Proficiency with salesforce bi tools forecasting systems
The Director of Portfolio Management is responsible for the strategic oversight and optimization of a defined portfolio of MRI Software customers to ensure predictable ARR performance
Job Summary
The Director of Portfolio Management is responsible for the strategic oversight and optimization of a defined portfolio of MRI Software customers to ensure predictable ARR performance.
This role partners closely with Sales, Customer Success, Product, and Finance to define portfolio strategy, prioritize resources, and drive consistent execution across large customer segments.
MRI Software fosters a people-first culture where exceptional talent drives industry-leading client experiences and values belonging as a direct result of diversity and inclusion.
Matching Summary
The Director of Portfolio Management is responsible for the strategic oversight and optimization of a defined portfolio of MRI Software customers to ensure predictable ARR performance.
Skills & Requirements
Must-have
10-15 years SaaS revenue management experience
Deep understanding of ARR NRR renewal levers
Proficiency with Salesforce BI tools forecasting systems
Nice-to-have
Experience in real estate property management ecosystems
MBA degree preferred
Background in financial technology sectors
Key Requirements
Bachelor's degree required; MBA preferred
10-15 years progressive experience in SaaS or account leadership
Proven success owning large complex customer portfolios with material ARR responsibility