Role Summary:The Delivery Lead partners with Product Portfolio Managers, Product Managers, Portfolio Business Analysts, Project Managers, and delivery teams to provide portfolio-level delivery visibility, reporting, governance support, risk management, and operational oversight. The role serves as the steward of portfolio delivery data, health reporting, initiative tracking, and delivery analytics. Delivery Leads enable informed portfolio decisions by producing actionable insights, maintaining accurate portfolio dashboards, identifying risks and dependencies, and supporting consistent work management practices across the portfolio. Delivery Leads may also coordinate low-to-medium complexity initiatives that do not require dedicated project management resources.
Position Focus:Portfolio operations and analytics: Maintain portfolio visibility, data quality, recurring reporting, and actionable insights.
Delivery health and risk visibility:Identify risks, blockers, dependencies, and delivery trends that require attention or escalation.
Governance support:Support intake, checkpoint, planning, and portfolio review activities with accurate delivery information, as needed.
Lightweight initiative coordination:Coordinate low-to-medium complexity initiatives that do not require a dedicated enterprise project manager.
Not a team-level Agile facilitation role:This role is not responsible for team-level Agile coaching or Scrum Master duties.
Key Responsibilities:1. Portfolio Data Stewardship- Serve as the operational steward for portfolio delivery data quality and reporting integrity.
- Monitor work hierarchy integrity across Features, Epics, Stories, Tasks, and related Jira structures, flagging any lineage issues for resolution.
- Identify and coordinate cleanup of portfolio data issues such as missing parent relationships, incorrect statuses, missing assignees, blocked child work, or closed parent items with open child work.
- Drive adoption of consistent portfolio reporting standards and work management practices.
- Develop, maintain, and publish recurring portfolio health reports and dashboards, including the six-week portfolio dashboard cadence.
- Prepare portfolio-level summaries for Product Portfolio Managers, Delivery leadership, and other stakeholders.
- Analyze delivery data to identify emerging issues, reporting gaps, bottlenecks, and areas requiring leadership attention.
- Translate dashboard findings into clear insights and recommended follow-up actions.
2. Risk, Dependency, and Blocker Visibility- Identify, document, and monitor risks, blockers, and dependencies across initiatives within the assigned portfolio.
- Provide visibility into initiative status, checkpoints, blockers, risks, dependencies, and delivery trends.
- Develop, maintain, and publish portfolio blockers and dependencies bi-weekly report.
- Surface delivery risks that may impact commitments, sequencing, scope, or stakeholder expectations.
- Coordinate with Product Portfolio Managers, Product Managers, Project Managers, Portfolio Business Analysts, value stream and support teams to support timely issue resolution.
- Escalate risks or blockers that require portfolio, leadership, or cross-functional decision-making.
- Maintain visibility into cross-team and cross-portfolio dependencies that may affect delivery outcomes.
3. Portfolio Governance and Planning Support- Support Lean Delivery Governance activities by preparing delivery health information, status inputs, and documented follow-up actions for checkpoints and portfolio reviews.
- Lead dependency review forums to identify cross-team impacts, confirm accountable owners, and support timely follow-up on dependency-related actions.
- Support intake, prioritization, planning, and portfolio review routines through reporting, analysis, and delivery insights.
- Track and report on decisions, action items, and delivery commitments requiring portfolio-level follow-up, ensuring accountable owners are identified and progress is visible.
- Coordinate assigned low-to-medium complexity initiatives by aligning planning activities, stakeholder communications, risks, issues, readiness checkpoints, and impacted teams.
4. Stakeholder PartnershipProduct Portfolio Managers:Provide portfolio reporting, delivery analytics, initiative tracking, health indicators, and risk/dependency visibility to support portfolio decisions.
Product Managers:Provide delivery status visibility, dependency information, risk reporting, and initiative progress updates.
Project Managers:Provide portfolio-level delivery insights, cross-team coordination information, dependency visibility, and impact analysis for enterprise initiatives.
Portfolio Business Analysts, Value-Stream and Support Teams:Support consistent work management practices, Jira hygiene, status accuracy, and portfolio reporting expectations.
Core Deliverables:DeliverablePurposPortfolio health dashboard:Recurring six-week view of portfolio delivery health, blockers, data quality exceptions, and status trends.
Portfolio data quality review:Identification and follow-up on missing assignees, invalid statuses, hierarchy gaps, blocked work, and reporting anomalies.
Risk and dependency summary:Clear view of delivery risks, cross-team dependencies, blockers, and escalation needs culminating in a bi-weekly report and readout.
Initiative status reporting:Accurate updates for active initiatives and assigned coordination efforts.
Governance inputs and follow-up:Delivery health information, checkpoint preparation, action tracking, and decision follow-through.
Required Qualifications:- Bachelor's degree or equivalent experience in technology delivery, portfolio operations, project management, business analysis, or related discipline.
- Experience working in Agile IT delivery, portfolio/project management, product delivery, or delivery operations.
- Strong analytical skills with the ability to interpret delivery data, identify patterns, and produce actionable insights.
- Experience with Jira or similar work management tools, including dashboards, issue hierarchy, statuses, assignments, and reporting structures.
- Ability to manage risks, dependencies, blockers, action items, and stakeholder communications.
- Ability to work across Product, Delivery, Technical, and Support teams.
- Strong written and verbal communication skills, including the ability to create clear portfolio summaries and leadership-ready updates.
Preferred Qualifications:- Experience supporting product portfolio management or product operating models.
- Experience creating dashboards or operational reports using Jira, Power BI, Tableau, Excel, or similar tools.
- Experience supporting governance routines, intake processes, delivery checkpoints, or portfolio reviews.
- Experience coordinating low-to-high complexity technology initiatives.
- Familiarity with delivery metrics, portfolio health indicators, and data quality practices.
Critical Competencies:CompetencyWhat It Looks LikePortfolio analysis:Uses delivery data to identify trends, risks, gaps, and practical follow-up actions.
Operational discipline:Maintains accurate, timely, and consistent portfolio information and reporting routines.
Stakeholder coordination:Works effectively across Product, Delivery, Technical, and Support teams.
Risk orientation:Surfaces blockers, dependencies, and delivery concerns early enough for action.
Communication clarity:Creates concise, accurate, and leadership-ready delivery updates.
Project execution:Can coordinate initiatives with practical planning, stakeholder alignment, and follow-through.
Success MeasuresPortfolio visibility:Reports are timely, accurate, actionable, and trusted by Product and Delivery stakeholders.
Portfolio data quality:Portfolio work items have improved status accuracy, assignment hygiene, parent-child alignment, and reporting completeness.
Risk and dependency management:Risks, blockers, and dependencies are identified early, tracked consistently, and escalated appropriately.
Governance support:Portfolio reviews, checkpoints, and follow-ups are supported with clear data and documented actions.
Initiative execution:Assigned initiatives are planned, coordinated, communicated, and delivered effectively.
Benefits may include:- Health, dental, and vision coverage - eligible after 60 days, low out of pocket
- 401(k) with generous company match - eligible after 60 days, immediately vested
- Employer paid employee assistance program
- Employer paid short term and long-term disability
- Employer paid life insurance
- Flex spending
- Paid vacation
- Paid sick days
- Paid holidays
