Sr. Portfolio Manager

Community Coffee•Frisco, TX

1d•Onsite

About The Position

The Senior Portfolio Manager is responsible for leading the strategic direction, portfolio planning, and financial performance architecture of Community Coffee’s Coffee Service Division (CSD). This role is accountable for developing long-term portfolio and channel strategies that drive profitable growth across Coffee Service customers and routes to market. This role owns portfolio strategy, innovation prioritization, lifecycle discipline, and financial planning for the division, ensuring alignment between product strategy, channel opportunity, and operational execution. Working closely with Sales, Finance, and Operations, this role establishes the strategic framework that guides portfolio investment, pricing architecture, and innovation priorities across the Coffee Service business. Success in this role requires strong financial acumen, structured strategic thinking, and the ability to translate complex market dynamics into clear, actionable portfolio strategies that enable sustainable growth and margin expansion.

Requirements

Bachelor’s degree in Business, Finance, Marketing, or related field required; MBA preferred.
8+ years of experience in portfolio management, commercial strategy, finance, or senior CPG/foodservice roles.
Demonstrated ownership of full P&L performance within complex or high-revenue channels.
Advanced financial acumen with expertise in multi-year planning, margin governance, pricing architecture, and RGM strategy.
Proven ability to manage margin volatility and make decisive, data-backed portfolio rationalization decisions.
Experience leading cross-functional alignment across Sales, Supply Chain, Marketing, Finance, and Equipment teams.
Strong executive presence with ability to present to ELT and influence high-stakes commercial decisions.
Demonstrated ability to operate independently in highly visible, performance-driven environments.
Internal Only: Experience with Community Coffee, even if unrelated, may fulfill this requirement at the discretion of the hiring manager with approval from Human Resources
Ability to manage margin volatility without reactive decision making
Confidence to push back on Sales while preserving partnership
Strong cross functional leadership in environments with competing priorities
Ownership mindset for forecast accuracy and financial outcomes
Decisiveness in SKU rationalization and portfolio tradeoffs
Long range strategic thinking paired with operational discipline
Executive presence and comfort operating with ELT visibility

Nice To Haves

MBA preferred.

Responsibilities

Lead development of the Coffee Service Division’s annual and multi-year portfolio strategy aligned to enterprise growth objectives.
Identify portfolio expansion opportunities, category gaps, and margin improvement levers across Coffee Service channels.
Translate market, customer, and financial insights into portfolio priorities and structured growth strategies.
Establish portfolio guardrails for mix optimization, innovation investment, and lifecycle discipline.
Own portfolio financial planning, including revenue, margin, mix, and investment assumptions.
Lead development of annual business plans including forecasting, competitive analysis, and strategic gap assessment.
Monitor portfolio performance and recommend corrective actions to maintain revenue, mix, and margin targets.
Partner with Finance and Sales to drive forecast accuracy and disciplined portfolio financial management.
Evaluate portfolio economics including price-pack architecture, mix shifts, and margin drivers to improve profitability.
Lead portfolio innovation strategy and pipeline prioritization aligned to enterprise growth objectives.
Identify and develop new product opportunities, renovation initiatives, and whitespace platforms.
Drive disciplined lifecycle management across Coffee Service products and equipment programs.
Evaluate SKU performance and make data-driven recommendations for portfolio expansion, optimization, or discontinuation.
Ensure innovation initiatives align with portfolio economics, margin expectations, and channel strategy.
Serve as a strategic connector across Sales, Finance, Supply Chain, Marketing, and Operations.
Align portfolio strategy with customer strategy and go-to-market priorities.
Partner with Key Accounts and Execution leaders to translate portfolio strategy into effective commercial plans.
Align cross-functional teams to ensure execution of portfolio initiatives and financial objectives.
Monitor category trends, competitive activity, and evolving customer needs across Coffee Service channels.
Leverage internal and external data to inform portfolio strategy and investment decisions.
Identify opportunities to expand distribution, improve mix, and strengthen portfolio relevance across channels.
Translate market insights and financial analysis into portfolio recommendations that drive profitable growth.
Provide strategic portfolio leadership across the Coffee Service Division.
Influence cross-functional partners to support disciplined portfolio decisions and financial performance.
Serve as a subject matter expert on portfolio performance, pricing architecture, and lifecycle strategy.
Support the development of portfolio management capabilities across the division.
May be asked to perform additional duties as necessary.