Portfolio Manager
Doss
DOSS Operations Cloud
DOSS is building an Operations Cloud for the real world. A modern, AI-native platform for physical product businesses to manage the flow of goods, dollars, and data in real time, across:
- Procurement
- Inventory
- Orders
- Fulfillment
- Finance
Built to replace spreadsheet chaos and rigid, consultant-heavy ERPs. Fast time-to-value, adaptable as the business evolves.
Through our Adaptive Resource Platform (ARP) and unified operational data model, teams 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. 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.
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
- ...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,...SuggestedWork at officeImmediate startRelocation packageFlexible hours
$275k
...engineers, policy experts, and business leaders working together to build beneficial AI systems. We are seeking a senior Real Estate Portfolio Manager to join Anthropic's Workplace and Real Estate team to lead strategic planning, portfolio optimization, and a team of real...SuggestedWork at officeRelocationVisa sponsorshipFlexible hours$143.74k - $191.65k
...Commercial Banking Relationship Manager This position is responsible for managing, servicing, and developing commercial or business... ...ongoing financial and credit quality assessment needs of a mature portfolio through prescribed servicing and sales processes. Identifies...Suggested$140k - $155k
...Forward’s annual flagship Accelerator has supported an impressive portfolio of 100+ tech nonprofit builders with funding, resources, and... ...delivery, whether externally or internally driven. Build and manage a world‑class mentor network, facilitators, volunteers, and subject...SuggestedFull timeWork at officeLocal areaShift work$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...SuggestedFor contractorsWork experience placementWork at officeRemote workVisa sponsorshipWork visa$120k - $130k
...A real estate investment and operating platform is seeking a Senior Fund Accountant to join its growing finance and investment management team in San Francisco. This role is ideal for someone who wants broad ownership, exposure to investment activity, and the opportunity...Work at office2 days per week$80k - $100k
...offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest...Work at officeRemote work2 days per week- ...Voy Ventures seeks an Investor Relations Manager focused on Japan for its SF Bay Area team. You will manage LP accounts based in Japan, coordinating with investment professionals, finance, legal, and compliance to drive capital formation and investor relations efforts....
- ...Senior Fund Accountant Our client, an investment management firm, is seeking a Senior Fund Accountant to join its growing finance... ...week. Job Description: This role will support a portfolio of investment funds and work closely with internal...For contractorsWork at officeLocal area3 days per week
- The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Analysts will have the opportunity to support teams on live deals through both quantitative and...Full time
$110k - $190k
...Industries is redefining modern defense with a multi-product portfolio that gives the ultimate advantage—domain dominance. The company... ...corporate networks. The ideal candidate has hands‑on experience managing modern enterprise security tooling within regulated or defense...Contract workWork experience placementCasual workWork at officeLocal areaRelocation package$90k - $115k
...are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically:... ...Allocations to investors Detailed management and tracking of portfolio company financings Cash flow management and forecasting Assisting...Work at officeLocal area- ...consulting services to our VC Fund Admin clients. It is an operational and financial staff position that collaborates closely with Senior Management. If you are a seasoned professional with excellent interpersonal skills coupled with strong experience and skills in Finance &...Full timePart timeWork at officeLocal areaRemote work
- ...Strong proficiency in Microsoft Excel and other Microsoft Office applications office or public accounting firm, including personnel management and heavy client contact Experience with relevant software (QuickBooks Online and Investran) a plus, and familiarity with...Work at office
$100k - $115k
...efficiency in mind. We take care of all the behind‑the‑scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and...Bank staffWork at officeNight shift2 days per week$120k - $130k
...week in the San Francisco office , giving you flexibility while still maintaining strong team collaboration. What you\'ll be doing Manage accounting for investment funds and related entities Prepare investor reporting, capital account statements, capital calls, and...Work at office2 days per week$125k - $135k
...systematically scale marketing, sales and customer success at its portfolio companies. Founded in 2012 and based in San Francisco, Turn/... ...Highly organized with exceptional attention to detail Ability to manage and prioritize multiple workstreams in a deadline‑driven...Full timeSummer workWork at officeWork from homeHome officeMonday to FridayFlexible hours$60k - $75k
San Francisco 505 Sansome Street Suite 875 San Francisco, CA 94111, USA Fund Accountant will be responsible for providing accounting services including preparation and processing of transactions and financial statements with supporting schedules and work papers. Primary...Work at officeRemote work3 days per week- ...report to the CFO. The Fund Controller will take responsibility for the PE Fund Accounting vertical and team, ensuring the day-to-day management of accounting operations, including waterfall calculations and capital calls for multiple funds and investment vehicles. In this...
- ...expectations 3 days per week. Job Description This role will focus on managing fund accounting operations, supervising third-party... ...activity (calls and distributions). Prepare quarterly valuations of portfolio investments in accordance with ASC 820. Manage annual audit...Work at officeLocal area3 days per week
- ...Dr Charlotte, NC 28210, USA Location: On site at location listed in job posting. SUMMARY We’re seeking an experienced Senior Portfolio Manager to work with the Charlotte Commercial & Middle Market team. This role partners with local Relationship Managers and provides daily...Local area
$88.8k - $165.6k
Application Deadline:08/15/2026Address: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...Full timeContract workPart timeLocal area$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- ...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 : Bay Area...Local areaShift work
$130k - $175k
...the ability to express ideas in a persuasive, organized, and articulate manner. Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams. Demonstrated aptitude for...Local areaMonday to FridayFlexible hours- ...to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury... ...professional media platforms Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned...
$10 per hour
...inventory financing, asset-based lending, term loans, and working capital products to Flexport clients. As Flexport Capital's Portfolio Manager, you will own the full lifecycle of the Capital customer base. You will grow exposures as businesses grow, and right size when...Flexible hours$140.3k - $177.4k
...successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Unregistered Performance Manager (PM) will work closely with Division Managers (DM) and Market Leaders (ML) to ensure effective development and execution of local strategies...Full timeWork at officeLocal areaFlexible hoursShift workDay shift- ...Our large venture capital client with over $10B in AUM is looking to hire a Fund Accounting Manager. This role will be based in San Francisco and in the office 1-3 days a week. You can choose your days, so flexibility is offered here. ROLE: Serve as the primary owner of...Work at office3 days per week1 day per week
$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
- hedge fund manager San Francisco, CA
- equity fund manager San Francisco, CA
- fixed income portfolio manager San Francisco, CA
- portfolio manager San Francisco, CA
- funding manager San Francisco, CA
- equity portfolio manager San Francisco, CA
- fund accounting manager San Francisco, CA
- strategic portfolio manager
- senior portfolio manager
- program portfolio manager

