Strategic Portfolio Operations, Senior Analyst

Salesforce; Chicago (IL); On-site; USD 130,000 - 155,000; Full time

Job summary

Salesforce seeks a Strategic Portfolio Operations, Senior Analyst to join the Digital Enterprise Technology group. You will be the go-to resource for portfolio tooling support, help plan initiatives, and partner with Pillar Portfolio Managers to drive data-driven decisions across DET pillars.

You’ll manage tooling backlogs, maintain documentation, and support quarterly/annual portfolio planning with a focus on data accuracy and stakeholder collaboration.

Qualifications

• 3–5 years of experience in project management, business operations, customer/tooling support, program management, or a related discipline.
• Proven ability to build project plans, manage intake, track work through to completion, coordinate across stakeholders, and keep multiple priorities moving in a fast-paced environment.
• Hands-on experience with work management or portfolio tools such as Airtable, Linear, Jira, or similar.
• Working knowledge of product/software development lifecycle practices and how work flows from intake through planning, delivery, and review.
• A service-oriented mindset with excellent responsiveness, follow-through, and attention to detail.
• Comfort working with data and commitment to accuracy in tracking and reporting.

Responsibilities

• Provide frontline customer support for the SPM tool stack (Airtable, Time tracking, Google Apps Script).
• Apply project/program management discipline to SPM tooling and process initiatives from kickoff to delivery.
• Manage and prioritize the SPM tooling support backlog with clear stakeholder communication.
• Maintain user documentation, FAQs, training materials, and process guides to drive adoption.
• Identify recurring issues and surface opportunities to streamline workflows.
• Act as Portfolio Partner for assigned DET pillars, assisting with intake, prioritization, and planning.
• Support pillar teams through planning activities and ensure data is complete and submitted on time.
• Help maintain portfolio data used for planning, reporting, and reviews.

Skills

Project management

Business operations

Customer/tooling support

Program management

Education

Bachelor's degree

Tools

Airtable

Linear

Jira

Job description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category Finance Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. Applications will be accepted until 12/14/2026.

The Experience

The Digital Enterprise Technology (DET) Strategic Portfolio Management (SPM) team drives how Salesforce scales through aligned investment decisions, trusted portfolio data, and an integrated tooling ecosystem. We're transforming from fragmented portfolio management practices to a unified, data-driven operating model — building the systems, processes, governance, and insights that enable DET leaders to prioritize strategically, plan effectively, and deliver with confidence.

Our FY28 strategy is anchored on five inter-connected domains: Portfolio Planning, Data & Systems Optimization, Tooling Enablement, Process Excellence & Governance, and Capacity Planning.

We are seeking a Strategic Portfolio Operations, Senior Analyst — a frontline, service-oriented role sitting at the intersection of Tooling Enablement and Portfolio Planning. You'll be a go-to resource for portfolio tooling and support, a key contributor to the broader SPM tooling ecosystem, and a hands-on Portfolio Partner supporting assigned DET pillars through the planning process. This is a high-visibility position — you'll partner closely with Pillar Portfolio Managers (PPMs), senior analysts, tooling owners, and pillar stakeholders across DET, with real room for growth within portfolio management, program management, or business operations.

What You’ll Actually Be Doing

• SPM Tooling Support & Project Management: Provide frontline customer support for the SPM custom tool stack (Airtable, Time tracking, Google App Script), answering how-to questions, troubleshooting issues, and routing complex issues to system owners.
• Apply project/program management discipline to SPM tooling and process initiatives — scoping enhancement requests, sequencing rollout plans, and tracking tooling projects from kickoff through delivery.
• Manage and prioritize the SPM tooling support backlog, keeping requests organized and stakeholders informed.
• Support maintenance of user documentation, FAQs, training materials, and process guides that drive adoption and consistency.
• Identify recurring issues and surface opportunities to streamline workflows and improve the day-to-day tooling experience, escalating to tooling owners as needed.
• Portfolio Partnership & Planning Support: Act as a Portfolio Partner for assigned DET pillars, assisting with Initiative intake, prioritization, and the quarterly/annual portfolio planning process.
• Support pillar teams through planning activities — ensuring data is complete, accurate, and submitted on time — and coordinate deadlines, follow-ups, and deliverables across assigned pillars during planning cycles.
• Help maintain portfolio data used for planning, reporting, and operational reviews.
• Provide operational and reporting support to PPMs and pillar stakeholders, and help document portfolio operating procedures and planning process guides.

You’re Our Person If…

• 3–5 years of experience in project management, business operations, customer/tooling support, program management, or a related discipline.
• Proven ability to build project plans, manage intake, track work through to completion, coordinate across stakeholders, and keep multiple priorities moving in a fast‑paced environment.
• Hands‑on experience with (or strong aptitude to quickly learn) work management or portfolio tools such as Airtable, Linear, Jira, or similar.
• Working knowledge of product/software development lifecycle (PDLC/SDLC) practices and how work flows from intake through planning, delivery, and review.
• A service‑oriented mindset with excellent responsiveness, follow‑through, and attention to detail, backed by strong written and verbal communication skills that make tools and processes clear to non‑technical users.
• Comfort working with data and a commitment to accuracy in tracking, reconciliation, and routine quality checks.
• Bachelor's degree in any field, or equivalent practical experience.

Even Better If…

• Familiarity with time‑tracking, resource management, or portfolio management tools and processes.
• Familiarity with agile methodologies, portfolio planning, or governance processes.
• Exposure to Airtable, Slackbot, or similar SaaS automation and workflow tools, and familiarity with Tableau or other dashboarding/reporting platforms.
• Experience within a technology, digital transformation, or SaaS enterprise environment.
• Experience providing user support or running a help desk, ticketing, or support‑request queue.
• Relevant certifications (e.g., PMP/CAPM, SAFe, Tableau, or tool‑specific) are a plus.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination.

Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey.

This policy applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits.

Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program.

More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

Compensation

The typical base salary range for this position is $130,400 - $155,200 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

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.