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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.
Job Responsibility:
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)
Lead initiatives to modernize how services are designed, packaged, positioned, and scaled
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
Ensure offerings are accurately represented across enterprise systems, including the service catalog, pricing tools, and financial platforms
Provide leadership for go-to-market readiness, partnering with Sales and Marketing on positioning, launch planning, enablement, and internal communications
Oversee development of consistent GTM collateral, service briefs, scoping guides, sales tools, and field enablement materials
Drive adoption of standardized sales motions and enablement pathways to support scalable growth
Establish portfolio performance reporting across revenue, gross profit, growth trends, pipeline health, attach rates, and lifecycle status
Lead regular portfolio performance reviews, identifying trends, risks, and opportunities for investment, enhancement, or rationalization
Enable data-driven decision-making through transparent metrics, standardized reporting, and disciplined operating rhythms
Influence and align leaders across the organization to resolve roadblocks, accelerate execution, and drive shared priorities
Establish operating rhythms, processes, and communication structures that increase cohesion, speed, and accountability across service teams
Drive adoption of standardized frameworks and templates that enable scale and predictability
Act as a trusted advisor to senior leadership, shaping broader services and go-to-market strategy
Requirements:
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
What we offer:
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