In This Role
The Program and Portfolio Manager will support operational excellence for a global customer success and business solutions organization. This individual will establish consistent project and portfolio management practices, provide hands-on support to initiative leaders, and maintain a clear, integrated view of priorities, milestones, deliverables, dependencies, risks, and decisions.
In this role, you will build structure in a complex, cross-functional environment by implementing standardized planning and governance processes, managing portfolio intake and prioritization, and producing reliable, leadership-ready reporting. You will partner with senior leaders, program owners, functional stakeholders, and technology teams to improve delivery predictability, surface blockers early, and ensure that initiatives remain aligned with organizational priorities.
You will also use productivity, reporting, and AI-enabled analysis tools to streamline status consolidation, identify trends, and develop decision-ready executive narratives.
Responsibilities
- Design, implement, and manage an end-to-end intake and triage process for program and portfolio requests.
- Facilitate recurring portfolio prioritization discussions with leaders and stakeholders to clarify objectives and assess capacity.
- Develop and maintain standardized project-management artifacts, including project charters, success criteria, work-back plans, milestones, RACIs, and RAID logs.
- Build and maintain integrated project and portfolio plans covering deliverables, dependencies, critical-path activities, and risks.
- Provide day-to-day program and project management support, including meeting facilitation, action tracking, and stakeholder communication.
- Establish and manage governance rhythms, including portfolio reviews, project health reviews, and leadership updates.
- Produce weekly and monthly portfolio reporting that communicates progress, initiative health, and cross-functional dependencies.
- Develop leadership-ready scorecards, executive narratives, and decision briefs using consistent data.
- Support annual and in-year planning by consolidating priorities and establishing measurement baselines.
- Create and maintain a program-management playbook containing standard operating procedures and templates.
Required Qualifications
- Five or more years of experience in program management, project management, portfolio management, or business operations.
- Proven ability managing multiple concurrent initiatives in a complex, cross-functional environment.
- Experience developing work-back plans, project schedules, critical paths, and dependency views.
- Strong knowledge of project governance, RAID management, and change control.
- At least three years of experience developing portfolio reporting and executive-level communications.
- Strong hands-on proficiency with Microsoft Excel or similar spreadsheet and analysis tools.
- Experience using Power BI or comparable business-intelligence and dashboarding platforms.
- Experience using SharePoint, Teams, or similar collaboration and document-management platforms.