Source Job

$140,000–$165,000/yr
North America Unlimited PTO

  • Own pipeline, forecast, and closed revenue for Salesforce, data, and AI across your territory.
  • Sell AI-first using agents and AI tooling to research, prepare, and draft proposals.
  • Quarterback solution architects and engineers to scope, estimate, and win deals.

Salesforce Data & AI Financial Services Consultative Selling Pipeline Management

20 jobs similar to Portfolio Lead

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US

  • Own and manage the full sales cycle for new business in large financial services accounts, driving pipeline and closing complex technology deals.
  • Partner with Salesforce sales and customer success teams to build trust, grow relationships, and ensure high customer satisfaction.
  • Maintain accurate pipeline and forecasting in Salesforce while acquiring certifications and traveling up to 50% nationally.

NeuraFlash, Part of Accenture is an AI and Salesforce innovation partner that builds intelligent solutions with Agentforce, Einstein, and AWS. It is a remote-friendly Accenture company where over half of employees work remotely and collaboration and celebration are valued.

US

  • Own enterprise accounts and the full sales lifecycle, from discovery to negotiation and close.
  • Align customers' technical and business needs with our AI hardware and software solutions.
  • Develop repeatable processes, sales materials, and account strategies to accelerate revenue growth.

Tenstorrent builds high-performance AI computers with RISC-V CPUs, modular chiplets, and scalable compute systems. Our diverse team of technologists values collaboration, curiosity, and solving hard problems, and we are growing to build the best AI platform possible.

  • Drive new business by generating 80% of your own pipeline and engaging multiple personas within target accounts.
  • Own accurate sales forecasting and close complex deals using MEDDICC, Command of the Message, and solution selling.
  • Collaborate with internal teams and channel partners to ensure seamless customer experiences and long-term success.

Benchling is the AI platform for biotech R&D, helping scientists design experiments, capture structured data, and run AI models in their workflows. Over 200,000 scientists at academic labs and biopharma companies like Sanofi and Moderna trust Benchling to accelerate discovery and development.

$67,000–$87,000/yr
US UK

  • Own Deal Desk operations end-to-end, including deal structuring support, approvals, non-standard terms review, and quote-to-cash handoffs.
  • Manage license entitlements, conduct audits, and optimize Salesforce and automation tooling to keep GTM data trustworthy.
  • Support Alliances partner lifecycle operations and align cross-functional business questions into structured operating motions.

SpyCloud disrupts cybercrime by transforming recaptured darknet data into identity threat protection solutions. Headquartered in Austin, TX, SpyCloud is home to more than 250 cybersecurity experts dedicated to protecting businesses and consumers from stolen identity data.

$140,000–$160,000/yr
US

  • Build and own AI-powered workflows, automations, and agents to improve Sales and GTM operations.
  • Partner with Deal Desk, Product, and business stakeholders to identify high-value use cases and launch secure production tools.
  • Own the full development lifecycle from prototyping through production scaling, beta testing, and ongoing maintenance.

Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. Serving nearly 100,000 customers from Fortune 500 enterprises to small businesses, the company fosters a diverse and inclusive workplace culture.

US Unlimited PTO

  • Own the team's new-logo ARR target and lead an enterprise sales team growing from six to ten AEs.
  • Build a disciplined sales operating rhythm with pipeline reviews, forecasting, and account planning.
  • Coach, hire, and grow the team while embedding practical AI use into sales workflows.

Nametag builds workforce-grade identity verification to prevent social engineering and deepfake impersonation attacks. The company is a remote-first, inclusive team that values autonomy, collaboration, and ownership.

Spain

  • Own the internal AI operating model and GTM stack including CRM, marketing automation, and CS tooling.
  • Lead and coach five senior ICs, setting high standards for documentation, testing, and deployment.
  • Partner with GTM leaders to turn ambiguous business problems into reliable, scalable AI-native products.

360Learning enables companies to upskill from within by turning experts into champions for employee, customer, and partner growth. With 400+ team members across North America and EMEA, the company fosters a culture of learning, inclusivity, and AI-driven innovation.

US

  • Work target accounts from signal to conversation using AI-assisted research and tailored outreach.
  • Activate Signal Intelligence across cold calls, voicemails, manual email, and LinkedIn.
  • Follow up thoughtfully, create lightweight proof like Looms, and convert engagement into qualified pipeline.

JumpSeat is a B2B growth agency and advisory helping go-to-market teams turn non-obvious signals into outreach that earns a response. It's a small, hands-on team where you'll work directly with the CEO.

North America

  • Support Account Executives with customer research, meeting prep, proposals, and deal documentation.
  • Build repeatable GTM workflows using AI tools, CRM, and data enrichment to boost sales efficiency.
  • Track follow-ups, coordinate internal stakeholders, and maintain sales materials and enablement resources.

Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. With 400+ employees and backing from top-tier investors, the company values curiosity, empathy, and accountability.

US Unlimited PTO

  • Develop and execute a strategic sales plan to hit sales targets in the security for AI market.
  • Build lasting relationships with C-level executives and decision-makers to position our solutions.
  • Lead complex negotiations and collaborate with teams to deliver customized proposals and demonstrations.

