Project Manager, Salesforce Portfolio

athenahealth provides IT solutions and expert services that help healthcare providers overcome operational challenges and deliver accessible, high-quality, and sustainable healthcare. The Project Manager will own end-to-end delivery of Salesforce and Sales Operations initiatives, manage portfolio visibility and cross-functional execution, and use analytical insights to support prioritization, risk management, and measurable business outcomes across Salesforce, CPQ, CLM, and analytics initiatives.

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
• 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

Requirements:

• 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