Project Manager, Salesforce Portfolio
Athena HealthJoin us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Project Manager – Salesforce Portfolio
Position Summary:
The Project Manager is an individual contributor responsible for owning end-to-end delivery of Salesforce and Sales Operations initiatives. This role combines strong project execution with deep analytical capability to drive portfolio-level visibility, informed prioritization, and measurable business outcomes across Salesforce, CPQ, CLM, and analytics initiatives.
The ideal candidate brings deep Salesforce expertise, advanced analytical acumen, strong Jira and reporting capabilities, and a proven ability to translate data into insights that guide decisions, tradeoffs, and delivery focus—while driving accountability across cross-functional teams without direct people management responsibility.
About the Team:
The Sales Operations team supports planning, execution, and visibility across key business initiatives that improve how teams work and deliver results. The team partners with leaders and contributors across Sales, Operations, Analytics, and Technology to align priorities, manage delivery, and measure outcomes. They use tools such as Salesforce, Jira, and reporting dashboards to track work, monitor risks, and maintain a reliable operating rhythm. The team is focused on delivering clear insights, strong coordination, and practical improvements that support business goals.
Essential Job Responsibilities:
- Own the intake process for Sales Operations initiatives, including triage, prioritization support, and capacity-based roadmap planning.
- Maintain the Salesforce and Sales Operations roadmap and portfolio dashboard, including status, milestones, risks, dependencies, and throughput.
- Assess impact, effort, sequencing, and tradeoffs across initiatives using structured analysis and delivery data.
- Lead the weekly portfolio operating rhythm and prepare clear, insight-driven updates for stakeholders and leaders.
- Manage cross-functional project execution across Salesforce, CPQ, CLM, and analytics initiatives.
- Develop and maintain project plans based on scope, risk, velocity, and capacity assumptions.
- Create and manage Jira epics, stories, sprint plans, and release timelines; use Jira reporting to identify trends and delivery risks.
- Maintain RAID logs and ensure ownership, decision-making, and follow-through are documented and tracked.
- Coordinate launch readiness, UAT planning, stakeholder signoff, and post-launch adoption tracking.
- Use AI-enabled tools and features to speed up project analysis, summarize status updates, and spot delivery patterns while applying sound judgment to validate outputs before sharing them.
Additional Job Responsibilities:
- Support communication plans, enablement readiness, and launch coordination activities.
- Partner with analytics teams to validate dashboards, reporting, and KPI definitions.
- Contribute to continuous improvement in delivery processes, templates, and operating practices.
- Help identify and track corrective action plans when launches or adoption outcomes fall short of expectations.
- Support documentation that improves visibility into progress, decisions, and dependencies.
Expected Education & Experience:
- 5+ years of project or program management experience; experience in Sales Operations, Revenue Operations, or Salesforce delivery is preferred.
- Strong experience with the Salesforce ecosystem; Sales Cloud is required and CPQ is strongly preferred.
- Demonstrated ability to define metrics, interpret data, identify trends, and turn analysis into action.
- Advanced experience with Jira, including backlog management, sprint execution, and reporting.
- Experience with project management tools such as Jira, Smartsheet, Asana, Monday.com, or MS Project.
- Strong communication skills with the ability to clearly explain status, risks, tradeoffs, and recommendations.
- Proven ability to lead cross-functional workstreams and drive accountability without direct authority.
- Project management certification such as PMP, PgMP, or Agile/Scrum certification is preferred.
- Experience with quote-to-cash processes, operational KPIs, portfolio metrics, or adoption data is preferred.
Expected Compensation
$105,000 - $179,000The base salary range shown reflects the full range for this role from minimum to maximum. At athenahealth, base pay depends on multiple factors, including job-related experience, relevant knowledge and skills, how your qualifications compare to others in similar roles, and geographical market rates. Base pay is only one part of our competitive Total Rewards package - depending on role eligibility, we offer both short and long-term incentives by way of an annual discretionary bonus plan, variable compensation plan, and equity plans.
About athenahealth
Our vision: In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients — powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Our company culture: Our talented employees — or athenistas, as we call ourselves — spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support.
Our DEI commitment: Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve.
What we can do for you:
Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative workspaces — some offices even welcome dogs.
We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment, full-time. With consistent communication and digital collaboration tools, athenahealth enables employees to find a balance that feels fulfilling and productive for each individual situation.
In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued.
Learn more about our culture and benefits here: athenahealth.com/careers