Portfolio Value Lead

Main Digital•Orlando, FL

About The Position

We are seeking a client-facing Portfolio Value Lead who brings structure, clarity, and business insight to the front end of the delivery lifecycle. This individual partners closely with client stakeholders to evaluate incoming requests, uncover the underlying business need, and ensure initiatives are aligned to strategic priorities before they enter delivery. The ideal candidate is equally comfortable facilitating executive conversations, conducting discovery, and translating complex business challenges into actionable opportunities. Successful candidates typically come from consulting, product management, portfolio management, or senior business analysis backgrounds and have a proven ability to bridge business and technical teams. You are naturally curious, comfortable navigating ambiguity, and skilled at helping organizations make informed investment decisions based on value, impact, and strategic alignment.

Requirements

5+ years of experience in consulting, business analysis, product management, portfolio management, or related discipline
Demonstrated ability to facilitate stakeholder discussions, gather requirements, and drive alignment across diverse audiences
Experience developing business cases, value assessments, investment recommendations, and prioritization frameworks
Strong understanding of demand management, intake processes, portfolio planning, and business process improvement
Ability to define measurable business outcomes and success criteria for strategic initiatives
Experience creating requirements documentation, process flows, user stories, or product requirement documents (PRDs)
Strong analytical thinking, problem-solving, and communication skills
Ability to effectively partner with both business and technical teams
Proficiency with Microsoft Office applications

Nice To Haves

Familiarity with data, analytics, business intelligence, or digital transformation initiatives
Experience working in Agile delivery environments
Exposure to Jira or similar work management platforms
Experience with SAFe, PI Planning, Lean Portfolio Management, or comparable scaled Agile frameworks
Prior client-facing consulting or advisory experience

Responsibilities

Serve as the primary intake and demand management lead for incoming business requests
Facilitate discovery sessions to define business problems, objectives, requirements, and success measures
Build lean business cases that support investment, prioritization, and funding decisions
Evaluate requests based on strategic alignment, business value, effort, risk, and resource requirements
Maintain a structured intake pipeline and ensure initiatives meet established entry criteria
Create and maintain requirements documentation, including problem statements, scope definitions, and success metrics
Partner with Solution Engineers to align business needs with technical approaches and delivery considerations
Provide leadership teams with insights and recommendations that support portfolio investment decisions
Coordinate the transition of approved initiatives into delivery and ensure teams receive complete business context
Support portfolio planning, prioritization, and governance activities
Identify opportunities to improve intake, prioritization, and demand management processes
Serve as a trusted advisor to client stakeholders on portfolio value realization and investment effectiveness