At Lyrasis, one of our core values is to provide an inclusive environment to all who are employed here. Therefore, the company is intentional in providing fair and equitable employment opportunities to all applicants, without regard to race, color, religion, sex, national origin, age, disability or genetics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Portfolio Specialist
Location
United States
Posted
12 days ago
Salary
Not specified
No structured requirement data.
Job Description
About Us
Lyrasis is a 501 c 3 non-profit membership organization whose mission is to support enduring access to the world's shared academic, scientific and cultural heritage through leadership in open technologies, content services, digital solutions and collaboration with archives, libraries, museums and knowledge communities worldwide.
Our Mission Statement is: Lyrasis empowers libraries, archives and museums through content services, open technologies and community-based solutions that expand access to information, preserve cultural heritage, and advance the shared goals of our members and the communities we serve. Collaboratively, we build a future that is inclusive, equitable, accessible and sustainable.
Lyrasis organizational and staff values are: communication, respect, collaboration, impact, and service. Lyrasis was created by its members to help them tackle wide-reaching challenges with collective strengths. Lyrasis helps its members amplify their impact and influence.
Summary Description:
The Portfolio Specialist will be responsible for owning, managing, and executing quarterly renewal contracts in an assigned portfolio of vendor accounts often under deadlines. Proactively establish a strong rapport with vendor partners to effectively manage portfolios and ensure long-term success.
You will manage efficient communication internally and externally to facilitate accurate and timely renewals and invoices. You will also proactively engage with members and customers regarding renewal agreements and subscriptions. As well as, partner with internal stakeholders in CSCI Services and other departments to ensure cross-functional team communication.
Duties/Responsibilities:
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Promptly resolves issues, often in real time, for members or vendors across a range of divisions and service points through phone, chat, email, or portal technologies.
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Critically examines quarterly pricing updates, accurately calculates fees, and resolves or escalates any inconsistencies in pricing or data.
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Prepares and delivers renewal letters, quotations, invoices, recommendations, and notifications.
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Manages new sales opportunities by collaborating with the vendor partner to provide accurate pricing and subscription information, including access to trials.
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Evaluates vendor performance including recording, mitigating, or escalating any breaches of agreement.
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Develops and maintains custom reports in Customer Relationship Management(CRM)to effectively manage the assigned vendor portfolio.
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Partner with Vendors and internal teams (Membership & Outreach, CSCI) on developing promotions or focused engagements on behalf of vendors and publishers for new sales and adoption which reinforces the value of the CSCI Services team to the customer, member, and Vendor partner.
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Work in close collaboration with the Fiscal team to resolve vendor invoicing issues.
Required Skills and Qualifications:
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Strong customer management and negotiation skills
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Comfortable learning and switching between multiple computer applications and systems
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Familiarity with Microsoft (or Google) Suite of programs: Word, Excel, and PowerPoint
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Ability to manage multiple projects at different stages and context switch regularly
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Strong interpersonal and collaborative skills
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Experience using a CRM(Salesforce), similar sales management tool, or library management system
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Comfortable with a high degree of autonomy in your work
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3-5 years in a high-volume customer service, order management role
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Previous experience working with libraries and electronic resources
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Strong attention to detail
- Bachelor's degree required
Preferred Qualifications:
- Previous experience working with vendors and/or publishers
Supervisory Responsibilities:
- None
Physical Demands:
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This position is fully remote and requires sedentary work that primarily involves sitting/standing. Incumbent must be able to meet and communicate regularly via Zoom, Microsoft Teams, and/or other teleconferencing means.
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While this position is 100% remote, it requires occasional travel to Lyrasis company events and in-person professional development and conferences.
Application Details:
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Applications will be accepted through Thursday, March 19, 2026.
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Applications must include: Cover Letter and Resume
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Applications without a Cover Letter will NOT be considered.
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Salary Range: $60,000 to $65,000 per year
At Lyrasis, one of our core values is to provide an inclusive environment to all who are employed here. Therefore, the company is intentional in providing fair and equitable employment opportunities to all applicants, without regard to race, color, religion, sex, national origin, age, disability or genetics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.