AI Portfolio Coordinator for Customer Programs

Trissential, LLC; Minneapolis (MN); Hybrid; USD 55,000 - 83,000; Full time

Benefits offered by this job

Competitive hourly rate

Benefits package

Paid holidays and PTO

Job summary

Trissential, LLC is seeking a Portfolio Coordinator – Customer AI to support the delivery of an AI-driven AVR initiative. The role acts as the operational backbone, handling budgeting, governance, and executive reporting while coordinating across product, IT, and vendor teams.

You will drive financial tracking, RAID governance, and meeting cadences in a fast-paced, matrixed environment on a hybrid schedule in Minneapolis or Denver. Strong communication and detail orientation are essential.

Qualifications

• 4-7 years of project coordination, program coordination, PMO support, or delivery support experience within technology or transformation programs.
• Experience managing project governance activities including RAID logs, action tracking, meeting management, and status reporting.
• Hands-on experience supporting budgets, forecasting, invoice tracking, PO tracking, and financial reporting.
• Strong proficiency with Microsoft 365 tools including Excel, PowerPoint, Outlook, Teams, and SharePoint.
• Experience preparing executive-level presentations and status reports.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced, matrixed environment.
• Strong attention to detail with the ability to identify and elevate issues proactively.
• Comfortable coordinating across business teams, IT teams, leadership stakeholders, and vendors.

Responsibilities

• Maintain budget and financial tracking tools, including forecast versus actual spend reporting.
• Monitor purchase orders, invoices, commitments, and spend burn-down activities.
• Reconcile financial information against vendor statements of work (SOWs).
• Identify and locate budget variances, financial risks, and forecasting concerns.
• Prepare financial updates and reporting packages for leadership review.
• Maintain RAID logs including risks, actions, issues, and decisions with clear ownership and due dates.
• Track action items and drive follow-through across stakeholders and vendors.
• Assemble governance review packages including go/no-go reviews, readiness reviews, and project checkpoints.
• Maintain version-controlled program documentation in SharePoint and Teams.
• Support governance processes by ensuring documentation remains current and audit-ready.
• Coordinate recurring project meetings, working sessions, leadership reviews, and governance forums.
• Develop meeting agendas and distribute supporting materials.
• Capture meeting minutes, decisions, and action items.
• Follow up with stakeholders to ensure commitments are delivered on time.
• Maintain project calendars, onboarding trackers, access requests, approval workflows, and status trackers.
• Consolidate updates from business teams, vendors, and delivery partners into executive-ready reporting.
• Produce weekly status updates and monthly governance summaries.
• Support the Product Owner and Product Manager with reporting packages and operational data.
• Provide accurate and timely project information that enables informed decision-making

Skills

Project coordination

Program coordination

PMO support

Delivery support

Microsoft 365 tools

Executive-level presentations

Communication skills

Multi-priority management

Attention to detail

Vendor coordination

Education

Bachelor's degree in Business/IT/PM/Finance

Tools

Jira

Microsoft Project

SharePoint

Job description

Trissential, LLC is seeking a Portfolio Coordinator – Customer AI to support the delivery of an AI-driven AVR initiative. The role acts as the operational backbone, handling budgeting, governance, and executive reporting while coordinating across product, IT, and vendor teams.

You will drive financial tracking, RAID governance, and meeting cadences in a fast-paced, matrixed environment on a hybrid schedule in Minneapolis or Denver. Strong communication and detail orientation are essential.