SPM Portfolio Manager

Company Description

We are in Business for People, empowering people in service organizations with innovative Enterprise and Business software solutions. We’ve innovated and taken a new approach to delivering ERP that works for people. Self-driving, adaptive and intuitive software that is changing the way people work. Our solutions empower people and deliver a better people experience so people can spend time on meaningful high value work they live for.

Read more on our website about how we transforms work and how people feel about it, so our customers and their people can thrive.

Job Description

As a member of the Services Portfolio Management (SPM) leadership team you will play a strategic role in the definition, creation and positioning of our services portfolio. Our collective goal is to ensure that Customer Success service offerings align with business objectives, drive customer value, and contribute to overall SaaS growth and scalability.

As a Portfolio Manager within the SPM function, you will be responsible for tracking and controlling the development of services products and offerings. You will be accountable for all aspects of delivery health of the portfolio – including status, budget, risk, planning, resourcing, stakeholder alignment.

1. Portfolio Strategy & Alignment

• Collaborate with the Portfolio Director in developing and maintaining a strategic roadmap for services offerings, ensuring alignment with strategic direction.
• Prioritize offerings based on data-driven input around market needs, resource availability, and risk assessment.
• Work with leadership to ensure internal projects contribute to overall SaaS growth, scalability, and efficiency.

2. Governance & Process Management

• Define and implement portfolio governance frameworks to track portfolio performance.
• Establish and maintain best practices, templates, and tools for portfolio execution.
• Standardize processes across teams to drive consistency in management and tracking.
• Set guidelines for planning and delivery execution to allow tracking against baseline plans.

3. Stakeholder Management & Communication

• Collaborate with cross-functional teams (e.g., Engineering, Customer Success, Sales, Product, Finance) to ensure smooth execution.
• Act as a liaison between executive leadership and project teams, providing visibility into portfolio performance.
• Facilitate regular status reviews, steering committees, and executive updates.

4. Financial & Resource Management

• Oversee portfolio budgets, ensuring cost efficiency and ROI.
• Monitor resource allocation across projects and optimize team capacity.
• Identify and mitigate financial risks related to project execution.

5. Risk Management & Issue Resolution

• Proactively identify risks and bottlenecks that could impact project delivery.
• Develop contingency plans and ensure quick resolution of critical issues.
• Ensure compliance with company policies, security, and regulatory requirements.

6. Performance Measurement & Continuous Improvement

• Define and track KPIs and success metrics for portfolio performance.
• Use data-driven insights to refine project selection, prioritization, and execution strategies.
• Continuously improve internal project methodologies through retrospectives and feedback loops.

Qualifications

Minimum Experience Requirements:

• Proven experience in leading a project/ portfolio management function, with experience in managing multiple parallel streams of work with multiple disparate teams.
• First-hand experience in all disciplines of project tracking and control.
• Experience in driving automation, AI-driven insights, and digital transformation initiatives.
• Relevant experience in project management/ portfolio delivery and SaaS environments is necessary.

Preferred Experience Requirements:

• Strong analytical skills with experience in using data to drive decision-making across the LAER model.
• Familiarity with Customer Success platforms (e.g., ServiceNow, Gainsight, Salesforce, Zendesk, or similar tools) and their role in managing customer adoption, expansion, and renewal efforts.
• Knowledge of automation and digital transformation strategies within a Customer Success function is a plus.

Required Skills:

• Proven experience in portfolio management or a similar role.
• Ability to monitor, track, control and report on overall portfolio status in a proactive data-driven way.
• Focus on budget tracking for the close management and control of internal spend.
• Strong understanding of SaaS business models and processes.
• Excellent risk management and escalation handling skills.
• Ability to work cross-functionally with various teams and departments.
• Experience in customer experience and customer support initiatives.
• Ability to manage external partnerships and collaborations with a varied set of third parties.
• Strong analytical and problem-solving skills, with the ability to interpret complex data and leverage AI for insights.
• Excellent communication and stakeholder management skills.
• and drive change within a LAER-driven framework.
• Ability to work in a team and lead cross-functional efforts.
• Effective communicator, strong people skills, and comfortable presenting to larger audiences as a senior representative of the Customer Success organisation.
• Strong organizational and time management skills.

Additional Information

We offer:

• 100% Remote work option
• Unlimited paid Holidays
• Sport and integration events
• International work experience
• Opportunity for meeting people from various countries and cultures

Additional Information

A chance to participate in the development of a leading global software firm. You have the opportunity to work within an organization, that gives you the freedom and autonomy to be successful. An attractive salary while working in a challenging international environment with enthusiastic colleagues who like to learn from each other.

At Unit4 we invest in your personal and professional growth. We don't focus on how many days you work, we trust you on delivering results - thus, we have an unlimited vacation policy.