Portfolio Manager

6 months ago

Melbourne, Australia Valsoft and Aspire Operating Group Full time

**Aspire Software is looking to hire a** **Portfolio Manager** to operate a portfolio of software businesses in Australia

This position provides critical operational leadership to a portfolio of companies within a growing software vertical. As leader and manager of a portfolio, you will be responsible for developing and implementing the business's strategic plan spanning sales, R&D, customer service and professional services. Along with the rest of the Business Unit leadership team, the PM must identify, define, and execute the strategies required to achieve your growth plans and operating objectives with a focus on improving operational excellence. You will be fully accountable for the results of this business.

**Here is a little window into our company**: Aspire Software, the operational arm of Valsoft Corp, operates and manages Valsoft's global portfolio of wholly owned software companies, providing mission-critical solutions across multiple verticals. By implementing industry best practices, Aspire delivers a time-sensitive integration process, and the operation of a decentralized model has allowed it to become a hub for creating rapid growth by reinvesting in its portfolio.

**Portfolio Manager** Responsibilities**:

- Own the long-range, annual and quarterly financial and non-financial goals
- Develop and communicate a clear vision of goals and objectives, strategies, philosophies about growth, revenue generation and profitability, customer care agenda.
- Be hands-on in day-to-day operations including sales performance, sales opportunity management, forecasting, R&D capacity management, services resourcing, customer support, and customer project delivery

**Sales**:

- Drive revenue growth, working with the sales team to identify new opportunities and execute growth strategies including cross/upsell and entering adjacent markets
- Develop and implement best in class sales operations and sales infrastructure to enable effective scale and ensure process discipline
- Develop and maintain competitive intelligence programs, generating industry trend reports to inform new feature and product development
- Improve use of Salesforce and other internal tools to increase forecasting capability, implement targets, and provide actionable insights to executive team and board of directors
- Create and implement KPIs for sales team to measure performance and productivity; develop performance dashboards and establish reporting process
- Work with sales leaders in establishing quotas, budgets, compensation plans and pricing optimization
- Manage key relationships with large accounts

**Customer Care/Customer Success**:

- Execute an effective, long-term customer success program for clients
- Implement and maintain client support initiatives
- Facilitate both in-house and client training sessions
- Monitor and document Customer Success metrics, including program usage, satisfaction levels, ticket throughput, and resolution
- Coordinate the administration of annual customer satisfaction surveys and other communication tools

**Research and Development**:

- Ensure clear product roadmaps are established, followed, and adapted to meet market needs
- Balance investment in R&D with maintenance efforts to maximize new customer growth and retain existing clients while maintaining efficient Customer Care and R&D operations
- Track Product Manager prioritization of R&D tasks, ensuring they are entered into the corporate system and executed by software developers
- Facilitate the growth of Product Managers by aligning their activities with job descriptions

**Financial Management**:
Review with Senior Management and the team:

- Advance performance by driving improvements in revenue, profit, customer retention, loss prevention, and expense ratios
- Annual, quarterly, and monthly revenue results/forecasts and costs
- Participate in the development of internal department policies and programs to support quality and growth
- Drive P&L, ROI, EBITDA and ARR/ IRR performance of businesses and ensure companies are meeting organizational objectives

**About you**:

- Prior experience in managing a B2B software company
- A natural ability to lead performance and financial health in a business
- Bring a proven entrepreneurial spirit and pace-setter traits
- Bachelor's degree or equivalent, preferably in a technical or business discipline, MBA, or advanced degree, a plus
- 10+ years of direct cross-functional team management experience and P&L management
- Broad financial acumen across the organization (e.g., managing a P&L, understanding financial documents, business intelligence, FP&A processes, etc.)
- History of developing and implementing successful strategies for net new customer acquisition and market penetration
- Ability to structure, analyze, and solve complex business problems, as well as deliver impact against concrete business goals
- Excellent Leadership, communication, and organizational skills
- Excellent analytical and

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