Director, Portfolio Manager

Role Overview

• Own end-to-end performance of assigned customer portfolios, including gross and net retention, expansion, churn risk, and revenue predictability
• Define portfolio segmentation strategies based on ARR, growth potential, risk profile, industry vertical, and strategic importance
• Establish portfolio-level targets, success metrics, and performance benchmarks aligned to corporate objectives
• Drive executive-level accountability for portfolio outcomes through structured governance and reporting cadences
• Provide strategic leadership over renewal execution in partnership with Sales Renewals and Account Management leaders
• Lead proactive churn-risk identification and mitigation strategies across the portfolio
• Identify expansion and whitespace opportunities at a portfolio level and influence sales prioritization accordingly
• Guide pricing, packaging, and commercial strategy discussions for large or complex portfolios
• Serve as the senior point of coordination across Sales, Customer Success, Support, Services, Product, and Finance for portfolio execution
• Establish consistent engagement models, escalation paths, and deal strategy across customer segments
• Chair regular portfolio reviews with cross-functional leaders to drive alignment, transparency, and action
• Influence resource allocation decisions to maximize portfolio performance and efficiency
• Own portfolio-level forecasting for renewals, churn risk, and expansion pipeline
• Partner with Revenue Operations to ensure data integrity, reporting accuracy, and KPI visibility
• Deliver executive-ready reporting and insights on portfolio health, trends, and risks
• Use advanced analytics to inform strategic decisions, investment priorities, and GTM adjustments
• Define and evolve portfolio management frameworks, playbooks, and best practices
• Identify systemic risks, inefficiencies, or coverage gaps and drive corrective action
• Partner with Product and Marketing to ensure portfolio insights inform roadmap prioritization and go-to-market strategy
• Champion operational excellence and scalability across customer-facing teams
• Lead, mentor, and develop Portfolio Managers or matrixed team members as applicable
• Establish performance expectations, development plans, and succession readiness within the portfolio management function
• Act as a thought leader within MRI on portfolio strategy, customer economics, and revenue optimization

Requirements

• Bachelor’s degree in Business, Finance, Analytics, or related field required; MBA preferred
• 10–15 years of progressive experience in SaaS revenue management, account leadership, customer success, or portfolio management
• Demonstrated success owning large, complex customer portfolios with material ARR responsibility
• Deep understanding of SaaS economics, including ARR, NRR, renewals, and expansion levers
• Strong strategic, analytical, and financial acumen with ability to translate data into action
• Proven ability to lead cross-functional initiatives in a matrixed, global organization
• Proficiency with Salesforce, BI tools, and forecasting systems.
• Experience in real estate, property management, or financial technology ecosystems strongly preferred.

Benefits

• Join our employee-led resource groups to maximize your experience at work.
• Add 16 extra hours to your time off to shorten your workday as part of our Flex at MRI program.
• Utilize 16 hours of paid time to volunteer.
• Know great workers? Our generous employee referral scheme rewards you for bringing in talent.
• Enjoy peace of mind with our regional-specific healthcare benefits for you and your family.
• Big on family? So are we! Our Parental Leave and parental support perks allow you to grow your family comfortably as an MRI employee.
• Maintain a fantastic work-life balance with PTO days plus observed holidays.
• Further your professional development and growth with our tuition reimbursement offerings.
• Enjoy the flexibility of working from anywhere in the world for two weeks out of the year.
• And more!