Senior Solution Portfolio Manager, Financial Services

Box • New York, NY

1d • Hybrid

About The Position

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia.
By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift.
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

• This role is also eligible for equity and benefits.
• For more information on benefits, check out our healthcare benefits and additional Box Benefits + Perks.

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