Senior Director, Portfolio Management

Trace3

Senior Director of Portfolio Management leading strategic direction of Trace3’s services portfolio. Collaborating with key stakeholders for governance, lifecycle management, and ongoing evolution of services.

Posted 5/18/2026full-timeRemote • Illinois • 🇺🇸 United StatesSenior💰 $200,000 - $220,000 per yearWebsite

Tech Stack

Tools & technologies

CloudERP

About the role

Key responsibilities & impact

Own the services portfolio end-to-end, including administration, governance, lifecycle management, enablement, and continuous evolution.
Partner with Business Unit, Services, Sales, Finance, Marketing, and Delivery leadership to define portfolio strategy, long-term vision, priorities, and success metrics.
Establish and maintain a portfolio governance model to ensure alignment, accountability, and consistent decision-making across all services.
Guide portfolio direction using client demand, competitive insights, financial objectives, and delivery capability.
Lead and develop a high-performing portfolio management and enablement team.
Align team structure and capabilities with the future needs of the services portfolio.
Foster a culture of ownership, collaboration, continuous improvement, and innovation.
Lead the full lifecycle of service offerings from concept and launch through performance management, enhancement, and retirement.
Prioritize the offering roadmap based on market opportunity, scalability, profitability, and strategic alignment.
Drive portfolio standardization and strategic cohesion across all service areas (Cloud, Security, Data & Analytics, AI, Contact Center & Collaboration, Managed Services, and Consulting).
Govern pricing frameworks, service packaging, lifecycle status, and financial thresholds in partnership with Sales, Finance, and Delivery leadership.
Ensure offerings meet operational readiness, profitability, and market relevance standards.
Drive adoption of standardized sales motions and enablement pathways to support scalable growth.
Establish portfolio performance reporting across revenue, gross profit, growth trends, pipeline health, attach rates, and lifecycle status.
Lead regular portfolio performance reviews, identifying trends, risks, and opportunities for investment, enhancement, or rationalization.
Influence and align leaders across the organization to resolve roadblocks, accelerate execution, and drive shared priorities.

Requirements

What you’ll need

Bachelor’s degree in business, product management, technology, or related field required
Advanced degree (MBA or equivalent) preferred
10+ years of experience in portfolio management, product management, services strategy, or offering management
Experience working in technology services, consulting, or systems integrator environment
Proven ability to lead, manage, and develop high-performing portfolio managers, analysts, or enablement teams
Strong familiarity with service catalog design, pricing models, financial analysis, and offering lifecycle governance
Strong financial and business acumen with a deep understanding of services profitability, margin models, and portfolio KPIs
Proficiency with enterprise business systems (CRM, ERP, PSA, pricing/scoping tools) and data analysis/reporting tools
Demonstrated success leading cross-functional initiatives across Sales, Delivery, Finance, and Marketing
Ability to build alignment across organizational levels and influence stakeholders without direct authority
Skilled in strategic planning, long-term portfolio visioning, and translating strategy into structured execution
Highly adept at navigating conflict, resolving competing priorities, and driving consensus in complex environments
Expertise in process improvement, change management, and operational standardization at scale
Highly organized, detail-oriented, with strong prioritization skills in fast-paced, dynamic environments
Ability to manage multiple initiatives simultaneously while maintaining clarity, structure, and momentum
Exceptional written, verbal, and presentation skills, including comfort presenting to senior leaders.

Benefits

Comp & perks

Comprehensive medical, dental and vision plans for you and your dependents
401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
Competitive Compensation
Training and development programs
Major offices stocked with snacks and beverages
Collaborative and cool culture
Work-life balance and generous paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio managementproduct managementservices strategyoffering managementfinancial analysisservice catalog designpricing modelsdata analysisoperational standardizationprocess improvement

Soft Skills

leadershipcollaborationstrategic planninginfluenceconflict resolutionprioritizationorganizationcommunicationteam developmentproblem-solving

Certifications

Bachelor’s degreeMBA or equivalent