Senior Solution Portfolio Manager, Financial Services

Box • Seattle, WA

12d • Onsite

About The Position

Box is the Content Cloud: the secure, intelligent platform that powers how the world’s best companies work with content. Our customers in Financial Services run mission‑critical, regulated workflows on Box— from KYC/AML and lending ops . We’re investing in a solutions portfolio that packages repeatable, industry‑grade workflows to accelerate adoption and deliver measurable outcomes. We’re looking for a Solutions Product Leader to define, build, and scale customer‑abstracted solutions for Financial Services (FS). You will translate real customer signals into repeatable designs, lead cross‑functional teams to bring them to market, and manage the portfolio with rigor so our customers adopt faster and realize more value.

Requirements

• 5 plus years hands‑on experience in Financial Services workflows. FS examples: KYC/AML, client onboarding, lending operations, compliance, risk.
• Deep understanding of core Banking workflows, best practices, and industry tech stack.
• Background in implementation consulting, solutions architecture, product/program management, or industry operations with systems/process ownership.
• Proven ability to translate complex workflows into scalable solution definitions, clear specs, and system requirements.
• Track record leading multi‑disciplinary initiatives with technical and non‑technical stakeholders; comfortable running multiple concurrent tracks.
• Strong written clarity for specifications, definitions, and portfolio documentation; skilled at simplifying complexity.
• Data‑driven operator with experience managing KPIs such as pipeline influence, win rate, cycle time, deal size, ARR/AI consumption, WAUs, and time‑to‑adoption.
• Familiarity with enterprise SaaS in regulated contexts, integration patterns/APIs, metadata models, and IDP/AI (classification, extraction, redaction).

Nice To Haves

• Experience with partner delivery models or professional services; exposure to FINRA/SEC, GxP, FDA, or similar regulatory frameworks.

Responsibilities

• Intake and synthesize signals from customer conversations, field feedback, and SE demos to identify and size high‑impact solution opportunities.
• Provide vertical expertise on FS best practices and design compliant, customer‑abstracted solution blueprints and Bills of Materials.
• Lead cross‑functional, scrum‑like workstreams with Product, PMM, SEs, Services/Consulting, and Partners to build, package, and launch solutions.
• Define and prioritize the solution backlog; make data‑driven decisions on tiering, scaling, maintenance, and pruning across the portfolio.
• Partner with Services to create implementation packages that accelerate time‑to‑adoption and ensure consistency in delivery.
• Monitor adoption, pipeline influence, win rate, cycle time, deal size, ARR/AI consumption, WAUs, and time‑to‑adoption; course‑correct based on insights.
• Close the loop with Product by documenting functionality gaps, repeatable patterns, and proposed specs for productization.
• Champion regulated workflow requirements and integration patterns across APIs, metadata models, and IDP/AI use cases.

Benefits

• Box lives its values, with community and in-person collaboration being a core part of our culture.
• Boxers are expected to work from their assigned office a minimum of 3 days per week.
• At Box, we believe unique and diverse experiences benefit our culture, our products, our customers, our company, and our world.
• We aim to recruit a passionate, high-performing workforce that reflects the world we live in.
• Box strives to respect the dignity and ‎‎independence of people with disabilities and is committed to giving them the same ‎‎opportunity to succeed as all other employees.
• Inclusiveness is core to our culture at Box, and we strive to ensure you get the most from your interview experience.
• Box makes reasonable accommodations for applicants with disabilities.
• Box is committed to fair and equitable compensation practices.
• This role is also eligible for equity and benefits.
• For more information on benefits , check out our healthcare benefits and additional Box Benefits + Perks .
• In accordance with OFCCP compliance, here is the Pay Transparency Provision .

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees