Director of Portfolio Management Enablement
About The Position
The Director of Portfolio Management Enablement leads activities that support the 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 requirements into operational processes and system enhancements, 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 addresses revenue leakage, billing gaps, operational inefficiencies, and system limitations. The role also supports pricing and billing enhancements, prepares business cases and implementation recommendations, ensures changes are ready for frontline execution, and leads, coaches, and develops team members.
Requirements
- Bachelor's degree or relevant experience.
- Minimum of 10 years of experience.
- Related professional experience, including a minimum of 5–6 years of experience in a managerial position.
Nice To Haves
- Master's degree.
- Related field of study from an accredited university.
- Prior payments or technology industry experience.
Responsibilities
- Serve as the primary liaison between Customer Success and partner organizations to support portfolio priorities and strategic initiatives.
- Translate Customer Success and portfolio management needs into business requirements, process improvements, operational workflows, and system enhancements.
- Lead cross-functional initiatives focused on portfolio growth, pricing actions, revenue optimization, customer retention, product adoption, and customer experience improvements.
- Partner with Business Intelligence, Data Architecture, and reporting teams to improve portfolio visibility through reporting, data governance, customer segmentation, business definitions, and performance measurement.
- Establish governance, prioritization, and accountability processes for portfolio initiatives.
- Oversee Partner Stop Payment and Buyout programs, including operational governance, process optimization, business requirements, automation opportunities, and stakeholder alignment.
- Identify and address revenue leakage, billing process gaps, operational inefficiencies, and system limitations affecting portfolio performance and customer outcomes.
- Partner with Pricing, Finance, Revenue Operations, and Billing teams on pricing and billing enhancements that improve profitability, protect margins, and strengthen portfolio economics.
- Ensure back-office operational, process, and system changes are communicated, documented, tested, and ready for frontline execution.
- Develop business cases, implementation plans, and recommendations supporting portfolio priorities, operational improvements, and revenue-enhancing initiatives.
- Provide leadership, coaching, and development to team members and foster collaboration, accountability, continuous improvement, and operational excellence.
- Perform other duties as assigned.
Benefits
- Competitive salary and benefits package.
- Opportunities to grow skills and build a career within a global business.
- Access to learning, development, and on-the-job experiences.
- Supportive, inclusive team environment.
- Time to participate in community and charity initiatives.
- Global employee assistance program.
- Recognition through a global platform.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
