JOB TITLE: Sales Technology Portfolio Manager
Department: Information Technology
Location: Contract | On-site at Milwaukee, WI
This is a contract role with an anticipated duration of approximately six months. The need for the role will be reevaluated based on business and organizational needs.
Reports to: IT PMO Manager
Cleaver-Brooks is seeking a contract IT Sales Technology Portfolio Manager to establish and oversee the IT Sales Technology work pipeline, ensuring alignment with the broader IT PMO framework, enterprise priorities, and resource capacity. Working closely with the IT Sales Technology Director, business stakeholders, and the IT PMO, this role drives portfolio visibility, roadmap planning, and delivery coordination across Sales Technology initiatives.
This is an individual contributor role with no direct reports, responsible for coordinating work across business, IT, vendors, and cross-functional teams.
Key Responsibilities
Portfolio & Delivery Management
- Coordinate with the IT PMO and IT Sales Technology teams to establish and maintain intake, prioritization, governance, and work pipeline processes
- Facilitate demand management, prioritization, roadmap planning, and capacity planning across the IT Sales Technology portfolio
- Align Sales Technology initiatives with broader IT priorities, resources, and dependencies
- Lead coordination of IT Sales Technology initiatives across Salesforce, CPQ, and related platforms
- Maintain visibility into project status, milestones, risks, dependencies, and delivery progress
- Manage multiple concurrent projects, enhancements, and operational workstreams
- Drive accountability across technical teams, vendors, and business stakeholders
- Monitor and escalate risks, blockers, and resource constraints
IT Sales Technology Planning & Delivery
- Coordinate IT Sales Technology enhancements, releases, and process improvement initiatives
- Facilitate prioritization of business requirements, enhancement requests, and operational support work
- Support release planning, testing, deployment readiness, and post-go-live activities
IT PMO Governance & Stakeholder Management
- Establish and improve governance processes supporting intake, prioritization, roadmap planning, and portfolio visibility
- Facilitate collaboration between IT Sales Technology leadership, business stakeholders, and IT teams
- Coordinate portfolio planning and governance activities between IT Sales Technology and the IT PMO
- Facilitate status meetings, roadmap reviews, stakeholder alignment sessions, and governance discussions
- Provide project status updates, portfolio reporting, and executive-level visibility
- Coordinate communications, dependency management, and organizational readiness activities
Required Skills
- Experience managing enterprise applications or technical IT projects
- Experience supporting CRM, Salesforce, or customer-facing technology initiatives preferred
- Strong understanding of project methodologies (Agile, Waterfall, or hybrid)
- Strong stakeholder management and communication skills
- Experience coordinating cross-functional technical and business teams
- Ability to manage multiple projects simultaneously in a fast-paced environment
- Strong organizational, problem-solving, and follow-through skills
- Experience with project management tools such as MS Project, Jira, Smartsheet, Wrike or similar
- Proficient in Microsoft Office Suite, SharePoint, and collaboration tools
- Self-starter with strong ownership, initiative, and follow-through
Education: Bachelor’s Degree required, Master’s Degree preferred.
Experience
- 5+ years of experience in an IT environment
- 5+ years managing enterprise or technical IT projects
- Experience working within manufacturing environments preferred
- PMP, Scrum Master or related project management certification preferred
- Salesforce project experience strongly preferred.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's Degree
- 5+ years of experience in an IT environment
- 5+ years managing enterprise or technical IT projects
- Experience managing enterprise applications or technical IT projects
- Experience coordinating cross-functional technical and business teams
- Strong stakeholder management and communication skills
- Strong understanding of project methodologies (Agile, Waterfall, or hybrid)
- Ability to manage multiple projects simultaneously
- Experience with project management tools such as MS Project, Jira, Smartsheet, Wrike or similar
- Proficient in Microsoft Office Suite, SharePoint, and collaboration tools
- Self-starter with strong ownership, initiative, and follow-through
- Experience supporting CRM, Salesforce, or customer-facing technology initiatives
- Salesforce project experience
- PMP, Scrum Master or related project management certification
- Experience working within manufacturing environments
- Master's Degree
What We Do
Cleaver-Brooks, Inc., a manufacturer of boiler room products for over 90 years, is the only single source manufacturer and supplier of boiler room products including boilers, burners, accessories and controls. With the vast changes in Environmental and Government regulations in North America and around the world, Cleaver-Brooks, Inc. is committed to heavily investing in cutting edge burner and boiler development. This development provides industrial and commercial users with the highest efficiency and lowest NOx emitting packages on the market today. Our commitment to technology and the environment offers our customers a payback on their investment whether purchasing a new boiler or retrofitting an existing one. High efficiency boilers contribute to the reduction in fuel and carbon footprint resulting in dollars saved and a clean environment.
