Massachusetts Creative Jobs

MassHire Job Quest Logo

Job Information, Inc Senior Director, Portfolio Leader - Banking in Boston, Massachusetts

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

Customer Success Group

Job Details

The Salesforce Professional Services business is growing at an unprecedented rate. In order to evolve and meet our customers’ increased needs and expectations, we are creating new ways of working rooted in deep industry expertise and relevance. As a Senior Director, CSG AMER Services Portfolio Lead you will lead Salesforce Professional Services delivery across a portfolio of business within an industry-aligned operating unit in the AMER region. The successful candidate will be responsible for go to market and delivery of professional services within the Financial Service industry segment directly aligned to banking and capital markets. This role is an executive with experience and a passion for growing world-class impactful teams and successfully delivering innovative professional services to Salesforce customers.

This role works as part of a highly matrixed, cross-functional team in close partnership and collaboration across Sales, Customer Success, and the wider Salesforce partner ecosystem. Using existing tools and methodologies as well as innovating new ways of working, the Portfolio Lead helps customers increase their return on investment and time-to-value using Salesforce. They redefine traditional consulting models by focusing on business value, agility, and cloud practices, ensuring customer success, and developing lasting customer relationships. Their passion is a never-ending quest to innovate, improve, and enhance our service and product delivery methodologies, driving more value for our customers while achieving the professional services strategic and financial objectives.

This role requires deep understanding not only of the cloud technology landscape, but also unique industry-specific challenges, regulations, and expectations. You will craft strategies that unearth opportunities to create and capture customer value, and develop a consistent industry strategy to help scale our business.

Leadership Skills:

  • Strategic Thinker: Ability to translate details into bigger picture implications driving the business forward, challenging the status quo. Understands industry, market and organizational dynamics with the intellectual horse-power to handle growing complexity and ambiguity. Aligns the right resources to the task at hand; foresees and plans around obstacles.

  • Talent Management: Has a passion for building great teams - proven ability to develop others who have significantly contributed to company success with a history of making good hiring decisions and developing a strong bench of successors. Champions talent beyond own organization

  • Innovate for Growth: Always thinking about how to make improvements; able to implement changes that map to business strategy. Stays abreast of innovative technology trends.

  • Focus on Customer Success: Builds and maintains relationships with customers; shapes solutions that have significant positive impact on their business.

  • Builds Trust and Credibility: Makes decisions based on organization’s values - actions are consistent with company’s core values. Ability to set clear vision - role models a growth mindset and shares mistakes widely for others to benefit and embraces a learning mentality.

  • Lead & Adapt to Change : Thrives in a changing, dynamic environment - Relishes leading even when times are tough and models the attributes of a GREAT leader.

  • Courageous Communicator: Must be able to take an unpopular stand if necessary for the betterment of our business. Must encourage a transparent and healthy debate while seeking the best alternative. This leader is looked to for direction in a crisis, faces adversity head on, and is energized by tough challenges.


  • Accountable for the successful delivery of highly visible engagements and services offerings

  • Accountable for running and continually improving governance, quality assurance, and oversight of all projects in the professional services portfolio. Manage delivery escalations 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, including the development and enhancement of tools and methodologies that improve the sale of professional services

  • Review and approve complex proposals and statements of work

  • Participate in deal approvals as needed

  • 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.

  • Foster 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 ambitious 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 innovating and developing 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 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

Required Skills & Experience:

  • 10+ years experience in a Services leadership position with proven quota attainment and exceptional results building, managing success, bookings, revenue and margin while growing an annual business portfolio of 20 to 30million+ 10+ years of work experience with deep industry expertise and knowledge of industry-specific challenges, regulations, and expectations in one or more of the following industries:

  • Retail and Consumer Goods

  • Financial Services

  • 10+ years of experience leading, managing, coaching, and developing staff

  • 5+ years at Salesforce or in the Salesforce ecosystem with direct P&L responsibility

  • Track record in product and business model innovation –approach to create unique customer insights and convert them into replicable, scalable, profitable service offers

  • Proven success at leading transformational projects to deliver customer outcomes through technology

  • Senior leader able to operate effectively with C-level executives

  • Strong business acumen and analytical skills with ability to think strategically as well as ability to handle details

  • Demonstrated experience leading product, marketing and delivery teams.

  • Action oriented and results driven.

  • Strong organizational and management skills to manage multiple projects, responsibilities and staff.

  • Exceptional relationship-building skills demonstrated by ability to grow and nurture relationships with internal stakeholders.

  • Proven ability to influence cross-functional teams without formal authority.

  • High energy and passion for the job.

  • Bachelors degree

Preferred Skills & Experience:

  • 10+ years of experience in a Product/Program Management role

  • CRM, software/hardware services experience

  • Experience in web-based, Cloud Computing

  • MBA and technical subject areas

  • Product Management certification

  • Program Management certification

For Colorado-based roles: Minimum annual salary of $167,400. You may also be offered a bonus, restricted stock units, and benefits. More details about our company benefits can be found at the following link:


If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form ( .

Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at Salesforce and explore our benefits. and are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. and do not accept unsolicited headhunter and agency resumes. and will not pay any third-party agency or company that does not have a signed agreement with ( or .

Salesforce welcomes all.

Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.

Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being ranked by Fortune as one of the “Most Admired Companies in the World” and one of the “100 Best Companies to Work For” eleven years in a row, and named “Innovator of the Decade” and one of the “World’s Most Innovative Companies” eight years in a row by Forbes.

There are those who choose to work with the best and brightest. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that’s so much bigger than themselves, an industry, and their company.

We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities.