Senior Director, Portfolio Management

🕒 Yesterday

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Trace3

501 - 1000 employees

🤖 Artificial Intelligence

🔒 Cybersecurity

☁️ SaaS

💰 Private Equity Round on 2017-06

Artificial Intelligence • Cybersecurity • SaaS

Trace3 is an IT consulting organization specializing in AI, data, cloud, and cybersecurity solutions. Founded 20 years ago, the company focuses on empowering organizations to adapt to the evolving IT landscape by providing strategic consulting services and innovative solutions. Trace3 has a strong presence in the technology consulting space, with partnerships in areas such as artificial intelligence, data analytics, cloud solutions, and security consulting. They aim to help businesses run, grow, and transform by leveraging cutting-edge technology to drive results in the data-driven economy. Trace3 is also involved in cloud migration, AI data readiness, and venture capital relations to offer a holistic technology consulting experience.

📋 Description

• 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). • Lead initiatives to modernize how services are designed, packaged, positioned, and scaled. • 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. • Ensure offerings are accurately represented across enterprise systems, including the service catalog, pricing tools, and financial platforms. • Provide leadership for go-to-market readiness, partnering with Sales and Marketing on positioning, launch planning, enablement, and internal communications. • Oversee development of consistent GTM collateral, service briefs, scoping guides, sales tools, and field enablement materials. • 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. • Enable data-driven decision-making through transparent metrics, standardized reporting, and disciplined operating rhythms. • Influence and align leaders across the organization to resolve roadblocks, accelerate execution, and drive shared priorities. • Establish operating rhythms, processes, and communication structures that increase cohesion, speed, and accountability across service teams. • Drive adoption of standardized frameworks and templates that enable scale and predictability. • Act as a trusted advisor to senior leadership, shaping broader services and go-to-market strategy.

🎯 Requirements

• 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

• 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

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