Manager I, Solutions Portfolio

Manager I, Solutions Portfolio

Pay Range $115,000 - $125,000

Commission Eligible

POSITION PROFILE

The Solutions Portfolio Manager is an individual contributor responsible for decisioning, commercialization readiness, growth and execution across a portfolio segment of B2B software products and services. You lead execution across a matrixed organization, Sales, Operations/Delivery, Product, Finance, Enablement, and Support to ensure offerings are ready to transact, sell, service, and support covering a mix of Subscription software products or Business Process Services primarily in a mature or growth stage. built internally or resold from 3rd party partners.

The Solutions Portfolio Manager will manage a Portfolio of Document Management and Document Intelligence (Intelligent Document Processing) offerings

Job Duties and Responsibilities

- Drive sub-portfolio assigned segment; planning, governance recommendations, and lifecycle decisions (refresh, EOL, build/buy/partner).

- Oversee sub-portfolio performance analysis and reporting, measure financial outcomes, implement risk mitigation strategies, and drive corrective actions

- Accountable for execution, managing risks, and escalating issues early to protect launch dates and performance outcomes.

- Conduct MBRs and QBRs to ensure sub-portfolio transparency and financial alignment

- Gather voice of the customer feedback to inform portfolio decision making

- Advocate for portfolio services and solutions (internal and customer facing)

- Own business cases and portfolio prioritization for sub-portfolio

- Produce decision-ready inputs for stage gates and leadership reviews: readiness evidence, risks/issues, dependencies, and cost-to-serve impacts.

- Own readiness checklists and follow-through across transact/sell/service/support: ordering/provisioning prerequisites, pricing/packaging guardrails, onboarding flows, SLAs, enablement, and support handoffs.

- Cross‑Functional Alignment Across Matrixed Organization: Ensure Design, Operations, Sales, and Marketing are aligned to quarterly priorities and OKRs.

Expected outcomes (12 months)

- Drive Business Outcomes, Not Just Activity: Own the work through business planning and execution, measurable progress and concrete results; not just coordination, reporting, or process management.

- Segment revenue: Manage up to $150M portfolio of products and services.

- Financial Analysis: Monthly portfolio performance analysis and outcome tracking with risk mitigation strategies and corrective actions.

- Portfolio Growth: Increase YOY sub‑portfolio segment revenue annually.

- Margin Improvement: Implement programs that deliver gross‑margin improvement initiatives through packaging and cost optimization.

- Support Strategic Initiatives: Implement strategic initiatives through analysis, decision making, and execution processes, with minimal rework.

- OKR completion: ≥98% on-time completion.

- Operating cadence compliance: ≥98% on-time completion of planning, QBRs, and OKR cycles. Run operating cadence (MBRs/QBRs) with performance transparency; drive corrective actions across portfolio assigned segment financials and serviceability.

- Commercialization readiness: 100% of launches meet transact/sell/service/support readiness gates; measurable reduction in post-launch readiness defects/escalations.

QUALIFICATIONS (Education, Experience, and Certifications)

- Bachelor’s degree or equivalent experience required

- 5+ years with demonstrated ownership of a P&L or revenue-bearing portfolio, including direct responsibility for commercial outcomes (pricing, packaging, lifecycle, GTM)

- Track record of growing a portfolio of products or services at or above market CAGR for 2+ consecutive years, with quantifiable revenue or margin impact

- Experience managing prioritization trade-offs across a multi-product or multi-offering portfolio under resource constraints.

- Demonstrated ability to build a business case and ROI model with quantifiable performance results that meet or exceed projections

- Experience with Document Management and/or Document Intelligence (Intelligent Document Processing) offerings is a plus

KNOWLEDGE, Skills And Abilities

- Strong cross-functional execution leadership and stakeholder management in matrixed environments

- Commercialization readiness fundamentals (onboarding flows, SLAs, enablement, support handoffs)

- Analytical rigor: KPI definition, dashboarding discipline, structured problem-solving

- Clear written and verbal communication; ability to make work decision-ready for governance forums

- Deep understanding of portfolio prioritization frameworks, stakeholder dynamics, and investment logic

- Pragmatic (Foundational preferred), Agile/Product Marketing fundamentals; strong fluency in Excel and standard BI/CRM reporting.

- Experience using Aha or similar product management tools.

Working Conditions, MENTAL aND PHYSICAL DEMANDS

- Typically, an office environment with adequate lighting and ventilation, and a normal range of temperature and noise level

- Work assignments are diversified. Interpret, comprehend and apply complex material, data and instruction – prepare, provide and convey diversified information

- Minimal physical effort required. Work is mostly sedentary but does require walking, standing, bending, reaching, lifting or carrying objects that typically weigh less than 10 lbs. (e.g. papers, books, files and small parts, etc.) moderate dexterity – regular application of basic skills (calculator, keyboard, hand tools, eye/hand coordination)

- Moderate regional and national travel required

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.