Billtrust

Director, Services Portfolio

Billtrust

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

About the role

  • Define and maintain the services portfolio strategy and multi‑quarter roadmap; prioritize investments using customer value, commercial impact, and delivery feasibility.
  • Lead portfolio lifecycle from ideation → launch → optimization → retirement; manage rationalization with data‑backed recommendations.
  • Establish and chair portfolio governance (stage gates, standards, approval forums); ensure compliance (data/privacy, legal/SOW, brand).
  • Own scoping and estimation methodology (LoE models, margin bands, risk buffers) and SOW quality standards across offerings and deal tiers.
  • Direct their team in discovery, solution design, demos/PoCs, integration and migration planning, and creation of customer‑ready SOWs.
  • Implement coaching and QA programs that reduce under‑scoped change orders and improve scoping accuracy and delivery readiness.
  • Partner with Services/Product Marketing to craft positioning, value propositions, messaging, and packaging/pricing for services.
  • Oversee creation and upkeep of datasheets, pitch decks, systems, product codes/attributes, and SOW language; ensure sales‑ready enablement assets.
  • Support launches and campaigns, internal enablement (office hours, playbooks, objection handling), and participation at customer events.
  • Run the operating cadence (deal reviews, estimation QA, SLA tracking, portfolio reviews); forecast capacity with Resource Management.
  • Partner with operations teams to maintain systems of record, performance dashboards, and analytics.

Requirements

  • 10+ years in Professional Services, Product/Portfolio Management, or Solutions/Pre‑Sales for B2B SaaS; 5+ years leading managers and senior ICs.
  • AI‑literate, with demonstrated experience using AI‑powered tools for market research, content generation, customer insights, workflow automation, and portfolio performance analysis—and ability to apply AI‑first approaches to streamline workflows and improve operational efficiency.
  • Proven track record building and optimizing services portfolios and leading pre‑sales solutioning/scoping at scale (enterprise + mid‑market).
  • Deep proficiency in GTM and launch execution, sales enablement, and creation of high‑impact content (datasheets, decks, playbooks, SOW language).
  • Data‑driven operator with command of service KPIs, pricing/margin mechanics, and forecasting; comfortable with PSA/CPQ/CRM tools.
  • Executive‑ready communication and cross‑functional influence; skilled at translating insights into crisp decisions and standards.
  • Experience packaging repeatable services offers and accelerators; partner ecosystem exposure.
  • Change management and enablement leadership across global teams.
  • Drive continuous improvement and innovation—standardization, automation, accelerators, and reusable templates that reduce time‑to‑scope.
Benefits
  • Work from Anywhere: Your home, a coffee shop, a company paid WeWork
  • A Culture that Lives its Values: Our values are not just words or window dressing, they guide our decisions - big and small - each and every day.
  • Flexible Working Hours: We support your lifestyle- the results are what count.
  • Open PTO: Work-life balance is important. We believe in giving our employees time to truly relax and recharge.
  • Sabbatical: A paid leave to reward longevity and commitment to Billtrust.
  • Paid Parental Leave: To promote parent-child bonding and increase gender equity at home and in the workplace.
  • Opportunities for Growth: Professional development can take many shapes. Join one of our seven ERGs or participate in our Mentor-Mentee, and Leadership development programs- we foster an environment where all employees can grow.
  • Recognition: From Billtrust Bucks and CEO Shoutouts to Culture Champion and CEO Excellence Awards, our employees are recognized for hard work and outcomes achieved.
  • Benefits: Medical, dental, vision, 401(k) with company match, short-term and long-term disability, flexible spending accounts, HSA, and life, cancer, and AD&D insurance.
  • Minimal Bureaucracy: An entrepreneurial environment of ownership and accountability allows you to get work done.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
portfolio managementservices portfolio strategyscoping and estimation methodologyAI-powered toolssales enablementdata-driven decision makingchange managementcontinuous improvementsolution designforecasting
Soft Skills
executive communicationcross-functional influencecoachingleadershiporganizational skillscustomer insights translationteam managementcollaborationproblem-solvinginnovation