Portfolio Manager
DOSS
About Doss DOSS is building an Operations Cloud for the real world. We deliver a modern, AI-native platform that helps physical product businesses manage the flow of goods, dollars, and data across procurement, inventory, orders, fulfillment, and finance in real time. Purpose-built to replace spreadsheet chaos and rigid, consultant-heavy ERP implementations, DOSS delivers fast time-to-value and stays adaptable as a business evolves. Through our Adaptive Resource Platform (ARP) and unified operational data model, teams can deploy quickly, automate workflows, and make changes without months of re-implementation. We recently raised a $55M Series B co-led by Madrona and Premji Invest, with participation from Intuit Ventures, Theory Ventures, General Catalyst, Contrary Capital, and Pathlight VC. DOSS is trusted by fast-growing operators to run critical operations with speed, control, and confidence. About the Role Doss's PMO team is the core engine of DOSS and the success of our customers. The Portfolio Manager sits at the intersection of product, data, operations, implementation, and customer partnership — leading a small team of PMO ICs while staying deeply hands-on yourself. You'll own a portfolio of Doss's most complex, high-value client relationships and lead your team through the full post-sales lifecycle: Discovery: partnering with cross-functional client leadership to analyze operational and financial workflows (flow of goods, information, and money) Product Design: data model, workflows, and integrations Build/Configure on the DOSS/ERP platform UAT and Go-live You'll manage a small team of PMOs, setting the standard for quality and pace while staying in the weeds alongside your team. This is a player-coach role - you're not just directing, you're doing. Our Approach to Development DOSS operates like a sports team, not a family — we're building the '96 Bulls. We run aggressive coaching and performance management because we believe in accelerating careers by 10x, not 10%. Every 6 months, we run a lightweight review process (DIPS) where team members are scored, ranked, and identified for promotion and compensation increases. Our first cohorts saw compensation increases ranging from 35–85% with an average of >50% — because when you deliver results and grow rapidly, we recognize it immediately. This isn't painful — it's clarifying and energizing, especially for people who like winning. If you want the Rec League, go work somewhere else. But if you want to sharpen yourself against other A+ players and compress a decade of learning into a few years, this is the place. What You'll Do Lead a team of PMOs across a portfolio of upper mid-market and enterprise clients — you're accountable for team output, client outcomes, and individual development Stay hands-on across the e2e post-sales lifecycle: discovery, design, implementation, and go-live — this is a player-coach role and you'll be in the work, not above it Own the success of Doss's most complex client relationships; your portfolio is a direct reflection of your team's execution Conduct and lead cross-functional deep dives across customer organizations to map end-to-end business processes and workflows Drive and contribute to new product capabilities that support Doss's push to upper mid-market and enterprise Set the standard for best-in-class practices and processes across the team — build what doesn't exist, improve what does Translate process flows into product design and configuration within the DOSS platform Partner with technical teams on integrations and data migrations Lead UAT, training, and go-live support across your portfolio; build relationships that drive retention and expansion Coach your ICs on client management, problem-solving frameworks, and delivery quality — and create the feedback loops that accelerate their growth Drive automation and AI-forward improvements to Doss's product and customer lifecycle processes — we're an AI-native company and team What We're Looking For 6+ years experience in engineering, consulting, finance, operations, product operations, or technical program management — with at least some time leading or mentoring others; ERP experience is a plus, not a requirement Systems Thinker. Everything in our business is highly interconnected across people, process, and technology. You can traverse it, untangle it, and put it back together — and you can teach others to do the same. Player-Coach Mentality. You lead by doing. You're not the person who delegates everything and manages from a distance — you roll up your sleeves, model the work, and hold the bar. High-Intensity. You've thrived in high-pressure environments — startups, consulting, finance — and that's a real preference, not a stated one. Technical from 1st Principles. You can grok hard engineering and logic problems from intuition, not memorization — and you can break them down for your team. Intellectual Firepower. You cut through noise, synthesize fast, and make good calls under ambiguity. Strong analytical mindset; SQL experience is a plus (not required) What You'll Get Competitive salary + meaningful equity 100% Coverage for individuals Premium medical, dental & vision coverage 401(k), immediate eligibility Lunch in-office 5 days/week (and dinner when needed) Flexible/unlimited PTO Commuter (BART/MUNI/CalTrain) and equipment stipends Wellness & Fitness stipend Generous parental leave Relocation assistance available In-office culture in San Francisco #J-18808-Ljbffr DOSS
$200k - $230k
...modern, AI-native platform that helps physical product businesses manage the flow of goods, dollars, and data across procurement,... ...the core engine of DOSS and the success of our customers. The Portfolio Manager sits at the intersection of product, data, operations,...SuggestedFull timeWork at officeImmediate startRelocation packageFlexible hours- ...Deputy Director - Portfolio ManagementDeputy Director, Portfolio ManagementClassification: 0904 - Mayoral Staff XVI Department: Mayor... ...directly to the MOHCD Director, the Deputy Director, Portfolio Management provides executive leadership for the City's long-term stewardship...SuggestedWork at officeLocal area
$88.8k - $165.6k
Application Deadline:09/27/2026Address:320 S Canal StreetJob Family Group:Commercial Sales & ServiceBilingual AVP, Portfolio Manager-Asset Based Lending (ABL) Pacific RimNote: This position may be based in Chicago, Los Angeles or San FranciscoThe AVP, Portfolio Manager...SuggestedFull timeContract workPart timeLocal area$175k - $225k
...and a winning culture? Start your Voyage -Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage Derivatives Team manages approximately $6 billion across a number of portfolios. Its flagship, the Voya Mortgage Investment Fund, is one of the largest and most...SuggestedFull timePart timeWork experience placementWork at officeLocal areaFlexible hours$120k - $250k
