Manager I, Solutions Portfolio

About the role

The Solutions Portfolio Manager is an individual contributor responsible for decisioning, commercialization readiness, growth and execution across a portfolio segment of B2B software products and services. You lead execution across a matrixed organization, Sales, Operations/Delivery, Product, Finance, Enablement, and Support to ensure offerings are ready to transact, sell, service, and support covering a mix of Subscription software products or Business Process Services primarily in a mature or growth stage. built internally or resold from 3rd party partners. The Solutions Portfolio Manager will manage a Portfolio of Document Management and Document Intelligence (Intelligent Document Processing) offerings.

Responsibilities

• Drive sub-portfolio assigned segment; planning, governance recommendations, and lifecycle decisions (refresh, EOL, build/buy/partner).
• Oversee sub-portfolio performance analysis and reporting, measure financial outcomes, implement risk mitigation strategies, and drive corrective actions.
• Accountable for execution, managing risks, and escalating issues early to protect launch dates and performance outcomes.
• Conduct MBRs and QBRs to ensure sub-portfolio transparency and financial alignment.
• Gather voice of the customer feedback to inform portfolio decision making.
• Advocate for portfolio services and solutions (internal and customer facing).
• Own business cases and portfolio prioritization for sub-portfolio.
• Produce decision-ready inputs for stage gates and leadership reviews: readiness evidence, risks/issues, dependencies, and cost-to-serve impacts.
• Own readiness checklists and follow-through across transact/sell/service/support: ordering/provisioning prerequisites, pricing/packaging guardrails, onboarding flows, SLAs, enablement, and support handoffs.
• Cross‑Functional Alignment Across Matrixed Organization: Ensure Design, Operations, Sales, and Marketing are aligned to quarterly priorities and OKRs.
• Drive Business Outcomes, Not Just Activity: Own the work through business planning and execution, measurable progress and concrete results; not just coordination, reporting, or process management.
• Segment revenue: Manage up to $150M portfolio of products and services.
• Financial Analysis: Monthly portfolio performance analysis and outcome tracking with risk mitigation strategies and corrective actions.
• Portfolio Growth: Increase YOY sub‑portfolio segment revenue annually.
• Margin Improvement: Implement programs that deliver gross‑margin improvement initiatives through packaging and cost optimization.
• Support Strategic Initiatives: Implement strategic initiatives through analysis, decision making, and execution processes, with minimal rework.
• OKR completion: ≥98% on-time completion.
• Operating cadence compliance: ≥98% on-time completion of planning, QBRs, and OKR cycles.
• Run operating cadence (MBRs/QBRs) with performance transparency; drive corrective actions across portfolio assigned segment financials and serviceability.
• Commercialization readiness: 100% of launches meet transact/sell/service/support readiness gates; measurable reduction in post-launch readiness defects/escalations.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 5+ years with demonstrated ownership of a P&L or revenue-bearing portfolio, including direct responsibility for commercial outcomes (pricing, packaging, lifecycle, GTM).
• Track record of growing a portfolio of products or services at or above market CAGR for 2+ consecutive years, with quantifiable revenue or margin impact.
• Experience managing prioritization trade-offs across a multi-product or multi-offering portfolio under resource constraints.