Sr. Director, Portfolio Management & Process Transformation

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Job Category

Finance

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

The Controllership Operations organization serves as the bedrock for operational excellence and technology innovation across the CAO organization, in alignment with the Finance Operational Excellence vision. Our mission is to drive efficiency, innovation, and operational excellence while relentlessly pursuing opportunities for automation, AI, and process improvement in support of the broader Controllership strategic vision. By enhancing the efficiency and effectiveness of the Controllership function, we provide a solid foundation for sustainable growth and success. In addition, we aim to be a driving force to better enable strategic decision-making for leaders.

We are committed to optimizing the Controllership function by harnessing technology-enabled process optimization, ensuring effective governance and ruthless prioritization across transformation efforts, centralizing and standardizing the portfolio and project and change management processes, and driving effective operational reporting and insights across the CAO organization. By owning standards, best practices, and cutting-edge tools for portfolio, project and transformation work, we ensure consistency, scalability, reliability, and agility in our operations.

Reporting to the VP, Controllership Operations, the Sr. Director, Program Management will be responsible for leading a team of strategic portfolio management, program management and change management professionals to drive large-scale initiatives in support of the transformation strategy across the Controllership, External Reporting, Expense/Payables, and Payroll teams.

The role is responsible for designing standardized intake and prioritization processes, enhancing strategic portfolio management practices, instilling program management best practices and tools/templates, driving project deliverables and milestones to completion. Additionally, this role will closely partner with various Controllership functions to build alignment on scope and approach, business requirements and processes, and optimized solutions that deliver both short and long term strategic goals. The ideal candidate will be a servant leader that has 1) depth in experience in portfolio, program, project, and change management; 2) strong executive presence, 3) excellent communication skills, 4) a strategic and problem-solving mindset and sense of curiosity, and 5) proficient program management skills with experience managing complex and transformational programs.

Salesforce is a fast-paced environment and we are looking for someone who can hit the ground running to manage multiple responsibilities and programs while creating an environment in which their project team members can be themselves, engaged and performing effectively.


This is an office-flexible role for Indianapolis, IN or Atlanta, GA. The candidate selected for this role is encouraged to be in-office 3 days/week to collaborate with their teams.

Key Responsibilities:

• Design, implement, and own best practices, tools and templates, and prescribed processes for strategic portfolio management, program management and change management activities for use across all Controllership initiatives
• Design, implement and manage formalized initiative intake and dispositioning process
• Create, deliver and manage a portfolio dashboard, and implement appropriate operational cadences and engagement points with senior leadership to drive awareness regarding project strategy, progress-to-plan, risks/issues, partner concerns, and other pertinent information
• Proactively build strong, trusted working relationships with functional leaders and internal and external business partners to drive alignment
• Effectively plan, coordinate, and direct the delivery of large, complex programs while managing risks and issues to minimize scope, budget, and schedule impacts. Ensure cohesive plan including all stakeholder activities as well as all necessary Change Management and Communica