Director, Portfolio Management – Salesforce, MuleSoft, Tableau

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March 11

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Exavalu

WebsiteLinkedInAll Job Openings

B2B • Banking • Healthcare Insurance

Exavalu is a business advisory and technology consulting firm that partners with enterprises to deliver high-impact digital transformation. Run by former CIOs, CXOs, and consulting principals, Exavalu offers strategic advisory, core systems transformation, systems integration, data & analytics, innovation and privacy/compliance solutions across regulated sectors. The firm focuses on Insurance, Banking & Financial Services, and Healthcare & Life Sciences, providing industry-tailored technology implementations and program leadership using partners like Guidewire, Salesforce, MuleSoft, PegaSystems and AWS.

201 - 500 employees

Founded 2018

🤝 B2B

🏦 Banking

⚕️ Healthcare Insurance

📋 Description

• Reports to: Managing Director, Salesforce • This role owns outcomes across a multi-account portfolio, ensuring high CSAT on current projects, expanding footprints through aligned value roadmaps, capturing ACV, and orchestrating growth with Practices, Client Partners, and Channel teams • Maintain accurate Salesforce hygiene for accounts, opportunities, forecasts, and renewals • Drive resourcing and capacity planning across the portfolio; optimize utilization and margin • Enforce delivery frameworks, playbooks, and accelerators across engagements • Conduct post-implementation reviews; feed learnings into Practice assets and templates • Lead and mentor Portfolio Managers/Engagement Leaders; establish performance goals and coaching rhythms • Build a culture of customer obsession, accountability, and continuous improvement

🎯 Requirements

• deep experience across Salesforce, MuleSoft, and Tableau • Customer Success and Delivery Governance • Drive quarterly success plans per account: business objectives, value metrics, risk/mitigation, and expansion paths • Manage CSAT for all in-flight engagements; lead Executive Business Reviews (EBRs) and QBRs • Establish delivery governance (RAID, change control, dependency management) and ensure on-time, on-budget outcomes • Ensure best-practice architecture alignment across Salesforce clouds, MuleSoft API-led connectivity, and Tableau analytics • Build and execute multi-year roadmaps with clients to expand use cases and platforms • Identify whitespace and expansion opportunities; convert into qualified pipeline and ACV • Partner with Sales/Client Partners for pursuit strategy, proposals, SOWs, and commercial models • Track ACV capture, renewals, and upsell using Salesforce CRM; ensure forecast accuracy and stage progression • Leverage Tableau to maintain growth dashboards (revenue, margin, CSAT, adoption) • Define and track customer value metrics (time-to-value, adoption, automation, API reuse, data-driven decisions) • Standardize Tableau portfolio dashboards: CSAT, delivery KPIs, risk heatmaps, ACV pipeline, utilization , margin • Use MuleSoft and Salesforce telemetry to inform executive insights and expansion narratives

🏖️ Benefits

• Diversity Inclusion: Exavalu also promotes flexibility, adapting to the needs of employees, customers, and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely. We also offer a welcome back program to help individuals return to the mainstream after a prolonged absence due to health or family reasons. At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, colour, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career.