Director of Portfolio Management

This is a fully remote position, open to applicants in California.

📋 Description

• Act as the main point of contact between Customer Success and various departments including Pricing, Revenue Operations, Product, GTM, VAS, Finance, Business Intelligence, Billing, and Operations.

• Convert portfolio management requirements into business specifications, process enhancements, operational workflows, and system upgrades.

• Spearhead cross-departmental initiatives aimed at portfolio expansion, pricing strategies, revenue maximization, customer loyalty, product uptake, and overall customer satisfaction.

• Enhance portfolio transparency through reporting, data governance, customer segmentation, business definitions, and performance metrics.

• Set up governance, prioritization, and accountability frameworks for portfolio-related projects.

• Manage Partner Stop Payment and Buyout initiatives.

• Detect and resolve revenue losses, billing discrepancies, operational shortcomings, and system constraints.

• Assist in pricing and billing enhancements that boost profitability, safeguard margins, and reinforce portfolio economics.

• Ensure that operational, process, and system modifications are effectively communicated, documented, tested, and prepared for frontline implementation.

• Create business cases, implementation strategies, and actionable recommendations.

• Provide leadership, mentorship, and development opportunities for team members.

⛳️ Requirements

• A Bachelor's Degree or equivalent experience.

• At least 10 years of professional experience.

• A minimum of 5-6 years in a managerial role.

• A Master's Degree in a related field from an accredited institution is a plus.

• Experience in the payments or technology sector is preferred.

• If based in the United States, must pass a drug test following a conditional offer.

• Ability to work remotely, with the position linked to Jeffersonville, Indiana or Los Angeles, California.

🏝️ Benefits

• A competitive salary and benefits package that acknowledges your contributions.

• Opportunities to enhance your skills and advance your career within a global organization.

• Access to learning, development, and practical experiences that broaden your knowledge.

• A supportive and inclusive team culture where your ideas and input are valued.

• Time to contribute through community and charitable efforts.

• A global employee assistance program to promote your wellbeing.

• Recognition through an international platform that honors your accomplishments.

• Annual Bonus Target: 20%.

• Annual Equity Target: 20%.