Senior Analyst, Strategic Portfolio Operations

Salesforce

. Provide frontline customer support for the SPM custom tool stack, including Airtable, time tracking, and Google App Script .

Posted 10/6/2026full-timeUnited StatesSenior💰 $130,400 - $155,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and customer support, with a strong focus on managing tooling projects, maintaining accurate data, and enhancing user experience. Proficient in utilizing portfolio management tools and agile methodologies to streamline workflows and improve operational efficiency.

Highest-signal resume keywords

Project ManagementCustomer SupportAirtableAgile MethodologiesPMP/CAPM Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementPortfolio ManagementData TrackingWorkflow ImprovementUser DocumentationTroubleshootingProcess GuidesQuality ChecksTime TrackingResource Management

Soft Skills

Service-Oriented MindsetAttention to DetailStrong Communication SkillsResponsivenessFollow-Through

Tools & Technologies

AirtableJiraTableauSlackbotGoogle App ScriptLinear

Certifications & Qualifications

PMPCAPMSAFeTableau Certification

Industry Keywords

Digital TransformationSaaSPortfolio PlanningGovernance ProcessesProduct Development Lifecycle

Tech Stack

Tools & technologies

PMPSDLCTableau

About the role

Key responsibilities & impact

Provide frontline customer support for the SPM custom tool stack, including Airtable, time tracking, and Google App Script
Answer how-to questions, troubleshoot issues, and route complex issues to system owners
Scope enhancement requests, sequence rollout plans, and track tooling projects from kickoff through delivery
Manage and prioritize the SPM tooling support backlog
Keep support requests organized and stakeholders informed
Maintain user documentation, FAQs, training materials, and process guides
Identify recurring issues and opportunities to streamline workflows and improve the tooling experience
Act as a Portfolio Partner for assigned DET pillars
Assist with initiative intake, prioritization, and quarterly/annual portfolio planning
Support planning activities by ensuring data is complete, accurate, and submitted on time
Coordinate deadlines, follow-ups, and deliverables across assigned pillars
Maintain portfolio data for planning, reporting, and operational reviews
Provide operational and reporting support to Pillar Portfolio Managers and pillar stakeholders
Document portfolio operating procedures and planning process guides

Requirements

What you’ll need

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 completion, coordinate across stakeholders, and manage multiple priorities
Hands-on experience with or strong aptitude to learn work management or portfolio tools such as Airtable, Linear, Jira, or similar
Working knowledge of product/software development lifecycle (PDLC/SDLC) practices
Service-oriented mindset with excellent responsiveness, follow-through, and attention to detail
Strong written and verbal communication skills
Comfort working with data and commitment to accuracy in tracking, reconciliation, and routine quality checks
Bachelor's degree in any field, or equivalent practical experience
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
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 such as PMP/CAPM, SAFe, Tableau, or tool-specific certifications are a plus

Benefits

Comp & perks

Time off programs
Medical insurance
Dental insurance
Vision insurance
Mental health support
Paid parental leave
Life insurance
Disability insurance
401(k)
Employee stock purchasing program
Incentive compensation may be available for certain roles
Equity may be available for certain roles
Reasonable accommodation during the application or recruiting process