Portfolio Director

2 days ago

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $160k - $200k / year

⏰ Full Time

🔴 Lead

👔 Director

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Penrod

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Healthcare Insurance • SaaS • Enterprise

Penrod is a leading Salesforce implementation, advisory, and managed services partner that specializes in the healthcare and life sciences sectors. They provide tailored solutions using Salesforce products such as Health Cloud, Sales Cloud, Experience Cloud, and more to help healthcare providers, medical device companies, pharmaceuticals, and insurance companies enhance their customer engagement and streamline business processes. Penrod is recognized for solving complex healthcare challenges with Salesforce, making them a trusted partner for providers, medtech, pharma, and laboratories. With a strong focus on healthcare, Penrod aims to deliver exceptional experiences through robust and custom Salesforce solutions. Their expertise is proven across the entire care ecosystem.

51 - 200 employees

⚕️ Healthcare Insurance

☁️ SaaS

🏢 Enterprise

💰 Venture Round on 2022-02

📋 Description

• Own Strategic Customer Success & Growth: Serve as the primary point of accountability for your portfolio, focused on client retention, driving strategic growth, and cultivating deep, long-term partnerships. • Establish Team Accountability & Metrics: Establish clear guiding principles and aggressive metrics for the delivery team, ensuring accountability and disciplined execution to achieve both customer and company objectives. • Drive Account Revenue Growth: Identify and strategize expansion opportunities and lead change management, collaborating with Sales and Account Managers to secure additional work and increase profitability. • Delegate Effectively and Validate Achievement: Assign responsibilities strategically, empowering team members to execute while maintaining strict accountability for achieving end goals and validating achievement against established objectives. • Ensure Operational Excellence: Define, monitor, and enforce team operational health by establishing KPIs, tracking progress, and ensuring alignment between team efforts and customer success outcomes.

🎯 Requirements

• 5+ years of experience leading and managing a high-performing professional services organization or large delivery function • Proven P&L accountability • Expertise in managing portfolio profitability (including resource utilization and gross margin) • Mastery of the full project lifecycle from scoping and contract negotiation to risk mitigation • Current Salesforce Certified Professional designation • Proven success leading large-scale Salesforce-enabled digital transformations, guiding complex architecture, and leveraging an established network within the HLS or wider Salesforce community.

🏖️ Benefits

• 100% employer-paid medical, dental, and vision premiums for eligible employees • Employer-paid short-term disability • Unlimited PTO • Volunteer Time Off • 10 company holidays • 401k + 4% Company Match + No Vesting Period • Monthly wellness and phone stipends • Training cost coverage • Paid parental leave for birthing and non-birthing parents • Annual company get-together — Penrod Palooza!