Portfolio Manager

Doss

$120K — $160K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years experience in engineering, consulting, operations, or technical program management; leadership or mentoring experience preferred.
  • Strong problem-solving skills with a systems thinking approach.
  • Ability to excel in high-pressure environments like startups or consulting.
  • Hands-on technical background to analyze and address complex engineering challenges.
  • Intellectual agility to synthesize information and make decisions in ambiguous situations.
  • Experience with SQL is advantageous but not mandatory.

Responsibilities

  • Lead a team of PMOs managing a portfolio of complex client relationships.
  • Engage directly in the end-to-end post-sales lifecycle, from discovery to go-live.
  • Ensure the success of high-value client engagements and your team's execution.
  • Conduct cross-functional deep dives to map customer business processes.
  • Drive new product capabilities to support company growth in upper mid-market and enterprise.
  • Establish best practices and improve existing processes for the PMO team.
  • Translate process flows into product configurations within the DOSS platform.
  • Coordinate with technical teams for integrations and data migration.
  • Lead user acceptance testing (UAT) and ensure training for clients during go-live support.
  • Mentor team members on client management and delivery quality, creating growth feedback loops.

Benefits

  • 100% premium medical, dental, and vision coverage for individuals.
  • 401(k) with immediate eligibility.
  • Lunch and dinner provided in-office.
  • Flexible/unlimited paid time off.
  • Commuter and equipment stipends available.
  • Wellness and fitness stipends offered.
  • Generous parental leave policy.
  • Relocation assistance for new hires.
  • Vibrant in-office culture in San Francisco.
Full Job Description
About the Role

Doss's PMO team is the core engine of DOSS and the success of our customers. The Portfolio Manager sits at the intersection of product, data, operations, implementation, and customer partnership - leading a small team of PMO ICs while staying deeply hands-on yourself.

You'll own a portfolio of Doss's most complex, high-value client relationships and lead your team through the full post-sales lifecycle:
  • Discovery: partnering with cross-functional client leadership to analyze operational and financial workflows (flow of goods, information, and money)
  • Product Design: data model, workflows, and integrations
  • Build/Configure on the DOSS/ERP platform
  • UAT and Go-live

You'll manage a small team of PMOs, setting the standard for quality and pace while staying in the weeds alongside your team. This is a player-coach role - you're not just directing, you're doing.

What You'll Do
  • Lead a team of PMOs across a portfolio of upper mid-market and enterprise clients - you're accountable for team output, client outcomes, and individual development
  • Stay hands-on across the e2e post-sales lifecycle: discovery, design, implementation, and go-live - this is a player-coach role and you'll be in the work, not above it
  • Own the success of Doss's most complex client relationships; your portfolio is a direct reflection of your team's execution
  • 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 - build what doesn't exist, improve what does
  • 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; build relationships that drive retention and expansion
  • Coach your ICs on client management, problem-solving frameworks, and delivery quality - and create the feedback loops that accelerate their growth
  • Drive automation and AI-forward improvements to Doss's product and customer lifecycle processes - we're an AI-native company and team


What We're Looking For
  • 6+ years experience in engineering, consulting, finance, operations, product operations, or technical program management - with at least some time leading or mentoring others; ERP experience is a plus, not a requirement
  • Systems Thinker. Everything in our business is highly interconnected across people, process, and technology. You can traverse it, untangle it, and put it back together - and you can teach others to do the same.
  • Player-Coach Mentality. You lead by doing. You're not the person who delegates everything and manages from a distance - you roll up your sleeves, model the work, and hold the bar.
  • High-Intensity. You've thrived in high-pressure environments - startups, consulting, finance - and that's a real preference, not a stated one.
  • Technical from 1st Principles. You can grok hard engineering and logic problems from intuition, not memorization - and you can break them down for your team.
  • Intellectual Firepower. You cut through noise, synthesize fast, and make good calls under ambiguity.
  • Strong analytical mindset; SQL experience is a plus (not required)
What You'll Get
  • Competitive salary + meaningful equity
  • 100% Coverage for individuals Premium medical, dental & vision coverage
  • 401(k), immediate eligibility
  • Lunch in-office 5 days/week (and dinner when needed)
  • Flexible/unlimited PTO
  • Commuter (BART/MUNI/CalTrain) and equipment stipends
  • Wellness & Fitness stipend
  • Generous parental leave
  • Relocation assistance available
  • In-office culture in San Francisco

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