Portfolio Lead, Client Engagement (Med Comms)
Job Overview
The Portfolio Lead, Client Engagement is responsible for leading a multi-account client portfolio totaling approximately $8–10M in annual fee revenue, with accountability for portfolio-level client experience, financial performance, and delivery excellence. This role supports oversight of a multi-account client portfolio, primarily centered around Medical Affairs initiatives.
Responsibilities
Leading a multi-account portfolio with accountability for prioritization, escalation, and portfolio-level performance.
Establishing consistent ways of working across accounts to support predictable delivery, operational excellence, and a differentiated client experience.
Partnering closely with the Portfolio Lead, Scientific Services to align client commitments, resourcing strategy, escalation paths, and delivery priorities.
Collaborating with PMO, Scientific, Creative, and Capability Leads to ensure alignment and coordination across the portfolio.
Communicating portfolio health, risks, opportunities, and performance updates to senior leadership.
Leading the Key Account Planning (KAP) process at the portfolio level, including forecasting, monthly tracking, and performance review.
Driving organic growth by identifying opportunities to expand medical communications offerings in partnership with Scientific and Client Solutions Strategy leaders.
Maintaining working knowledge of portfolio MSAs, procurement frameworks, and contractual requirements.
Pricing and budgeting for new business opportunities and account expansions, as appropriate.
Building and maintaining trusted relationships with senior client stakeholders across the portfolio.
Participating in high-stakes client meetings, planning sessions, and escalations as needed.
Setting expectations for best-in-class client experience aligned with the Global Medical Communications vision.
Proactively addressing client-related challenges to protect trust and delivery continuity.
Owning portfolio-level forecasting, revenue delivery, and financial performance.
Partnering with Finance to review portfolio performance, identify variance drivers, and support corrective action planning.
Supporting account-level solutioning to improve efficiencies and overall portfolio health.
Escalating material financial risks or deviations with clear rationale and mitigation plans.
Providing leadership, coaching, and development support to Client Engagement Directors within the portfolio.
Ensuring effective utilization, workload balancing, and resourcing alignment across accounts.
Fostering collaboration, accountability, and professional development across Client Engagement teams.
Qualifications
Bachelor’s degree required (Communications, Marketing, Life Sciences, or related field preferred).
Advanced degree a plus.
10+ years of experience in client services, medical communications, or related agency environments.
Demonstrated success leading complex client portfolios and senior stakeholder relationships.
Proven financial and commercial leadership experience.
Experience leading and developing senior-level Client Engagement team members.