Senior Portfolio Manager

The Senior Portfolio Manager serves as a strategic advisor and portfolio governance lead for an assigned set of client portfolios, partnering directly with client leadership teams and cross-functional stakeholders within the company to ensure consistent delivery, accurate portfolio reporting, and proactive risk management.

This role owns portfolio-level cadence and outputs for assigned accounts (e.g., dashboards, executive updates, and governance materials) and is accountable for surfacing risks, aligning internal teams to client expectations, and driving corrective action through defined escalation paths.

Authority: The Senior Portfolio Manager may set portfolio reporting standards, require timely updates from internal project teams, approve portfolio-level reporting content and client-ready materials, and recommend staffing and prioritization changes; contract terms, pricing, and final commercial decisions remain with Sales/Service leadership, and exceptions to scope, resourcing, or delivery commitments are escalated to appropriate department leadership.

Success Measures: Portfolio reporting is delivered on an agreed cadence with complete and accurate data; risks and escalations are identified early and documented with clear owners and due dates; portfolio dashboards enable decision-making and reduce avoidable delivery friction; and assigned accounts demonstrate strong renewal/retention support through consistently high-quality client engagement.

In close partnership with the Sales and Service Departments, this role contributes to a variety of initiatives aimed at driving revenue growth across existing and new portfolios. This includes supporting research and targeting efforts for potential partnerships, participating in service vendor selection and management processes, and helping to design and implement enhanced project management tools and best practices.

Portfolio Management

Portfolio Leadership & Oversight

• Serve as the central point of coordination, strategy, and oversight for all services delivered across assigned client portfolios, ensuring a unified and consistent delivery approach.
• Provide clear, timely portfoliolevel updates-including performance trends, risks, milestones, and strategic recommendations-to internal and client stakeholders.

• Monitor project backlog, billings, and sales pipeline for projects and scopes within the portfolio.

Performance Monitoring & Reporting

• Lead systematic portfoliowide reporting, ensuring all data is complete, accurate, timely, and actionable for decisionmaking.
• Maintain and improve dashboards, trackers, and reporting mechanisms to support transparency and drive performance insights across the portfolio.

Project Manager Support & Escalation Management

• Serve as the primary escalation point for Project Managers and Accounting Resources for documentation and invoicing issues, unresponsive stakeholders, payment concerns, and risk-related concerns within the portfolio.
• Audit project management tools for completeness, quality, timeliness, and accuracy-reinforcing accountability across PMs and addressing gaps proactively.
• Offer strategic guidance and coaching to PMs to ensure consistent application of expectations, standards, and best practices.

Standardization, Tools & Process Development

• Lead efforts to standardize templates, documentation, workflows, and delivery practices to ensure consistency across the assigned portfolio.
• Promote adoption of consistent dataentry standards and ensure all trackers, files, and systems remain uptodate and high quality.
• Capture, refine, and share best practices, lessons learned, and process improvements to drive operational excellence across the portfolio.

Stakeholder Communication & Client Alignment

• Act as the portfolio-level liaison between the company and the client by setting communication cadence, clarifying priorities, and ensuring timely follow-through on open items.
• Communicate portfolio performance, risks, opportunities, and escalation needs proactively to strengthen client trust and support long-term satisfaction.

Operational Coordination & Internal Collaboration

• Facilitate quarterly client check-ins and biweekly internal alignment meetings to maintain operational clarity and ensure timely issue resolution.
• Collaborate with Sales and Service leadership on staffing needs, resource allocation, workload planning, and operational efficiencies across the portfolio.
• Ensure strong crossfunctional coordination with internal teams responsible for templates, dashboards, technology tools, and reporting frameworks.

Culture, Accountability & Excellence

• Promote a culture of accountability and high performance by reinforcing company standards and supporting PMs and delivery teams in consistent execution.

• Provide technical training and mentorship to colleagues within Service Departments.

Sales Strategy & Enablement

• Partner with Key Account Managers and Sales Leadership to drive research, targeting, and qualification of potential partnerships and portfolio prospects.
• Deliver research, analysis, and strategic insights that support the growth and expansion of existing client portfolios and key accounts.
• Provide strategic guidance on issues impacting the company's Key Accounts, escalating complex or highimpact commercial decisions to Sales and Service leadership as appropriate.
• Develop portfoliolevel insights and trend analyses that enable Key Account Managers and Sales Leadership to refine targeting strategies and identify highvalue market segments.
• Transform portfolio performance data into compelling, actionable sales narratives that support renewals, expansions, and competitive positioning.
• Collaborate with Marketing to produce clientready materials that showcase the company's portfolio management results, leveraging data and case studies from assigned accounts.
• Equip Key Account Managers and Sales Leadership for Quarterly Business Reviews by delivering risk assessments, opportunity analyses, and strategic recommendations.
• Identify crossportfolio patterns that signal emerging client needs and partner with Sales to shape new solutions or enhance existing offerings.

• Create repeatable salesenablement tools-such as portfolio scorecards, opportunity trackers, and clientvalue summaries-to improve internal alignment and accelerate sales cycles.

Vendor and/or Partner Management

• Partner with Sales and Service Leadership on 1099 service delivery subcontractor and/or business partner selection, onboarding, and ongoing management.
• Serve as vendor manager for all 1099 service delivery subcontractors.
• Lead the contracting process for all 1099 service delivery subcontractors and select business partners.
• Partner with Service Department Directors and Project Managers to track subcontractor performance, maintain timely invoice cycles (1099 to company; company to client), and align delivery expectations with company and client requirements.
• Review and approve all 1099 service delivery subcontractor invoices and select business partner invoices.

Strategic Initiatives

• Partner with the Senior Vice President of Operations on the design and implementation of a variety of internal strategic initiatives driving improvements in project and portfolio reporting, data standardization and technology enablement.
• Partner with the Senior Director of Customer Experience on the design and implementation of client retention and referral programs within the full range of service lines.
• Contribute project and subject matter content for social media, company website, and internal education, with a focus on the company's portfolio management capabilities and outcomes.
• Monitor internal and external market conditions, competitors, industry standards, and expansion opportunities to inform growth recommendations.
• Perform annual research activities to evaluate potential revenue streams and/or new markets and provide recommendations for areas of potential investment and growth.
• Partner with Sales and Service Leadership on the implementation of new service business lines, focusing specifically on ensuring seamless integration into current project management and service delivery methods.
• Support strategic planning and growth model development.