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Senior Director – Portfolio Leader

March 27, 2025March 27, 2025

Senior Director – Portfolio Leader

CompanySalesforce
LocationToronto, ON, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • Demonstrated ability in a Services leadership position with confirmed quota attainment and exceptional results building, handling success, bookings, revenue and margin while growing an annual business portfolio year over year
  • 10+ years of proven experience leading, managing, coaching, and developing multi-disciplinary staff
  • Strong technical acumen and experience working with technical teams, ideally on the Salesforce platform to influence strategic and value discussions (Salesforce certifications preferred, but not necessary)
  • Track record in product and business model innovation – approach to create unique customer insights and convert them into replicable, scalable, profitable service offers
  • Shown success at leading transformational projects to deliver customer outcomes through technology
  • Senior leader able to operate effectively with C-level executives
  • Strong eye for business and analytical skills with ability to think strategically as well as ability to handle details
  • Strong organizational and leadership skills to run multiple projects, responsibilities and staff
  • Exceptional relationship-building skills demonstrated by ability to grow and nurture relationships with internal stakeholders
  • Degree or equivalent confirmed experience required. Experience will be evaluated based on the core proficiencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

Responsibilities

  • Lead and inspire a Salesforce Professional Services team engaged in both the pursuit of opportunities and delivery of programs / projects
  • Accountable for running and continually improving governance, quality assurance, and oversight of all projects in the professional services portfolio. Proactively identify and own driving delivery issues to resolution
  • Collaborate with Go-to-Market and Industry Consulting Teams to drive continued growth of services
  • Collaborate closely with delivery practices leadership to ensure a balance of supply and demand for resource skills and capacity in accordance with demands of the market
  • Work closely with the Sales organization and support solution sales process as part of a OneSalesforce Go-to-Market motion, including the development and enhancement of tools and methodologies that improve the sale of professional services
  • Review and approve sophisticated proposals and statements of work, participating in deal reviews and approvals
  • Ensure a thorough understanding of customer expectations through meetings with sales and discussions of contractual details with the customer at the planning meetings
  • Collaborate with Professional Services Marketing, Sales and Pre-Sales Teams, and the wider Salesforce business to shape solutions, including hands-on deal involvement in large sales pursuits that will accelerate value for our customers
  • Champion executive relationships and, when required, serve as the executive sponsor or support others inside the business who serve as the executive sponsor
  • Gain a deep understanding of our customers, their businesses, and industries, and help them realize their bold business value and transformations
  • Work with Salesforce Enablement, Training, and Employee Success Teams on ongoing professional development and skill development programs for all team members
  • Contribute to new and existing service offerings in partnership with Product Management and Development Teams
  • Accountable (in conjunction with the Global Services Operations Team) for running and continually improving repeatable processes that drive sustainable customer value and satisfaction and predictability of revenue
  • Collaborate with our ecosystem of Salesforce consulting partners to drive value for our customers
  • Responsible for achieving strategic and financial targets, including professional services bookings, revenue, team utilization, profitability, customer satisfaction, customer business value, team development, employee engagement, operational innovation and excellence
  • Provide management reports to senior management on customer status, resource utilization, and revenue forecasts as needed

Preferred Qualifications

  • Salesforce certifications preferred, but not necessary


TaggedBachelor'sCustomer SuccessExpert or higherFinance & Operations & StrategySales & Account ManagementSalesforceSenior

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