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Portfolio Strategy Manager

VERSITI MILWAUKEE

MILWAUKEE, WIJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
MILWAUKEE, WI
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Bachelor's degree

Job overview

The Portfolio Strategy Manager owns the lifecycle framework and multi-year roadmap for assigned offerings, aligning portfolio strategy with business unit goals. The role uses customer and market insights, performance data, and business cases to guide investment, pricing, launches, and portfolio optimization. It leads cross-functional governance and commercialization readiness, tracks offering performance, and presents recommendations and risks to business unit leadership.

Skills & qualifications

RequiredNice to have

Skills

Portfolio Lifecycle ManagementPortfolio StrategyMarket SegmentationPositioningPricing and PackagingPerformance AnalyticsCustomer CommunicationLeadershipCross-Functional InfluenceChange LeadershipInterpersonal CommunicationOrganizational SkillsEntrepreneurial MindsetTime ManagementPrioritizationAttention to DetailProblem-SolvingSalesforce CRM

Qualifications

Bachelor's in Marketing or RelatedMaster's in Business or Related4+ Years Combined Commercial Experience1+ Years Supervisory Experience1+ Years Product Lifecycle Experience1+ Years Consultative Customer Relationship Experience4+ Years Consultative Project Management Experience1+ Years Business Case and Launch Experience1+ Years Regulated Environment Experience1+ Years Business Case Development ExperiencePersonal Computer

Full job description

JOB REQUIREMENTS: Responsibilities Portfolio Strategy & Lifecycle Leadership Own the lifecycle framework for assigned offerings (ideation business case development launch growth/optimization sunset). Maintain portfolio strategy aligned to business unit goals: segmentation, value propositions, positioning, and differentiation. Build and manage a multi-year portfolio roadmap; recommend investment priorities using market/competitive intelligence and internal performance data. Commercial & Market Insight Lead voice-of-customer programs (clients, clinicians, IDNs, EMS/health systems as applicable) and translate insights into roadmap actions. Monitor competitor moves, reimbursement dynamics, guideline changes, and technology trends affecting the portfolio. Define pricing/packaging recommendations in collaboration with Finance and Sales leadership. Cross-Functional Collaboration Work closely with product development, growth marketing, and business development teams to bring products to market. Collaborate with customer success team to ensure seamless onboarding and user adoption. Lead cross-functional teams in delivering high-quality products on time and within scope. Business Case Development Develop business cases for new offerings and major enhancements (TAM/SAM/SOM logic, volume assumptions, unit economics, staffing/capex needs, risk analysis). Partner with Finance to define margin targets and track post-launch performance vs. plan. Cross-Functional Execution & Governance Lead cross-functional lifecycle governance: stage gates, launch readiness, and post-launch reviews. Coordinate requirements and priorities with Operations, Lab/Clinical leadership, IT, and Quality/Regulatory; ensure documentation and change control are appropriately managed. Ensure commercialization readiness: collateral, training, ordering workflows, client onboarding materials, and customer communications. Portfolio Performance Management Establish KPIs per offering (volume, revenue, gross margin, turnaround times, quality metrics, client retention, adoption). Drive corrective actions for underperforming offerings; recommend rationalization/sunsetting where appropriate. Stakeholder Communication Present portfolio recommendations to business unit leadership; provide concise updates on roadmap status, risks, and decisions needed. Maintain clear, timely communication using standard tools (MS Office, dashboards, CRM/BI, LLM tools as applicable). Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification Understands and performs in accordance with all applicable regulatory and compliance requirements Complies with all standard operating policies and procedures Qualifications Education Bachelor's Degree required with emphasis in marketing, life sciences, or related field required Master's Degree With emphasis in business (MBA), marketing, program management, healthcare or related area. preferred Experience 4-6 years combined experience in sales, sales training, product marketing, project management, product development and/or product launch required 1-3 years Supervisory/management experience required 1-3 years Experience managing the development lifecycle for multiple product or service line products or services required 1-3 years Demonstrated track record in establishing and growing profitable relationships with diverse range of customers through a consultative relationship-based approach required 4-6 years Demonstrated consultative and influence-based project management skills required 1-3 years Demonstrated experience building business cases and leading cross-functional launch teams preferred 1-3 years Experience operating in regulated and quality-driven environments (e.g., CLIA/CAP, FDA, ISO, AABB) preferred 1-3 years Business case development including revenue modeling, risk management and ROI forecasting required Knowledge, Skills and bilities Strong strategic thinking and structured problem-solving; comfort with ambiguity and prioritization tradeoffs required Commercial acumen: segmentation, positioning, pricing/packaging, and performance analytics required Service mindset, communicating with customers directly to understand changing needs required Strong leadership skills; demonstrated ability to manage diverse teams, to influence cross-functional teams and to lead change required Excellent interpersonal, communication and organizational skills required Entrepreneurial mindset focused on achieving goals in a rapid and cost-efficient manner required Effective time management and organizational/prioritization skills with attention to detail; ability to manage multiple tasks at one time required Ability to work in uncertain environments and ability to solve complex and ambiguous challenges required Tools and Technology Personal Computer required Salesforce CRM preferred ***** APPLICATION INSTRUCTIONS: Apply Online: https://talentwire.org/5HIPxh Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.

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