...existing Commercial banking loans and credit solutions in an assigned portfolio of technology clients. Makes credit decisions and... ...and extension loans within delegated authority.Underwrite and manage a diversified portfolio of technology-sector clients, including...SuggestedFull timeContract workPart timeWork experience placementLocal areaShift work$92.11k - $156.88k
...financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals....Temporary workRemote workShift work- ...wines & spirits companies in the U.S. with a globally recognized portfolio of leading lifestyle beverage brands. Successful candidates... ...all designated markets to generate placements Proactively manage at least 100 key accounts, including weekly visits Frequently...Local area
$275k
...Real Estate Portfolio ManagerSan Francisco, CAAbout AnthropicAnthropic's mission is to create reliable, interpretable, and steerable AI... ...beneficial AI systems.We are seeking a senior Real Estate Portfolio Manager to join Anthropic's Workplace and Real Estate team to lead...Work at officeRelocationVisa sponsorshipFlexible hours$115.44k - $140k
Job Title:Assistant Vice President,Portfolio ManagerLocation:CA - San Francisco, SpearWhat you'll do:As Assistant Vice President- Portfolio Manager - Commercial you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex...Full time- ...: Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains an in-depth understanding of commercial...Full timeMonday to Friday
$162.7k - $220.2k
...career building strategic relationships at a consulting firm — managing alliance partnerships, driving innovation programs, or... ..., and adopt new technologyKey job responsibilitiesAs a Senior Portfolio Growth Manager, you will build the bridge between high-potential...Local areaWorldwideFlexible hours$125k - $290k
Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. With more than $2 trillion in assets under supervision... ...bring together state-of-the-art techniques for multi-asset portfolio design and implementation and reflect proprietary research and...Full timeTemporary workPart time- Overview This position is responsible for managing, servicing, and developing commercial or business banking relationships in an assigned... ...financial and credit quality assessment needs of a mature portfolio through prescribed servicing and sales processes. Identifies client...
$193.7k - $262k
...growth, and any level of funding. This is why more startups, and over 80% of unicorns, choose to launch on AWS. As a Senior Portfolio Growth Manager within AWS, you will be responsible for developing and managing strategic relationships across multiple domains - from...Local areaWorldwideFlexible hours- ...Potrero Rye Whiskey, Silvio Carta, and more. Visit to explore the full range of brands. Job Description The Portfolio Marketing Project Manager role is pivotal to the growth of the company’s entire portfolio of brands. The right individual will align to our values...Full timeWork at officeLocal area
$70k - $125k
...standards.Core ResponsibilitiesPrepares assigned direct indexing portfolios that meet or exceed performance standards consistent with... ...personalized indexing capabilities for clients.Analyzes portfolio management data and oversees resolution of process issues. Collaborates...Work experience placementWork at officeRemote workWork from home- ...Job Description Job Description Job Title: Enterprise Program Integration Lead / Portfolio Manager (Location : Bay Area ) 2 days onsite in Oakland Local to bay area Job Title: Enterprise Program Integration Lead / Portfolio Manager (Location :...Local areaShift work
$102.23k - $127.79k
...qualifications and experience. Position Summary Responsible for the growth and retention of assigned portfolio clients and collaborating with Commercial Banking Regional Manager to deepen and retain portfolio relationships. Through the cross‑selling of the Bank’s products,...Full timeLocal area- ...within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.Some Responsibilities:Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited...
- ...office closure.ResponsibilitiesTrack and record capital calls and distributions Prepare quarterly closes, GL reconciliations, and management fee calculations Prepare LP/GP capital account statements and investor performance reporting Support annual audits and GAAP...Work at office
- Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.Robert Half Finance & Accounting is partnering...Immediate start
$100k - $150k
...networkingRequirements:At least 2 years of prior experience in financial services/venture capital/ investment banking (sales & trading, wealth management)Series 7, 63/66, SIEAbility to build relationships with customers and internal team members and stakeholdersStrong ability to...Work at officeLocal area2 days per week3 days per week- ...allocations, distributions, and capital calls.Ensure accuracy in portfolio transactions, expenses, and reconciliations.Assist in... ...Geneva software is advantageous.Strong communication and project management capabilities.Self-driven and effective in a collaborative, global...
- ...highly collaborative team. The firm invests across a diversified portfolio of private markets, including private equity, venture capital,... .... The platform partners with established investment managers and selectively pursues co-investment opportunities.The firm has...
- ...create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade...Work experience placementWork at officeFlexible hoursShift workDay shift
$125k - $140k
...Job Description Job Description The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio of commercial solar, battery storage, energy efficiency, and other climate-related project finance credit, in collaboration...For contractorsWork experience placementWork at officeRemote workVisa sponsorshipWork visa- ...partnership accountingManage fund administrator deliverablesEnsure accurate monthly, quarterly, and annual reportingSupport complex portfolios (derivatives, options, long/short strategies)Oversee valuations, reconciliations, and controlsCoordinate audits and support tax...
- ...founders, senior executives, early investors, and early employees. Founded in 2011 with almost $2 billion in assets under management, we've built a portfolio of increasingly dominant companies in areas such as space exploration, freight forwarding, ridesharing, e-commerce,...
- ...OfficeSan Francisco, California, United StatesResponsibilities:Manage third-party accounting team in preparation of monthly, quarterly... ...quarterly and annual financial statements.Prepare quarterly portfolio company valuations and performance calculations.Assist with capital...Work at office
$800 per month
...partnering with a leading AI lab to train frontier models on high-quality insurance reasoning data. We're hiring P&C Actuaries and Portfolio Risk Managers to design realistic pricing, reserving, forecasting, and portfolio-management scenarios, evaluate model outputs against...Temporary workWork at officeImmediate start
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