Client Portfolio Manager – Medical Device Services

Eurofins•San Jose, CA
•$80,000 - $120,000

About The Position

The Client Portfolio Manager (CPM) manages and grows a portfolio of medical device testing and consulting programs across Eurofins Medical Device Services. The role links Business Development and Operations, translating client objectives into well-executed programs that deliver high-quality outcomes and financial performance. The CPM owns day-to-day portfolio performance, supports account growth, and drives structured project execution. The position builds on project and operational experience, with increasing responsibility for client relationships, financial oversight, and cross-functional leadership. Success requires strong execution, developing business acumen, organization in complex environments, proactive risk management, and coordination across teams.

Requirements

  • Bachelor’s degree in Engineering, Business, or Life Sciences.
  • 5 to 8 years of experience in a medical device, laboratory services, or consulting environment.
  • Experience managing projects or programs across cross-functional teams.
  • Exposure to client-facing roles, account coordination, or portfolio management.
  • Strong project management skills across planning, execution, and tracking.
  • Familiarity with structured methodologies and tools.
  • Understanding of financial tracking, forecasting, and margin fundamentals.
  • Organized and execution-focused, with the ability to manage multiple priorities.
  • Strong communication skills with technical and non-technical stakeholders.
  • Collaborative, with the ability to influence across functions.
  • Proactive problem-solving skills and attention to detail.
  • Data-driven mindset and ability to interpret and act on performance metrics.
  • Adaptability in evolving environments, with a focus on continuous improvement.

Nice To Haves

  • Experience supporting proposals, scoping, or pricing discussions.
  • Working knowledge of medical device standards and frameworks such as ISO 13485, ISO 14971, ISO 10993, and 21 CFR 820.

Responsibilities

  • Support development and execution of account plans in collaboration with senior CPMs and Business Development.
  • Build working relationships with client stakeholders and support regular communication cadences.
  • Identify opportunities to expand services across testing and consulting capabilities.
  • Contribute to pricing, scoping, and service packaging discussions with internal stakeholders.
  • Lead planning, execution, monitoring, and closeout of assigned projects and programs.
  • Serve as a primary point of contact for clients on day-to-day program execution.
  • Translate technical and operational information across cross-functional teams.
  • Maintain portfolio tracking tools, timelines, risk logs, and action registers.
  • Coordinate with laboratory and consulting teams to ensure work progresses according to scope and timelines.
  • Monitor scope, schedule, risk, and quality across the assigned portfolio.
  • Ensure compliance with contractual requirements and internal processes.
  • Manage project documentation, including protocols, change orders, meeting minutes, and deliverables.
  • Facilitate client meetings, provide status updates, and escalate issues when needed.
  • Support client visits, audits, and operational reviews.
  • Track and manage project financials, including purchase orders, invoices, accruals, and forecasting.
  • Support financial performance through scope management and proactive issue resolution.
  • Maintain visibility into backlog and support conversion of awarded work into revenue.
  • Contribute to financial reporting and forecasting accuracy.
  • Manage client expectations and ensure consistent communication across programs.
  • Support proposal development, scope definition, and onboarding of new work.
  • Identify and communicate risks, opportunities, and client feedback to internal stakeholders.
  • Contribute to cross-sell and upsell opportunities within existing accounts.
  • Use CRM, LIMS, and BI tools to manage portfolio performance and reporting.
  • Support development and refinement of templates, dashboards, and workflows.
  • Identify opportunities to improve execution efficiency and data visibility.
  • Contribute to SOP development and standardization efforts.

Benefits

  • Comprehensive medical coverage options
  • Dental coverage options
  • Vision coverage options
  • Life insurance
  • Disability insurance
  • 401(k) with company match
  • Paid vacation
  • Paid holidays
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