Portfolio Manager

Evergreen posting: Walker-Miller Energy Services is experiencing tremendous growth and is always looking to connect with exceptional talent for future opportunities. If you’re an Energy Efficiency Portfolio Manager professional, we’d love to hear from you.

About the Company

Founded in 2000, Walker-Miller Energy Services is a core-values driven company committed to changing lives through energy efficiency. We create and manage customized energy waste reduction programs that help electric and gas utilities meet mandated energy savings goals. Our experience-driven philosophy of energy efficiency as economic development helps families and businesses save energy and save money. Through innovative, inclusive initiatives, we help build communities by creating local jobs, producing equitable energy savings for all ratepayers, and spurring the growth of diverse local businesses.

Our operating philosophy is reflected in our core values, which we refer to as BEHIVE:

• B - Boldly Go
• E – Embrace Equity
• H - Humble Confidence
• I - Inclusive Stewardship
• V - Value Reputation
• E - Extraordinary Experience

About the Role

The Portfolio Manager is responsible for the overall leadership, performance, and successful delivery of large-scale energy efficiency programs. This role serves as the primary client relationship lead and is accountable for achieving program objectives, financial performance, contractual commitments, and customer experience goals while providing leadership across multiple functional areas and delivery partners. The Portfolio Manager establishes strategic direction, drives cross-functional execution, and ensures all program functions operate in alignment to achieve client and business objectives. The position serves as the senior leader responsible for program results, organizational performance, risk management, and continuous improvement.

Responsibilities

• Leadership & Organizational Stewardship
  • Champion and model Walker-Miller's core values through daily leadership, decision-making, employee development, and stakeholder engagement.
  • Partner with senior leadership to achieve program objectives, contractual commitments, financial targets, and broader organizational goals.
  • Establish organizational priorities and ensure staffing, resources, and functional teams remain aligned to client expectations and portfolio objectives.
  • Foster a culture of accountability, innovation, collaboration, operational excellence, and continuous improvement across all program functions.
• Client Management
  • Serve as the primary executive point of contact for utility clients, building trusted relationships and ensuring exceptional client satisfaction.
  • Act as a strategic advisor to clients by providing direction, recommendations, and solutions that optimize program performance, customer outcomes, and portfolio value.
  • Lead resolution of complex client requests, operational challenges, strategic concerns, and issue escalations while maintaining strong client confidence and partnership.
  • Negotiate scopes of work, contracts, budgets, and program priorities while balancing client objectives, delivery requirements, operational capacity, and financial performance.
• Program Leadership
  • Establish, communicate, and champion the strategic vision, operational priorities, and performance objectives for the portfolio.
  • Review, approve, and operationalize strategic recommendations developed through the Strategy & Planning function.
  • Provide leadership across all program functions and delivery partners to ensure coordinated execution and achievement of program goals.
  • Drive continuous improvement, innovation, and adoption of industry best practices that strengthen overall program performance and client outcomes.
• Program Delivery
  • Maintain overall accountability for successful delivery of large-scale energy efficiency programs, ensuring performance targets, customer experience expectations, and contractual obligations are achieved.
  • Direct execution of implementation plans, workstream priorities, performance metrics, production goals, and contingency strategies across all program functions.
  • Monitor program performance through dashboards, analytics, operational reviews, and forecasting outputs while ensuring corrective actions are implemented when results deviate from expectations.
  • Ensure all client deliverables, forecasts, reports, invoices, and operational commitments are completed accurately, timely, and in accordance with contractual requirements.
• Financial Management
  • Manage a multi-year, multi-million-dollar portfolio budget that includes labor, subcontractors, incentives, technology investments, marketing, and operational expenditures.
  • Oversee forecasting, budgeting, accruals, invoicing, and financial reporting activities to ensure effective stewardship of program funds.
  • Approve portfolio forecasts, spending plans, resource allocations, and financial strategies developed in collaboration with Strategy & Planning and Finance teams.
  • Monitor financial performance, analyze variances, and ensure implementation of mitigation strategies that improve forecasting accuracy and portfolio health.
• Team Management
  • Provide leadership, coaching, and operational direction to functional managers and program staff responsible for outreach, customer engagement, field operations, QA/QC, reporting, planning, technical operations, and stakeholder relations.
  • Lead and develop high-performing teams by establishing clear performance expectations, accountability measures, and professional development opportunities.
  • Promote cross-functional collaboration and communication while ensuring managers have the resources, support, and accountability necessary to achieve program objectives.
  • Oversee subcontractors and delivery partners through defined scopes of work, performance metrics, operating reviews, risk management practices, and continuous performance management processes.
• Supervisory Responsibilities
  • Manage direct reports, oversee program staff, and subcontractors. This includes interviewing, planning, assigning, completing performance evaluations, coaching, mentoring, and directing work.
  • Mentor team members in achieving their personal goals annually, as well as their long-term developmental goals.

Requirements

• Bachelor's degree from an accredited college or university in business, engineering, or other discipline.
• Minimum of 7 years of experience in managing energy efficiency programs.
• Minimum of 5 years of management/supervisory experience including hiring, coaching, performance reviews, and mentoring.
• Experience developing, monitoring, and managing financial budgets, including forecasting revenue and expenses to ensure financial stability and alignment with organizational goals.
• Technical experience in developing and/or reviewing energy savings calculations to determine paybacks and incentive levels for customers.
• Proven leadership in a fast-paced environment.
• Strong customer service and communication skills.
• Ability to handle a wide variety of work and thrive in a fast-paced environment.
• Detail-oriented, organized, self-starter with an ability to prioritize workload.
• Ability to identify and resolve project application issues with customers and trade allies.
• Proficient in Microsoft Office, specifically Word, Excel, and Outlook.
• Strong data entry skills in entering information in tracking systems/databases.
• Ability to communicate effectively, both verbally and in writing, with customers, clients, and employees.
• Ability to analyze and interpret data and solve practical problems.
• Knowledge of mathematical concepts such as fractions, percentages, and ratios.
• Valid driver’s license and reliable transportation.
• Willingness to travel up to 20% of the time.

Qualifications (Preferred)

• Advanced degree.

Physical Demands and Work Environment

• Required to sit, stand, walk; talk and hear; and ability to touch and handle tools and/or controls.
• Frequently required to stand, walk, kneel, crouch, and/or crawl.
• Ability to lift up to 30 pounds.
• Noise level is typically low to moderate.

Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position.

Pay

This compensation range is provided as a reasonable estimate of the current starting salary range for this role. If this opportunity includes multiple job levels, the salary information represents the job level minimum and the job level maximum. There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications, and competencies that align to the specified role, geographic location, education, and certifications as well as contract provisions regarding labor categories that are specific to the position. Compensation Range: $110,000–$160,000 annually.

Benefits

• Health, vision, and dental insurance.
• Retirement plans.
• Tuition reimbursement.