Portfolio Manager
Doss
About Doss 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
- 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
- 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
- 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)
- 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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in San Francisco, CA vacancy
$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- ...Portfolio Manager III San Francisco, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...SuggestedWork experience placementWork at officeFlexible hoursShift workDay shift
- ...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...SuggestedWork experience placementWork at officeFlexible hoursShift workDay shift
$90k - $180k
Application Deadline:11/01/2026Address: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$135.6k - $300k
...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$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...Full timeContract workPart timeWork experience placementLocal areaShift work$97.6k - $188.4k
...Overview We are looking for a Senior Portfolio Manager GitHub Workplace who is dedicated and experienced with outstanding operational skills along with sound judgement to lead and be based out of the GitHub San Francisco office a gorgeous 60000 sq ft space. This role...Ongoing contractFull timeWork at officeLocal areaShift workNight shift$275k
...Real Estate Portfolio Manager San Francisco, CA About Anthropic Anthropic's mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group...Work at officeRelocationVisa sponsorshipFlexible hours- ...team members have what they need to do their best work — both in and out of the office. We are looking for a Staff Technology Portfolio Manager to build and run the single place IT trusts for portfolio status, ownership, and risk. IT runs roughly 100 concurrent programs...Work at officeLocal areaRemote workFlexible 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$155.19k - $299.39k
...right place. About the Role Production leadership required. Builder mindset non-negotiable. Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical AI specialists deploying Agentforce solutions inside complex customer environments. This...Immediate start$150k - $175k
...We are seeking an experienced Fund Manager to oversee fund accounting and financial reporting activities for a portfolio of investment funds. This individual will serve as a key point of contact for clients, ensuring accurate financial reporting, timely deliverables...Temporary work$90k - $180k
...existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in... ...-term financial performance in collaboration with Relationship Manager and business partners.Structures and supports new, renewal and...Full timeContract workPart timeWork experience placementWork at officeLocal 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...
- ...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...
$115k - $130k
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.San Francisco, CA | Monday-Thursday Onsite...$157.5k - $190.83k
...scripts, Q&A, and presentations, as well as conference materials, management briefings, and other public company communications.Manage... ...related area (investment banking, sell-side research, buy-side portfolio management).Bachelor's degree in related field, Master’s degree...Flexible hours$60k - $75k
Fund Accountant 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 responsibilities will include: Cash processing...Work at officeRemote work3 days per week$75k - $106.5k
...Hybrid - 4 days per week About New York Life Investment Management With over $800 billion in assets under management NYLIM is... ...division of New York Life Investment Management. NYL REI manages a portfolio in excess of $70 billion across real estate debt real estate...Full timeWork at officeLocal area- Security Assistant For Police Service This position serves as the Security Assistant for Police Service within the San Francisco Veterans Affairs Health Care System (SFVAHCS) with a primary purpose to monitor physical security equipment and systems.
- ...methods to protect information, personnel, property, facilities, operations, and materials Operate vehicle registration and visitor management programs Operate parking registration and photo identification equipment Issue and retrieve government keys and identification...Permanent employmentFull timeSeasonal workLocal areaRemote workRelocation package
$85k - $105k
...Real Estate Fund Accountant will work closely with the Accounting Manager and Controller to perform fund accounting for a variety of real... ...: Responsibilities: Analyzing cash for each investment portfolio Approving expenses for the fund Responding to investor...- ...Senior Vice President, Fund Controller About the Company Fast-growing family of companies managing real estate equity and credit funds. Industry Investment Management Type Privately Held About the Role The Company is seeking an SVP Fund Controller...
- ...with EMS/OMS platforms and API-based connectivity to trading systemsStrong interpersonal and communication skills, with experience managing client relationships and explaining technical/data-driven insights to non-technical stakeholdersAbility to integrate and...Full timeWork at officeLocal area
- Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-3 Days onsite | Base + Bonus + 100% paid benefits + Profit SharingJoin...
- ...information or questions regarding this listing.Fund Accounting Manager | Venture Capital Firm | San Francisco; Hybrid - 1-2 Days... ...entries, reconciliations, and monthly/quarterly closesMaintain portfolio investment activity, valuations, and statements of investmentsBuild...Flexible hours
$145k - $195k
Job Summary The Workplace Portfolio, Sr. Project Manager leads complex projects across BRG’s global workplace portfolio and owns defined programs that improve capital planning and project delivery. The role combines hands‑on responsibility for office expansions, relocations...For contractorsWork at officeLocal areaRelocation$16 - $19.5 per hour
...together as you will be doing badging. Good problem-solving skills Must possess great skills in the areas of people and conflict management with tact and discretion Must be flexible and possess the ability to function in stressful situations, while exercising good...Hourly payFull timeContract workTemporary workFlexible hoursShift work- ...neuroscience - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at Follow... ...X and YouTube. Job Description The National Portfolio Manager is a strategic partner to the National Lead, Oncology Nurse...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
Related searches
- portfolio manager San Francisco, CA
- hedge fund manager San Francisco, CA
- funding manager San Francisco, CA
- fixed income portfolio manager San Francisco, CA
- fund accounting manager San Francisco, CA
- equity fund manager San Francisco, CA
- equity portfolio manager San Francisco, CA
- senior portfolio manager
- commodity portfolio manager
- wealth management portfolio manager






