Senior Director, Portfolio Management

Role Description

The Senior Director of Portfolio Management leads the strategic direction, governance, and ongoing evolution of Trace3’s Services Portfolio across all services. This role defines portfolio vision working with Trace3 Business Unit and Service leadership teams, establishes governance and standards, builds out sales enablement and ensures offerings drive measurable business impact and align with Trace3’s long-term growth strategy.

As a senior leader, this role builds and maintains the portfolio governance model, oversees the full lifecycle of new and existing offerings, and ensures seamless alignment across Sales, Delivery, Engineering, Finance, Marketing, and other key stakeholders. The Senior Director drives organizational clarity, accelerates speed to market, and ensures every offering is financially sound, operationally scalable, and competitively positioned.

This leader provides direction, mentorship, and development for the portfolio management and sales enablement team, ensuring Trace3’s services remain relevant, profitable, easy to sell, and strategically differentiated.

Qualifications

• Bachelor’s degree in business, product management, technology, or related field required
• Advanced degree (MBA or equivalent) preferred
• 10+ years of experience in portfolio management, product management, services strategy, or offering management
• Experience working in technology services, consulting, or systems integrator environment
• Proven ability to lead, manage, and develop high-performing portfolio managers, analysts, or enablement teams
• Strong familiarity with service catalog design, pricing models, financial analysis, and offering lifecycle governance
• Strong financial and business acumen with a deep understanding of services profitability, margin models, and portfolio KPIs
• Proficiency with enterprise business systems (CRM, ERP, PSA, pricing/scoping tools) and data analysis/reporting tools
• Demonstrated success leading cross-functional initiatives across Sales, Delivery, Finance, and Marketing
• Ability to build alignment across organizational levels and influence stakeholders without direct authority
• Skilled in strategic planning, long-term portfolio visioning, and translating strategy into structured execution
• Highly adept at navigating conflict, resolving competing priorities, and driving consensus in complex environments
• Expertise in process improvement, change management, and operational standardization at scale
• Highly organized, detail-oriented, with strong prioritization skills in fast-paced, dynamic environments
• Ability to manage multiple initiatives simultaneously while maintaining clarity, structure, and momentum
• Exceptional written, verbal, and presentation skills, including comfort presenting to senior leaders

Requirements

• Own the services portfolio end-to-end, including administration, governance, lifecycle management, enablement, and continuous evolution.
• Partner with Business Unit, Services, Sales, Finance, Marketing, and Delivery leadership to define portfolio strategy, long-term vision, priorities, and success metrics.
• Establish and maintain a portfolio governance model to ensure alignment, accountability, and consistent decision-making across all services.
• Guide portfolio direction using client demand, competitive insights, financial objectives, and delivery capability.
• Lead and develop a high-performing portfolio management and enablement team.
• Align team structure and capabilities with the future needs of the services portfolio.
• Foster a culture of ownership, collaboration, continuous improvement, and innovation.
• Lead the full lifecycle of service offerings from concept and launch through performance management, enhancement, and retirement.
• Prioritize the offering roadmap based on market opportunity, scalability, profitability, and strategic alignment.
• Drive portfolio standardization and strategic cohesion across all service areas (Cloud, Security, Data & Analytics, AI, Contact Center & Collaboration, Managed Services, and Consulting).
• Govern pricing frameworks, service packaging, lifecycle status, and financial thresholds in partnership with Sales, Finance, and Delivery leadership.
• Ensure offerings meet operational readiness, profitability, and market relevance standards.
• Provide leadership for go-to-market readiness, partnering with Sales and Marketing on positioning, launch planning, enablement, and internal communications.
• Establish portfolio performance reporting across revenue, gross profit, growth trends, pipeline health, attach rates, and lifecycle status.
• Influence and align leaders across the organization to resolve roadblocks, accelerate execution, and drive shared priorities.

Benefits

• Comprehensive medical, dental and vision plans for you and your dependents
• 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
• Competitive Compensation
• Training and development programs
• Major offices stocked with snacks and beverages
• Collaborative and cool culture
• Work-life balance and generous paid time off