Lead Portfolio Manager

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

📋 Description

• Assist with daily portfolio operations for the Enterprise Software Quality Engineering Center of Excellence.

• Organize leadership reviews, planning cycles, intake processes, and governance routines.

• Oversee operational intake and demand coordination, including tracking, assessment, prioritization, and routing.

• Ensure visibility into portfolio performance, delivery commitments, dependencies, risks, and operational challenges.

• Aid in organizational planning and prepare materials for portfolio reviews and executive decision-making.

• Direct budgeting, forecasting, financial planning, and expense management activities.

• Monitor budget-to-forecast-to-actual performance, analyze variances, identify risks and opportunities, and produce monthly executive reports.

• Create presentations, business cases, and supporting documents for leadership reviews, financial governance, planning cycles, and investment discussions.

• Collaborate with Finance, Procurement, and business leaders on budgets, investments, utilization, vendor spending, and operational efficiency.

• Assist with workforce planning, capacity management, and resource forecasting across associates, contractors, and suppliers.

• Monitor resource allocation trends and identify risks related to staffing, onboarding, skill gaps, succession planning, and delivery capacity.

• Facilitate the transition of resources from segment organizations into Quality Engineering COEs.

• Track financial and operational action items and follow up on commitments made by leadership.

• Manage executive communications, meeting preparations, decision logs, and follow-up actions.

• Lead supplier management, including performance reviews, contract compliance, service-level monitoring, risk management, and relationship management.

• Coordinate comprehensive RFP processes, encompassing requirements gathering, supplier evaluations, scoring, contract negotiations, and recommendations.

• Conduct financial, operational, and market research to inform strategic decisions, funding requests, workforce investments, and continuous improvement initiatives.

• Manage vendor reporting, performance reviews, action tracking, onboarding documentation, contract planning, renewals, and service delivery alignment.

• Develop and maintain operational reports, dashboards, scorecards, and presentation materials, including Power BI reporting.

• Consolidate and analyze financial, resource capacity, portfolio demand, organizational health, and transformation data.

• Identify trends, risks, and opportunities for enhancing operational performance and decision-making.

• Support communication planning, leadership updates, town halls, All Hands meetings, and organizational forums.

• Coordinate associate engagement, learning, culture, and organizational effectiveness programs.

• Collaborate with Human Resources and leadership on onboarding, change management, and team engagement communications.

• Assist with enterprise quality transformation initiatives, strategic priorities, innovation, experimentation, and continuous improvement programs.

• Utilize AI tools and technologies to enhance productivity, quality, and operational efficiency.

• Coordinate strategic program plans, milestones, dependencies, risks, and reporting.

• Monitor organizational goals, initiatives, and action plans while ensuring accountability for outcomes.

• Measure and communicate program value, organizational impact, and business outcomes.

• Facilitate onboarding and integration for resources transitioning into Quality Engineering COEs.

• Manage transition planning, communications, access, role alignment, and operational readiness.

• Track onboarding progress, identify risks or obstacles, and assist with issue resolution.

• Standardize onboarding and integration practices.

⛳️ Requirements

• Bachelor’s degree in Management, Finance, Business or Information Technology, or a related field.

• 5+ years of experience in budgeting, forecasting, financial tracking, or resource planning processes.

• 5+ years of experience in portfolio management, technology business operations, program management, strategic planning, workforce planning, or related fields.

• 3+ years of experience supporting technology organizations, business operations teams, portfolio functions, or transformation initiatives.

• Proven experience in developing reports, dashboards, scorecards, and executive presentation materials.

• Experience coordinating with multiple stakeholders in a matrixed environment.

• Strong analytical, organizational, and problem-solving abilities.

• Excellent written and verbal communication skills, including the ability to communicate effectively at the executive level.

• Capability to manage multiple priorities with a high degree of accuracy, professionalism, and responsiveness.

• Preferred: experience in Quality Engineering, Software Engineering, Platform Engineering, DevOps, Enterprise Architecture, or Technology Operations organizations.

• Preferred: familiarity with vendor management, managed service operations, or strategic partner governance.

• Preferred: experience in healthcare, insurance, financial services, or another highly regulated industry.

• Preferred: experience with workforce onboarding, organizational transition planning, or change management initiatives.

• Preferred: knowledge of Agile, Lean Portfolio Management, SAFe, DevOps, CI/CD, and product operating models.

• Preferred: familiarity with portfolio, reporting, and work management tools such as Azure DevOps, dashboards/reporting platforms, and collaboration tools.

• Preferred: PMP, SAFe, Lean, or related certification.

• Preferred: experience supporting executive-level strategic initiatives and business operations for large enterprise teams.

• Minimum download speed of 25 Mbps and upload speed of 10 Mbps for home internet connectivity.

• Ability to work from a dedicated space free from ongoing interruptions to safeguard member PHI/HIPAA information.

🏝️ Benefits

• Bonus incentive plan based on company and/or individual performance.

• Medical benefits.

• Dental benefits.

• Vision benefits.

• 401(k) retirement savings plan.

• Paid time off.

• Company holidays.

• Personal holidays.

• Paid parental leave.

• Paid caregiver leave.

• Short-term disability.

• Long-term disability.

• Life insurance.

• Wellness and smart healthcare decision support.

• Remote work arrangement.

• Dedicated home workspace support for protecting member PHI/HIPAA information.