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Director, Portfolio Manager at MRI Software | JobVerse
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Director, Portfolio Manager
MRI Software
Remote
Website
LinkedIn
Director, Portfolio Manager
United States of America
Full Time
2 weeks ago
H1B Sponsor
Apply Now
Key skills
Go
Analytics
BI
SaaS
Salesforce
Workday
Leadership
Customer Success
Account Management
Sales
About this role
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!
Apply Now
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