Portfolio Director – Healthcare

🕒 April 21

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Penrod

WebsiteLinkedInAll Job Openings

51 - 200 employees

⚕️ Healthcare Insurance

☁️ SaaS

🏢 Enterprise

💰 Venture Round on 2022-02

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.

📋 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, particularly by enabling digital transformations at Health Care Providers (HCPs). • 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 track record of driving client retention and successfully leading a large portfolio that resulted in recurring business and long-term customer partnerships. • Demonstrated success in driving account revenue growth and identifying expansion opportunities within a portfolio of customers. • Experience in establishing accountability with a delivery team, including effective delegation, setting aggressive objectives, and holding team members accountable to end goals. • Experience in leading customer digital transformations and ensuring initiative success, particularly at Health Care Providers (HCPs). • Experience managing initiative financials and achieving margin targets, combined with the detail-oriented focus necessary to ensure healthy team operations (e.g., establishing and tracking KPIs).