MRI Software
Transforming the way communities live, work and play through open and connected real estate software solutions.
Director, Portfolio Manager
Location
United States
Posted
14 days ago
Salary
Not specified
Bachelor Degree10 yrs expEnglish
Job Description
• Own end-to-end performance of assigned customer portfolios, including gross and net retention, expansion, churn risk, and revenue predictability
• Define portfolio segmentation strategies based on ARR, growth potential, risk profile, industry vertical, and strategic importance
• Establish portfolio-level targets, success metrics, and performance benchmarks aligned to corporate objectives
• Drive executive-level accountability for portfolio outcomes through structured governance and reporting cadences
• Provide strategic leadership over renewal execution in partnership with Sales Renewals and Account Management leaders
• Lead proactive churn-risk identification and mitigation strategies across the portfolio
• Identify expansion and whitespace opportunities at a portfolio level and influence sales prioritization accordingly
• Guide pricing, packaging, and commercial strategy discussions for large or complex portfolios
• Serve as the senior point of coordination across Sales, Customer Success, Support, Services, Product, and Finance for portfolio execution
• Establish consistent engagement models, escalation paths, and deal strategy across customer segments
• Chair regular portfolio reviews with cross-functional leaders to drive alignment, transparency, and action
• Influence resource allocation decisions to maximize portfolio performance and efficiency
• Own portfolio-level forecasting for renewals, churn risk, and expansion pipeline
• Partner with Revenue Operations to ensure data integrity, reporting accuracy, and KPI visibility
• Deliver executive-ready reporting and insights on portfolio health, trends, and risks
• Use advanced analytics to inform strategic decisions, investment priorities, and GTM adjustments
• Define and evolve portfolio management frameworks, playbooks, and best practices
• Identify systemic risks, inefficiencies, or coverage gaps and drive corrective action
• Partner with Product and Marketing to ensure portfolio insights inform roadmap prioritization and go-to-market strategy
• Champion operational excellence and scalability across customer-facing teams
• Lead, mentor, and develop Portfolio Managers or matrixed team members as applicable
• Establish performance expectations, development plans, and succession readiness within the portfolio management function
• Act as a thought leader within MRI on portfolio strategy, customer economics, and revenue optimization
Job Requirements
- Bachelor’s degree in Business, Finance, Analytics, or related field required; MBA preferred
- 10–15 years of progressive experience in SaaS revenue management, account leadership, customer success, or portfolio management
- Demonstrated success owning large, complex customer portfolios with material ARR responsibility
- Deep understanding of SaaS economics, including ARR, NRR, renewals, and expansion levers
- Strong strategic, analytical, and financial acumen with ability to translate data into action
- Proven ability to lead cross-functional initiatives in a matrixed, global organization
- Proficiency with Salesforce, BI tools, and forecasting systems.
- Experience in real estate, property management, or financial technology ecosystems strongly preferred.
Benefits
- Join our employee-led resource groups to maximize your experience at work.
- Add 16 extra hours to your time off to shorten your workday as part of our Flex at MRI program.
- Utilize 16 hours of paid time to volunteer.
- Know great workers? Our generous employee referral scheme rewards you for bringing in talent.
- Enjoy peace of mind with our regional-specific healthcare benefits for you and your family.
- Big on family? So are we! Our Parental Leave and parental support perks allow you to grow your family comfortably as an MRI employee.
- Maintain a fantastic work-life balance with PTO days plus observed holidays.
- Further your professional development and growth with our tuition reimbursement offerings.
- Enjoy the flexibility of working from anywhere in the world for two weeks out of the year.
- And more!