Portfolio Director
Portfolio Director
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Job Alert
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$ 90000 - 105000
1 Vacancy
Job Description
detail enabling them to execute agreements that are mutually beneficial to Wunderkind and our clients.
Key Qualities of a Successful Candidate
- Financial Acumen: Strong understanding of financial metrics pricing strategies and contractual agreements with the ability to evaluate and optimize business outcomes.
- Negotiation Skills: Expertise in structuring agreements managing complex negotiations and ensuring terms align with both client objectives and Wunderkinds goals.
- Collaboration Skills: Proven ability to work crossfunctionally with internal teams (Sales Product Legal) and external stakeholders to coordinate efforts and deliver results.
- Detail Orientation: Meticulous attention to detail in managing contracts payment terms and legal obligations to mitigate risks and ensure compliance.
- Strategic Thinking: Ability to identify opportunities for client growth align initiatives with longterm objectives and develop actionable strategies.
- Communication Excellence: Strong written and verbal communication skills capable of presenting complex concepts clearly and influencing stakeholders.
- Professional Demeanor: Personable polished and adaptable with the maturity to navigate enterprise environments effectively.
Responsibilities and Level of Effort (LOE)
Contractual and Financial Oversight 70
- Lead the negotiation and of client renewals expansions and pricing initiatives.
- Collaborate with Legal and Deal Desk teams to draft review and finalize contracts.
- Monitor payment schedules to ensure compliance follow up on overdue payments and address billing discrepancies promptly.
- Develop and manage accurate renewal forecasts providing regular updates to leadership.
- Ensure contractual obligations are met while identifying opportunities for upsell or crosssell.
- Act as the financial and contractual point of contact for enterprise clients building strong relationships with decisionmakers.
Portfolio Management and Internal Collaboration 20
- Manage our CRM records and forecasts to ensure timely and accurate data for your portfolio.
- Partner with Wunderkinds Client Executives to align contractual agreements with client objectives and Wunderkinds value propositions.
- Address escalations related to contract terms payment issues or pricing concerns in collaboration with relevant teams.
Strategic and Process Initiatives 10
- Drive initiatives to improve pricing models contract workflows and payment processes.
- Contribute to the development of scalable best practices for managing enterprise accounts including renewal strategies and payment compliance.
- 5 years of professional experience in finance accounting analytics sales or other function with exposure to contractual agreements.
- Strong understanding of financial metrics including ARR gross margins and payment compliance.
- Experience navigating contractual and pricing discussions with legal and procurement teams.
- Exceptional analytical skills with the ability to interpret data and make informed business decisions.
- Excellent organizational and time management skills with the ability to handle multiple priorities.
The base salary range for this role is $90000$105000. Actual compensation packages are based on several factors that are unique to each specific candidate; including but not limited to skill set depth of experience applicable certifications and geographic work location. This may vary depending on living location and market rate.
Required Experience:
Director
Employment Type
Full Time
