Portfolio Coordinator – Customer AI
Trissential · Denver, CO · 1 mo ago
Hybrid$40–$60/hrFull-time
Are you ready?
Work on a high-visibility AI transformation program with direct exposure to product leadership and executive stakeholders
Gain experience supporting one of the organization's first large-scale Customer AI initiatives
Collaborate with business, IT, product, and vendor teams in a modern agile delivery environment
Build expertise in financial governance, product operations, and portfolio coordination
Contribute to reusable processes and delivery frameworks that will support future AI products across the organization
Your Role & Responsibilities
- Financial Coordination & Tracking
- Maintain budget and financial tracking tools, including forecast versus actual spend reporting
- Monitor purchase orders, invoices, commitments, and spend burn-down activities
- Reconcile financial information against vendor statements of work (SOWs)
- Identify and escalate budget variances, financial risks, and forecasting concerns
- Prepare financial updates and reporting packages for leadership review
- Program Governance & Documentation
- Maintain RAID logs including risks, actions, issues, and decisions with clear ownership and due dates
- Track action items and drive follow-through across stakeholders and vendors
- Asgn governance review packages including go/no-go reviews, readiness reviews, and project checkpoints
- Maintain version-controlled program documentation in SharePoint and Teams
- Support governance processes by ensuring documentation remains current and audit-ready
- Project Coordination & Stakeholder Management
- Cook up recurring project meetings, working sessions, leadership reviews, and governance forums
- Develop meeting agendas and distribute supporting materials
- Capture meeting minutes, decisions, and action items
- Follow up with stakeholders to ensure commitments are delivered on time
- Maintain project calendars, onboarding trackers, access requests, approval workflows, and status trackers
- Reporting & Communication
- Consolidate updates from business teams, vendors, and delivery partners into executive-ready reporting
- Produce weekly status updates and monthly governance summaries
- Support the Product Owner and Product Manager with reporting packages and operational data
- Provide accurate and timely project information that enables informed decision-making
Skills & Experience
- 4-7 years of project coordination, program coordination, PMO support, or delivery support experience within technology or transformation programs
- Experience managing project governance activities including RAID logs, action tracking, meeting management, and status reporting
- Hands-on experience supporting budgets, forecasting, invoice tracking, PO tracking, and financial reporting
- Strong proficiency with Microsoft 365 tools including Excel, PowerPoint, Outlook, Teams, and SharePoint
- Experience preparing executive-level presentations and status reports
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced, matrixed environment
- Strong attention to detail with the ability to identify and escalate issues proactively
- Comfortable coordinating across business teams, IT teams, leadership stakeholders, and vendors
- Bonus Points
- If You Have Experience supporting AI, customer experience, contact center, or digital transformation initiatives
- Exposure to Agile delivery methodologies including sprint planning, backlog management, and governance reviews
- Familiarity with Jira, Microsoft Project, or similar project delivery tools
- Experience supporting vendor management, SOW tracking, or procurement processes
- Knowledge of capital versus operational expense tracking models
- Experience working within utilities, regulated industries, or audit-sensitive organizations
- Understanding of internal-use software capitalization practices
- SAFe, Scrum, CAPM, or PMP certification experience
Education & Certifications
- You Need
- A Bachelor's degree in Business, Information Technology, Project Management, Finance, or a related field preferred
- Equivalent professional experience will also be considered
- CAPM, PMP (or pursuing PMP), SAFe, or Scrum certifications are considered a plus but are not required
What We Offer
- Competitive Compensation – $40-$60 per hour
- Comprehensive Benefits for you and your dependents – Extensive Medical Plans, Dental, Vision, HSA with company contribution, company sponsored Life Insurance and Short / Long term disability insurance, a host of voluntary plans including legal, hospital, accident, pet wellness, and 401k with matching
- Paid Holidays and Paid Time Off
- Career Development and Advancement – Expleo is a global company in 29 Countries worldwide with a high focus on development
- Strong Team Culture – Collaborate with experienced professionals who value precision, performance, and teamwork