Portfolio Manager
Insight Global
Build and maintain a portfolio management framework that aligns with the organization's strategic goals and objectives
Work closely with the Client Success Director to identify and prioritize technology programs and projects that support the clients' goals and objectives
Collaborate with business stakeholders to understand their portfolio needs and translate them into improvements in the portfolio and program management methodology; provide guidance and support to project team members
Conduct quarterly and annual planning with the business stakeholders to schedule and prioritize their program and project needs.
Monitor and report on the progress of technology programs and projects within the portfolio, ensuring they are delivered on time, within budget, and to the required quality standards; help to manage the portfolio budget, ensuring that resources are allocated effectively and efficiently; track value realization for our clients.
Develop and maintain relationships with key stakeholders, including business leaders, project sponsors, and technology vendors; identify and manage risks and issues within the portfolio, ensuring that appropriate mitigation strategies are in place
Communicate program status and risks to stakeholders and senior management, highlighting any areas of concern or opportunity for improvement; collaborate with program and project managers and support resources to ensure timely updates are available; own and be accountable to prioritize and complete deliverables to meet the standards of senior leadership
Provide governance and management of the intake pipeline and act as primary partner for the Customer Success Directors to capture, structure, align and plan business intake and match this intake with the IT supply functions' capacity; ensure consistent capturing and prioritization of the demand towards IT and regular alignment and prioritization of demand
Drive quarterly and annual planning with the clients, in conjunction with the Client Success Directors.
Required Skills & Experience Minimum five years of recent experience in portfolio management in a technology environment
Bachelor's degree from an accredited college/university in technology, business, finance or related field is preferred
Deep understanding of project management methodologies and tools; excellent influencing, negotiation, communication and stakeholder management skills; able to work collaboratively with cross-functional teams and manage multiple priorities; Ability to see the customers' point of have a service-oriented mindset
Strong analytical and problem-solving skills
Strong experience with ServiceNow Strategic Portfolio Management (SPM), PowerBI, and Excel. Experience with AI and prompt engineering preferred.
Must be able to prioritize, delegate and foster the development of high-performance teams to lead/support an environment driven by customer service and teamwork; Ability to work independently and as part of a team
Act with integrity, professionalism, and personal responsibility to uphold the firm's respectful and courteous work environment.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
$135k
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