY | Rezi

Salesforce Portfolio Manager at Executive Decision LLC

Salesforce Portfolio Manager

Executive Decision LLC · NY

Today

Salesforce Portfolio Manager

Executive Decision LLC · NY

2 hours ago
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About the Role

The Enterprise Salesforce Portfolio Manager is a leadership role responsible for orchestrating the entire portfolio of Salesforce Statements of Work delivered under the statewide Enterprise Agreement. This role provides enterprise-wide visibility, capacity planning, and delivery health across all concurrent agency projects, consolidating cost, schedule, scope, risk, and resource capacity.

Responsibilities

  • Track all Salesforce projects and related SOWs issued under the master contract.
  • Maintain the enterprise project portfolio dashboard as a live, consolidated view.
  • Monitor schedule, scope, and cost performance, including project burn rate, and flag variances early.
  • Provide consolidated status reporting to the State and the COE.
  • Identify risks, dependencies, and cross-agency coordination issues across the portfolio.
  • Maintain an enterprise risk and issue log spanning all Purchase Orders.
  • Escalate issues affecting multiple agencies or enterprise architecture alignment.
  • Recommend mitigations for delays and roadblocks that threaten timely completion.
  • Forecast resource demand and perform capacity planning by labor category against the shared bench.
  • Report current staffing levels, available capacity, resource-assignment status, background-check status, and anticipated capacity constraints.
  • Ensure adherence to Resource Availability & Readiness requirements.
  • Identify opportunities to reuse shared components and enterprise solutions, feeding the COE reusable-asset library.
  • Support quarterly enterprise performance reviews and coordinate enterprise-level contractor reporting.
  • Coordinate a minimum of four State training sessions per year.

Requirements

  • Minimum 7 years of IT program and portfolio management experience.
  • PMP certification or equivalent.
  • Demonstrated experience overseeing multiple concurrent enterprise Salesforce implementations.
  • Experience delivering for government or regulated entities.
  • Proven portfolio-level governance within a client Center of Excellence / enterprise-standards environment.
  • Strong executive communication, stakeholder management, and cross-organization escalation skills.
  • Public-sector (state or local government) Salesforce program experience.
  • Salesforce certifications (e.g., Certified Administrator, Platform App Builder) demonstrating platform fluency.
  • Program-management credentials beyond PMP — PgMP, SAFe Agilist, or ITIL.
  • Hands-on experience with portfolio/PPM and dashboarding tooling (Smartsheet, Jira, MS Project, or Salesforce-native reporting).
  • Experience running capacity and resource management across a shared bench / on-call delivery model.

Skills

  • Salesforce
  • Program Management
  • Portfolio Management
  • PMP
  • Executive Communication
  • Stakeholder Management
  • Cross-organization Escalation
  • Smartsheet
  • Jira
  • MS Project
  • Salesforce-native reporting

Location

  • NY

Work Type

  • Remote
  • Onsite

Experience Level

  • Minimum 7 years of IT program and portfolio management experience

Education Level

  • PMP certification or equivalent
  • Salesforce certifications
  • Program-management credentials beyond PMP — PgMP, SAFe Agilist, or ITIL

Benefits

  • Flexible work from home options available

About the Company

  • EDI provides to New York State ITS
  • Salesforce Center of Excellence (COE)