Portfolio Operations Lead

Role Overview

• Drives operational discipline and best in class practices from the OT team and applies them to the HSE team
• Covers portfolio governance, sales interaction workflows, customer request intake, demand planning, prioritization, and execution tracking
• Operates horizontally across teams rather than owning a single product line
• Focused on process, rigor, and outcomes—not people management
• Revenue, Bookings & Funnel management for the businesses towards meeting AOP
• Own AOP planning; maintain weekly funnel analysis and insight generation; apply OT standards and principles to HSE
• Drive standardized format and cadence for OT & HSE SWAT calls; calls owned and driven by owners in OT and HSE
• Drive standardized format and pipeline tracking for OT & HSE on weekly revenue calls ; calls owned and driven by owners in OT and HSE
• Drive OT processes to HSE so there is a consistent interface model between Sales and Product across both teams
• Drive OT processes to HSE to ensure all sales and customer requests are captured in a standardized format, tagged with demand signals, and have clear ownership and disposition; product roadmaps and customer requests/delivery to owned by OT and HSE leaders
• Define clear expectations and SLAs for request intake, evaluation, prioritization, and response
• Eliminate ad-hoc, off-system requests and unmanaged commitments
• Apply OT processes to HSE to establish a formal demand planning framework integrating sales pipeline data, strategic account needs, customer escalations and renewals, and market/partner-driven demand signals
• Translate inbound demand into structured forecasts and capacity and prioritization inputs
• Partner with Sales, Product, and Engineering leadership to align demand forecasts with delivery capacity and commitments with execution reality
• Drive OT processes to HSE to establish a single source of truth for OT and HSE portfolio priorities, roadmaps, and in-flight initiatives; roadmap planning , execution and delivery owned by OT and HSE leaders
• Ensure roadmap decisions are informed by market and customer input/demand and business impact, balancing short-term revenue needs with long-term strategy
• Drive quarterly and monthly planning cadences that incorporate forward-looking demand signals
• Convert approved initiatives into clearly defined deliverables, owners, timelines, and success criteria
• Track delivery against set initiatives
• Ensure consistent demand planning discipline for the OT and HSE teams; Demand planning owned by OT and HSE leaders
• Align teams on prioritization using demand data as a common language
• Coach teams through the shift from reactive intake to planned, forecast-driven execution.

Requirements

• Bachelor’s degree in Engineering (or equivalent)
• Minimum 10 years’ experience in product operations, portfolio management, or comparable process-driven roles
• Strong expertise in product, portfolio, or program operations within a hardware, networking, or test & measurement environment
• Deep understanding of demand planning, sales forecasting, and funnel management processes —including CRM pipeline interpretation and reconciliation to capacity planning
• Experience driving operational governance frameworks , including intake, prioritization, and cross-functional decision forums
• Demonstrated ability to standardize and scale processes across multiple teams with varying maturity levels
• Experience working with Product, Engineering, Sales, and Operations organizations in a matrixed B2B environment
• High proficiency with data-driven decision-making using tools such as Excel, Power BI, Tableau, or equivalent
• Ability to translate qualitative demand signals (accounts, strategic initiatives, escalations) into quantitative forecasts
• Familiarity with CRM (Salesforce), PLM, or portfolio management systems strongly preferred
• Proven ability to influence without direct authority , driving alignment among senior cross-functional leaders
• Strong executive‑ready communication skills—clear, concise, and able to simplify complex operational topics for decision-making
• Track record of driving cross-organizational accountability through process rigor and visible metrics
• Ability to coach teams transitioning from reactive to forecast-driven operating models
• Exceptional organizational discipline and operational rigor
• Ability to maintain a “single source of truth” mindset and enforce adherence across teams
• Strong problem‑solving skills with a bias toward structured frameworks
• Comfort working in fast‑paced, ambiguous environments while still enforcing process discipline
• Prior experience integrating or operationalizing processes across merged or reorganizing teams (preferred)
• Familiarity with AOP planning , revenue operations, or financial modeling (preferred)
• Certification or formal training in portfolio management, operations management, or process improvement (e.g., PMP, Lean, Six Sigma) (preferred)
• Experience supporting global product teams and international sales organizations (preferred).

Tech Stack

• PMP
• Tableau

Benefits

• paid time off
• health, life and disability insurance
• 401(k)
• bonus program