Jobs · Finance · California

Portfolio Manager

DOSS · San Francisco, CA · 1 mo ago
On-siteFinance$210k–$230k/yrFull-time

About the role

The Portfolio Manager leads a team of PMOs across a portfolio of upper mid-market and enterprise clients. They are accountable for team output, client outcomes, and individual development. This is a player-coach role where they stay hands-on across the entire post-sales lifecycle including discovery, design, implementation, and go-live.

What You'll Do

  • Lead a team of PMOs across a portfolio of upper mid-market and enterprise clients
  • Own the success of Doss's most complex client relationships
  • Conduct and lead cross-functional deep dives across customer organizations to map end-to-end business processes and workflows
  • Drive and contribute to new product capabilities that support Doss's push to upper mid-market and enterprise
  • Set the standard for best-in-class practices and processes across the team
  • Translate process flows into product design and configuration within the DOSS platform
  • Partner with technical teams on integrations and data migrations
  • Lead UAT, training, and go-live support across your portfolio
  • Coach your ICs on client management, problem-solving frameworks, and delivery quality
  • Drive automation and AI-forward improvements to Doss's product and customer lifecycle processes

What We're Looking For

  • 6+ years experience in engineering, consulting, finance, operations, product operations, or technical program management
  • At least some time leading or mentoring others; ERP experience is a plus, not a requirement
  • Systems Thinker: highly interconnected across people, process, and technology
  • Player-Coach Mentality: lead by doing, roll up your sleeves, and hold the bar
  • High-Intensity: thrive in high-pressure environments
  • Technical from 1st Principles: can grok hard engineering and logic problems from intuition
  • Intellectual Firepower: cut through noise, synthesize fast, and make good calls under ambiguity
  • Strong analytical mindset; SQL experience is a plus

Compensation

Competitive salary + meaningful equity
100% Coverage for individuals
Premium medical, dental & vision coverage
401(k), immediate eligibility
Flexible/unlimited PTO
Commute (BART/MUNI/CalTrain) and equipment stipends
Wellness & Fitness stipend
Generous parental leave
Relocation assistance available

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