Principal, Portfolio Management

About the role

For our client, we are seeking a Principal, Portfolio Management to join the team of a leader in the Education, Government & Non-Profit space. This role will oversee a portfolio of enterprise customers and serve as a strategic partner across implementation, onboarding, and ongoing account management. The principal will work closely with internal cross-functional teams and institutional stakeholders to drive successful program delivery, customer adoption, and long-term value. This position also requires a strong focus on identifying growth opportunities and translating account performance into actionable strategic recommendations.

Location: Remote - US based candidates only, no visa sponsorship available

Responsibilities

• Serve as the primary lead for a portfolio of enterprise customers
• Develop and maintain strong relationships with key customer stakeholders
• Manage the end-to-end implementation and onboarding of enterprise customers
• Coordinate cross-functional resources for successful program delivery
• Monitor project milestones and customer adoption metrics
• Identify expansion opportunities within existing accounts
• Conduct account reviews and develop strategic recommendations

Qualifications

• Bachelor's degree in Business, Education, Psychology, Healthcare Administration, or a related field
• 7+ years of experience in program management, customer success, or enterprise account management
• Proven experience managing complex enterprise customer relationships
• Strong financial acumen with skills in ROI assessment and investment decision-making
• Exceptional project management and organizational skills
• Excellent communication and presentation abilities
• Demonstrated experience leading cross-functional initiatives

Benefits

• Full-time remote work options
• Collaboration with cross-functional teams to drive success
• Opportunity to influence and lead strategic initiatives
• Engagement with high-level institutional customers in varied sectors

Pay

$160,000 – $170,000 annually