Senior Principal Portfolio and Offer Management

. Translate company strategy and customer demand into a prioritized portfolio and offer roadmap .

Posted 10/2/2026full-timeRemote • United StatesSenior💰 $170,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in product and offer management, including developing business cases, pricing models, and go-to-market strategies. Proven ability to lead cross-functional teams, manage multiple initiatives, and communicate effectively with stakeholders at all levels.

Highest-signal resume keywords

Product ManagementBusiness Case DevelopmentGo-To-Market StrategyCross-Functional LeadershipFinancial Performance Metrics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementOffer ManagementPricing ModelsCost ModelsRevenue ForecastsLifecycle OptimizationEnterprise Technology SolutionsSales EnablementAnalytical SkillsProject Management

Soft Skills

Excellent Communication SkillsFacilitation SkillsRelationship BuildingProblem SolvingInfluencing Skills

Tools & Technologies

Microsoft OfficeCRM ToolsPortfolio Management ToolsFinancial Management ToolsQuoting Tools

Industry Keywords

IT Products and ServicesCloud ServicesManaged ServicesProfessional ServicesCybersecurityEnterprise NetworkingUnified CommunicationsContact CenterAI SolutionsRecurring Revenue Models

Tech Stack

Tools & technologies

CloudCyber Security

About the role

Key responsibilities & impact

Translate company strategy and customer demand into a prioritized portfolio and offer roadmap
Maintain a portfolio view across C1 solutions and services, identifying gaps, overlap, duplication, investment priorities, and offers to enhance, consolidate, or retire
Establish offer-management standards, stage gates, ownership, documentation, and lifecycle decision criteria
Use market trends, customer feedback, win/loss insights, partner direction, competitive intelligence, and field input to recommend priorities and opportunities
Maintain roadmaps, status, dependencies, risks, and executive-level reporting
Lead priority offers from concept through general availability, including business cases, requirements, value propositions, target customers, use cases, packaging, pricing, delivery and support models, launch, enhancement, and retirement
Create and maintain Product/Offer Requirements Documents and secure stakeholder signoff
Define customer outcomes, differentiators, scope, deliverables, assumptions, dependencies, and success criteria
Coordinate quality gates and approvals across Finance, Legal, Operations, Professional Services, Managed Services, Delivery, Marketing, Sales, and other functions
Ensure configuration, quoting, ordering, contracting, delivery, support, and reporting processes are operationally ready
Engage customers and Sales during alpha/beta or early-adopter stages to validate market fit and incorporate feedback
Develop go-to-market plans with Sales and Marketing, including target segments, customer problems, positioning, sales motions, routes to market, and launch activities
Create sales plays, talk tracks, battlecards, solution briefs, discovery guidance, qualification criteria, use cases, presentations, and FAQs
Coordinate Sales and Sales Engineering enablement through sessions, webinars, recorded content, demonstrations, launch communications, and documentation
Work with Marketing on offer names, messaging, web content, campaigns, events, thought leadership, and demand generation
Support strategic customer conversations, executive briefings, and key sales opportunities
Develop business cases covering market opportunity, revenue, investment, costs, pricing, gross margin, recurring revenue, and expected return
Develop and validate costing models for Professional Services, Managed Services, Maintenance, Cloud, software, and partner services
Recommend pricing models, packages, bundles, subscription structures, and commercial programs
Define financial and adoption metrics and measure actual performance against approved business cases
Identify underperforming offers and recommend corrective action, repositioning, investment changes, consolidation, or retirement
Drive priority offer initiatives and maintain accountability across cross-functional teams
Build relationships across Sales, Sales Engineering, Capability/Practice, Services, Delivery, Marketing, Finance, Operations, Legal, and partners
Facilitate decisions, remove roadblocks, resolve conflicting priorities, and drive deadlines and measurable outcomes
Communicate offer strategy, progress, risks, financial performance, and market feedback to senior and executive leadership
Improve offer-management processes, templates, tools, automation, reporting, and governance
Manage multiple concurrent offer initiatives, stakeholders, priorities, and deadlines
Perform other portfolio and offer-management responsibilities as assigned

Requirements

What you’ll need

Bachelor’s degree in business, information technology, finance, marketing, engineering, or equivalent combination of education and relevant experience
8+ years of experience in product management, offer management, portfolio management, solution management, services strategy, or related roles in the IT products and services industry
Demonstrated experience taking technology or services offers from concept through launch, field adoption, performance management, and lifecycle optimization
Experience developing business cases, pricing models, cost models, revenue forecasts, margin analysis, and financial performance metrics
Working knowledge of enterprise technology solutions and services, including cloud and data center, cybersecurity, enterprise networking, unified communications, contact center, AI, Professional Services, and Managed Services
Strong understanding of go-to-market strategy, solution positioning, sales enablement, and the enterprise technology buying process
Ability to lead complex cross-functional programs and influence stakeholders without direct reporting authority
Excellent written, verbal, presentation, facilitation, and executive communication skills
Strong project/program management discipline and ability to manage multiple priorities and deliverables in a fast-paced environment
Proficiency with Microsoft Office applications and strong analytical skills; experience with offer, CRM, quoting, financial, or portfolio-management tools
Preferred: experience in Sales, Sales Engineering, Presales, Services, Marketing, or Delivery
Preferred: experience with recurring revenue and services-based business models, including Managed Services, Professional Services, cloud, subscriptions, and maintenance
Preferred: experience owning or materially contributing to P&L, revenue, gross margin, ARR/MRR, or other financial performance targets
Preferred: success simplifying complex portfolios into clear, differentiated, repeatable offers and sales motions
Preferred: knowledge of competitive analysis, market research, pricing strategy, customer discovery, and value proposition development
Preferred: ability to combine strategic thinking with hands-on execution
Preferred: intellectual curiosity, creativity, urgency, and bias toward measurable business outcomes

Benefits

Comp & perks

401(k) Plan (35% employer match per dollar up to 10% employee contribution)
Medical Coverage (3 platforms: UnitedHealthcare, Reference Based Pricing includes member advocacy; and Kaiser)
RX Home Delivery
HSA with Employer Contribution
In-vitro Fertility (treatment coverage)
Dental
Vision (2 plans: 12-month and 24-month frames allowance)
FSA Plans (Healthcare, Dependent Care and Limited Purpose)
Pre-tax Commuter Plans
Employer-paid Life Insurance
Employer-paid Short + Term Disability
Long Term Disability (2 plans: Employer-paid or optional Self-paid)
Paid Parental Leave (4 weeks at 100%)
Employee Assistance Plan
Voluntary Life Insurance for team member, spouse and child
Voluntary Accidental Death for team member and spouse
Legal/ID Theft Plans
TeleHealth
Wellness via Omada Health (healthy living solution)
Travel Assistance
Business Travel Accident Coverage
Medical for foreign travel coverage
Employer-paid Pet Telehealth
Accident Insurance
Critical Illness Insurance
Hospital Indemnity Insurance
Volunteer Time Off
10 Holidays
Summer Sizzle
On Demand Pay (Daily Pay)
Incentive/variable pay opportunities in addition to base pay