Director, Portfolio Management | Orlando, FL

Detailed Information

  • Location: Orlando, FL

  • Company: Employeez

programs that may span multiple business areas and phases. This role will lead a team responsible for all intake requests from the business unit(s) they represent through the requirements phase. This job requires a broad and flexible skill set that includes good leadership, relationship management, communication, effective organization, business process and IT system knowledge.

The Director of Portfolio Management is expected to develop relevant knowledge of upstream, downstream, internal and external processes that directly impact each line of business. They collaborate with other business areas leaders to share best practices for efficiency, customer service and business impact. They

lead the charge of developing, planning, and executing the strategy that results in eliminating redundant processes, improving customer satisfaction, and developing streamlined processes.

Must have the ability to influence others, gain buy-in and build effective business relationships. Develops process improvement plans with leadership and departments throughout the organization to analyze, monitor and ensure high levels of quality and performance. Coach business leaders and enable them to articulate their functions (i. e. technology, people, etc. ) needs and requirements that will advance business performance. Collaborate with other business transformation leaders to ensure effective

business transformation for all initiatives. Work closely with the Program Management Pillar to ensure a healthy and well-managed portfolio.

Essential Job Functions: Prioritization (15%) Receipt, prioritization, coordination, capacity planning and communication of requested work from internal business clients. This includes the ability to quickly clarify priority, project scope, high level requirements, objectives and constraints working jointly with business and other executives. Prioritizes projects in conjunction with the Program Director, based on both strategic alignment and complexity criteria, to ensure projects are properly backssed, resourced and ranked against other organizational initiatives that could impact the business lines simultaneously.

Owns the strategy for improving team productivity and quarterly planning, providing consolidated enterprise views based on new & existing demand. (Roadmap) Prioritizes projects, system enhancements (CRM roadmap) and the implementation of new tools to be leveraged by Sales and Success Teams. Strategic Planning (20%) Builds rapport, alignment, and operational advocacy among senior management and the executive team across all departments. Coach business leaders and enable them to articulate their functions (needs) and requirements that will advance business performance.

Collaborate with our business transformation team (change management) to ensure effective business transformation for all initiatives. Work closely with the program management to ensure a healthy and well-managed initiative portfolio. Partners with business leadership to plan new joint initiatives, evaluate proposals and determine how they fit into business capability roadmaps and priorities. Focus on business value rather than solutions to develop ideas including digital awareness, risk backssments, business continuity and business capability requirements.

Builds and manages the relationship between teams to ensure strategic partnering working closely with executive sponsors for initiatives our team supports. Supports the change management efforts in normalizing and solidifying Business Transformation as a shared service, supporting multiple lines of business. Reporting and Analytics (20%) Ensures quality data insights and creates executive dashboards tied to business impacts for the operations teams. Identifies, monitors and tracks Key Performance Indicators (KPI's) & ELT scorecards that enable Stax leadership to monitor organizational performance.

Collaborates w/Sales, Marketing & Operations to create standardized operational dashboards/reports used to run the business, streamlining existing reporting. Delivers insightful analyses and monthly metrics reporting. (Data Team) Establishes core operational reporting for each customer facing and revenue impacting team within Stax BU's, removing/eliminating reporting redundancies. (Golden Reporting) Uses metrics to provide support to process owners in linking projects to strategic operational objectives. Implementation Effectiveness (45%) Ensures the maintenance of seamless collaboration and process continuity across all operations and the customer engagement lifecycle.

Gathers/creates/captures HL Business requirements/use cases for additions and/or changes to the application that are prioritized with leadership. Guides departmental leads in best practices with a single instance to ensure safe and intentional collaboration within the platform Implements new processes, programs, and systems enhancements to support operations for Marketing, Sales & OPS teams. Partners with Product Owners, to determine CRM data & hygiene issues, and with Product & Engineering, to determine product data gaps for Enterprise Projects.

(SME) Partners with other departments & Program Mgt Function to ensure successful execution of key strategic projects touching multiple business verticals. Works alongside the SVP to understand quarterly objectives, standardize reporting, and intake dashboard needs for all levels of management. Translates Business Requirements with Sr. Product Owner (CRM) to review requests, design solutions, develop and deploy system enhancements. Partners with the Director of Program Enablement to ensure programs, products, processes, system enhancements and new reporting are operationalized.

Manages and appropriately delegates work to a team of highly effective and productive revenue operations managers who support both large projects and admin ops needs. Managing and facilitating all Continuous Improvement initiatives and strategy Driving a continuous improvement culture within the organization by prioritizing opportunities and execution of a Lean transformation strategy and metrics. Level of decision making authority Facilitates decision making for projects. He or she works with business and IT personnel to arrive at decisions and will make recommendations.

Level of autonomy Works with limited supervision. The impact of his/her decision on the organization Actions and decisions will impact the projects that are selected along with project scope and budget. They are often included in process improvement initiatives and may be asked to lead such initiatives. Supervisory responsibility: May have direct reports, team sizes vary, but are generally no > than 5 direct reports Travel Requirements: Travel for this position is minimal, generally less than 10-15%. Work Environment: Hybrid to be determined with direct supervisor Requirements Education 4 year degree, MBA preferred or equivalent work experience Training requirements PMI Certification, Scrum Certification, Lean Six Sigma Green Belt or Black Belt Certification preferred Knowledge and skills The ability to work on multiple competing priorities Possess excellent written and oral communication skills, including experience communicating at a Senior Leadership level Technical Skills Proficient in Microsoft Office products including Outlook, Excel, Word and Power Point Job experience Minimum of 5 years in leadership roles managing staff in day-to-day operations and/or Information Technology related to project work Unless there is a legal requirement, experience will be accepted for the education requirement.

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