As a member of the Services Portfolio Management (SPM) leadership team you will play a strategic role in the definition creation and positioning of our services portfolio. Our collective goal is to ensure that Customer Success service offerings align with business objectives drive customer value and contribute to overall SaaS growth and scalability.
As a Portfolio Manager within the SPM function you will be responsible for tracking and controlling the development of services products and offerings. You will be accountable for all aspects of delivery health of the portfolio including status budget risk planning resourcing stakeholder alignment.
1. Portfolio Strategy & Alignment
- Collaborate with the Portfolio Director in developing and maintaining a strategic roadmap for services offerings ensuring alignment with strategic direction.
- Prioritize offerings based on datadriven input around market needs resource availability and risk assessment.
- Work with leadership to ensure internal projects contribute to overall SaaS growth scalability and efficiency.
2. Governance & Process Management
Define and implement portfolio governance frameworks to track portfolio performance.Establish and maintain best practices templates and tools for portfolio .Standardize processes across teams to drive consistency in management and tracking.Set guidelines for planning and delivery to allow tracking against baseline plans.3. Stakeholder Management & Communication
Collaborate with crossfunctional teams (e.g. Engineering Customer Success Sales Product Finance) to ensure smooth .Act as a liaison between executive leadership and project teams providing visibility into portfolio performance.Facilitate regular status reviews steering committees and executive updates.4. Financial & Resource Management
Oversee portfolio budgets ensuring cost efficiency and ROI.Monitor resource allocation across projects and optimize team capacity.Identify and mitigate financial risks related to project .5. Risk Management & Issue Resolution
Proactively identify risks and bottlenecks that could impact project delivery.Develop contingency plans and ensure quick resolution of critical issues.Ensure compliance with company policies security and regulatory requirements.6. Performance Measurement & Continuous Improvement
Define and track KPIs and success metrics for portfolio performance.Use datadriven insights to refine project selection prioritization and strategies.Continuously improve internal project methodologies through retrospectives and feedback loops.Qualifications :
Minimum Experience Requirements :
Proven experience in leading a project / portfolio management function with experience in managing multiple parallel streams of work with multiple disparate teams.Firsthand experience in all disciplines of project tracking and control.Experience in driving automation AIdriven insights and digital transformation initiatives.Relevant experience in project management / portfolio delivery and SaaS environments is necessary.Preferred Experience Requirements :
Strong analytical skills with experience in using data to drive decisionmaking across the LAER model.Familiarity with Customer Success platforms (e.g. ServiceNow Gainsight Salesforce Zendesk or similar tools) and their role in managing customer adoption expansion and renewal efforts.Knowledge of automation and digital transformation strategies within a Customer Success function is a plus.Required Skills :
Proven experience in portfolio management or a similar role.Ability to monitor track control and report on overall portfolio status in a proactive datadriven way.Focus on budget tracking for the close management and control of internal spend.Strong understanding of SaaS business models and processes.Excellent risk management and escalation handling skills.Ability to work crossfunctionally with various teams and departments.Experience in customer experience and customer support initiatives.Ability to manage external partnerships and collaborations with a varied set of third parties.Strong analytical and problemsolving skills with the ability to interpret complex data and leverage AI for insights.Excellent communication and stakeholder management skills.and drive change within a LAERdriven framework.Ability to work in a team and lead crossfunctional efforts.Effective communicator strong people skills and comfortable presenting to larger audiences as a senior representative of the Customer Success organisation.Strong organizational and time management skills.Additional Information :
We offer :
100 Remote work optionUnlimited paid HolidaysSport and integration eventsInternational work experienceOpportunity for meeting people from various countries and culturesAdditional Information
A chance to participate in the development of a leading global software firm. You have the opportunity to work within an organization that gives you the freedom and autonomy to be successful. An attractive salary while working in a challenging international environment with enthusiastic colleagues who like to learn from each other.
At Unit4 we invest in your personal and professional growth. We dont focus on how many days you work we trust you on delivering results thus we have an unlimited vacation policy.
Remote Work : Employment Type :
Fulltime
Key Skills
Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts
Experience : years
Vacancy : 1