HiddenLayer protects the world's most valuable technologies from adversarial AI attacks with a patent-pending solution for secure AI adoption. The fully remote global team just raised $100M in Series B funding and achieved 10x revenue growth with 50+ enterprise customers.

$200,000–$240,000/yr
US

  • Own the technical sale end-to-end, from discovery and solution design to demos, POCs, and the technical close.
  • Act as a strategic deal partner with Account Executives, proactively driving deal strategy and technical follow-through.
  • Help buyers build with AI, sharing expertise on agents, LLMs, and MCP while representing Tray externally.

Tray.ai provides an enterprise orchestration platform for data and AI, unifying AI agent building, MCP governance, integrations, and automation. A remote-first company trusted by Cisco, Airbnb, FedEx, and Capital One, it has been named a Gartner Visionary for iPaaS.

US Unlimited PTO

  • Own strategic healthcare accounts and lead complex enterprise sales cycles.
  • Build trusted relationships with hospitals, health systems, and post-acute care providers.
  • Drive a 5x pipeline and close AI-native enterprise deals with C-suite stakeholders.

The company builds AI-native workforce technology for the healthcare industry, selling to hospitals, health systems, and post-acute care providers. They maintain a fast-moving, entrepreneurial culture with a multidisciplinary team and a strong emphasis on inclusion and collaboration.

India

  • Work directly with executive and senior leadership on renewal processes, customer lifecycle, and Account Management.
  • Own day-to-day sales forecasting and pipeline management, ensuring data accuracy and consistency across teams.
  • Lead projects and drive ad-hoc analysis to optimize operational workflows and support GTM stakeholders.

JumpCloud is an AI-powered unified IT management platform that secures the modern workforce by consolidating identity, device, and access management. The company has teams in 15+ countries and fosters a remote-first culture with a focus on human connections and innovation.

$150,000–$200,000/yr
US Unlimited PTO 12w maternity 12w paternity

  • Own the full sales cycle for Web Search APIs from prospecting to close
  • Engage technical and enterprise buyers including AI/ML engineers and product leaders
  • Run tailored demos and proof-of-concepts, partnering with Sales Engineering to win deals

You.com builds AI search infrastructure that powers modern AI systems with real-time, citation-backed information. The company is solving hard problems across search, large language models, and large-scale infrastructure with a team of engineers, researchers, product builders, and operators.

$78,000–$188,000/yr
US Unlimited PTO

  • Drive Revenue – Close deals and expand YipitData’s presence in the investment field.
  • Build Relationships – Cultivate trust with senior stakeholders and deliver value.
  • Collaborate & Impact – Partner across teams to ensure client success and drive results.

YipitData is a leading market research and analytics firm for the disruptive economy, analyzing billions of data points to deliver actionable insights. The company has a people-centric culture, operates globally, and was named an Inc. Best Workplace.

US

  • Remote financial-services role with structured days and warm-lead conversations.
  • Coaching and training provided before you are expected to perform.
  • High performers have a clear path to a leadership track.

Global Elite Empire Consultants is a financial-services company focused on helping families protect their income and future. They offer a remote, structured work environment with coaching and a leadership track for high performers.

US

  • Own technical sales cycles end to end for strategic US accounts, from discovery to POV execution.
  • Sell into the agentic stack on Databricks, Snowflake, and customer platforms.
  • Drive POVs that convert and build technical champions inside each account.

Monte Carlo is the agent trust platform that unifies data and agent observability for production AI systems. Founded in 2019 and backed by leading investors, the company is remote-first by design and serves enterprises like HubSpot, Fox, and Nasdaq.

US

  • Drive increased execution on building technical champions across our customer base
  • Lead the recruiting, training, and ongoing development of top engineering talent on the team
  • Manage up to 8 individual contributors while driving technical wins across the federal customer base

Zscaler accelerates digital transformation by providing a cloud security platform that securely connects users, devices, and applications. The company operates across 200+ global data centers and fosters a culture of ownership, collaboration, and AI-driven innovation.

US Unlimited PTO

  • Own a dedicated territory and run complex multi-stakeholder sales cycles with senior communications, PR, and crisis leaders.
  • Generate your own pipeline through outbound efforts and turn industry events and conferences into qualified opportunities.
  • Carry a defined share of 2027 revenue and maintain accurate pipeline and forecast discipline in the CRM.

PeakMetrics is a narrative intelligence platform that protects enterprises and government agencies from social media manipulation and emerging narrative threats using machine learning. As a remote-first startup, we offer a vibrant, inclusive culture and opportunities to build new functions from the ground up.

US Unlimited PTO

  • Lead Emplifi's North American commercial organization, owning regional P&L and driving revenue growth across new, expansion, and retention.
  • Translate global go-to-market strategy into regional execution, building and scaling the sales team.
  • Partner with Customer Success, Marketing, Product, and Finance to achieve ARR growth and market leadership.

Emplifi is the only autonomous CX platform unifying social marketing, commerce, and customer care for over 20,000 brands. The company offers an agile, fast-paced, and open-minded culture with high trust and flexibility.