The Director of Portfolio Management Enablement leads activities that support execution of SMB portfolio priorities across Customer Success and key business partner organizations. The role serves as the primary liaison between Customer Success and teams including Pricing, Revenue Operations, Product, Finance, Business Intelligence, GTM, VAS, Billing, and Operations. It drives cross-functional initiatives, translates business needs into requirements and operational processes, improves portfolio visibility, and supports revenue growth, pricing, product adoption, and portfolio management initiatives. The director establishes governance, prioritization, and accountability for portfolio initiatives; oversees Partner Stop Payment and Buyout programs; and identifies revenue leakage, billing gaps, operational inefficiencies, and system limitations. The role partners with reporting and data teams to improve portfolio reporting, data governance, segmentation, definitions, and performance measurement. It also supports pricing and billing enhancements, prepares business cases and implementation plans, and ensures operational and system changes are communicated, documented, tested, and ready for frontline execution. The position provides leadership, coaching, and development to team members, fostering collaboration, accountability, continuous improvement, and operational excellence. Other duties may be assigned. The listed annual salary range is $160,000–$185,000, with an annual bonus target of 20% and annual equity target of 20%.
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Job Type
Full-time
Career Level
Director